Creating a Capture Plan for a Small Business in the Government Marketplace (2024 Update)

(1 customer review)


Format: E-course
Duration: Approx. 90 minutes
Instructor: Carrie Ann Williams, Andana Consulting
Learning Credits: 1.5 CPEs, 1.5 ATCs
*This course was recorded on April 16, 2024.

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Capture planning is a critical process that involves identifying opportunities, evaluating the landscape, and implementing effective strategies to secure a specific business opportunity. While there is abundant information on capture planning, much of it is tailored toward large organizations with substantial human resources and established government contracts.

This course focuses on how small businesses, despite their limited resources, can utilize capture planning to improve their success rates in winning government contracts before the solicitation phase begins. You will learn why it is important to develop and execute a capture plan and how to align it with your proposal to maximize your chances of success.

Additionally, we’ll provide a straightforward capture plan template and access to supplementary resources to assist you in managing this crucial business task effectively.

Target Audience: Small business owners, marketing and sales personnel, project managers

Meet Your Instructor:

Carrie Ann Williams


As principal of the award-winning firm Andana Consulting, Carrie Ann Williams, CPSM works with organizations to guide proposal development and create amazing marketing content. For more than 18 years, she has worked with organizations to track, pursue, position, and propose on local, state, and federal government solicitations – and private organizations too. When not leading proposal strategy, she guides firms to develop their marketing game plan – starting with a strategic workshop, moving through research and analysis, resulting in clear marketing goals and an implementation plan of tactics to reach them.

Carrie Ann is also known for leading interactive, insightful, and actionable training workshops and presentations, providing insight into marketing and business development strategies for professional services firms. Her sessions have taken her across the country to train companies and organizations, including local and national events for SAME, SMPS, AIA, and NVSBE. 

When not working at Andana, she and her husband are busy at their home – Willow Spring Farm – restoring the pre-civil war log cabin and maintaining the 36-acre farm in Maryland. She is active with the Society of American Military Engineers (SAME), the Society for Marketing Professional Services, the Urban Land Institute, and the American Institute of Architects. Recognitions include the Young Member Award from SAME Baltimore and the SAME Regional Vice President’s Medal. A Certified Professional Services Marketer, Carrie Ann has an undergraduate degree in English Literature and a Master of Business Administration degree. Carrie Ann is also “Inbound Certified” and “Content Marketing Certified” from HubSpot.

1 review for Creating a Capture Plan for a Small Business in the Government Marketplace (2024 Update)

  1. Perry Townsend (verified owner)

    Great overview of the capture process. This course provides great information for small businesses in the process of developing a streamlined capture process.

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