Set Up Your Proposal Process for Success (2022 Update)

(2 customer reviews)


Format: E-course
Duration: Approx. 90 minutes/each webinar
Instructor: Carrie Ann Williams, Andana Consulting LLC
Learning Credits: 3 CPEs, 3 ATCs
APTAC BOK: C.9 Bids and Solicitations
*This course was recorded on April 12 and April 14, 2022.

Want a discount? Become a member.


Categories: , Tag:


Have you started writing a proposal with an excited team only to be pushing up against the submission deadline? Or you’ve been tracking the opportunity for months and had a solid capture plan in place, but it came out well before you expected.

Solicitations don’t always hit your desk at the perfect time, and even the best teams aren’t always available to draft great content. But, with a solid process in place, your firm can maximize the internal resources and provide the right guidance to your proposal writing team to get everyone on the right track and meet the submission deadlines.

In this two-part series, proposal expert Carrie Ann Williams will provide an overview of the process and tactics to develop a successful, compliant proposal, including:

  • Go/No-Go decisions
  • Alignment of solicitation requirements
  • Overview of proposal strategy and win theme creation
  • Development of a compliance matrix
  • Hosting of a productive Kick-Off meeting
  • Development of a proposal schedule
  • Outlining of writing assignments
  • Gathering of data to create an impact

Target Audience: proposal coordinators, proposal managers, small business owners, business developers, marketing and sales professionals

2 reviews for Set Up Your Proposal Process for Success (2022 Update)

  1. Odette Toppin (verified owner)

    I’ve done 4 webinars thus far and this is hands-down the best of the lot. Incredible value. I appreciate that the instructor did more than just give an overview. She shared a lot of tools, she gave real examples, she gave current examples, she walked through portions of her own process. It made this much more actionable for me and see how these principles could have immediate impact & application in my own business. THANK YOU!

  2. Christine Keady (verified owner)

    This webinar and the one before were jam-packed with actionable content. As the other reviewer said, the instructor shared a number of templates and her experiences with different tools and approaches. I am excited to apply what I learned today to develop a standard proposal template.

Only logged in customers who have purchased this product may leave a review.