PROPOSAL WORKSHEET
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Proposal Worksheet
Writer’s Information
Relevant Proposal Information Relevant RFP Locations
Proposal Instructions (L*)
Volume and Section Evaluation Criteria (M*)
Section Title Statement of Work (C*)
Number of Pages Deliverables (F*)
*Section in a Federal RFP
Section Compliance Checklist
RFP Compliance Requirement
Section Outline (Based on Requirements of RFP)
Section Title
Major Issues
Copyright 2017 Shipley Associates For individual use only. Do not distribute. 1
PROPOSAL WORKSHEET
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Approach(es) to Requirements and Issues
Features and Benefits of Your Solution
Features Benefits Important? Unique?
Developing Your Section Messages
Section Discriminators
Us (Positives for Us) Competitors (Negatives for Us) Ghost?
Copyright 2017 Shipley Associates For individual use only. Do not distribute. 2
PROPOSAL WORKSHEET
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Risk Management
Risk Element Management Approach
Relevant Experience
Past Performance
Section Messages
Section Theme Statement
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PROPOSAL DEVELOPMENT WORKSHEET
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Creating Key Visuals
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Insert Illustration (choose Picture, Clip Art, Shapes, or Chart) or Object
Insert Table and edit with standard techniques
Action Caption
Figure Number Figure Title
Caption
Copyright 2017 Shipley Associates For individual use only. Do not distribute. 4