Desktop Publishing for Proposal Professionals
In addition to proposal desktop publishing basics and essential MS Word skills, this course addresses document stabilization when multiple authors contribute using different formatting styles, and teaches design principles to make your proposals more attractive.
This self-paced course provides downloadable practice files as you work through the process of building a proposal volume. It includes interactive lessons, guided examples, and exercises to help you design and assemble professional proposal documents that help your company win.
The experts who created our business development, capture, and proposal training are highly experienced, currently practicing proposal professionals whose years of successful experience in Government acquisition and training allow them to offer valuable insights. Through the course materials, they share real-world examples, best practices, and proven techniques based on current industry realities. Check our instructors’ bios on our About page.
Course Curriculum
Learning Objectives
- Applying MS Word shortcuts to optimize and accelerate the desktop publishing process.
- Create a color palette and design a compliant layout utilizing logos and other graphic media reinforcing your company’s brand.
- Developing a proposal template.
- Setting up and creating styles that are easy for contributors to apply.
- Cleaning up the document to ensure multiple authors’ styles do not destabilize the document.
- Understanding cut, copy, past, and paintbrush options efficiently.
- Using the Section and Page Break features and understanding how they affect headers, footers, and outlining features.
- Working with tables to convey information efficiently.
- Inserting material from MS Excel, PowerPoint, Project, Adobe Acrobat, Illustrator, Photoshop, and other types of files.
- Establishing an automated and hyper-linked Table of Contents (TOC) anywhere in the document, including several TOCs in the same document.
- Creating other lists such as List of Figures, Compliance Matrix, Acronym List, and Index
- Paginating the main page and sub-pages.
- Preparing the document for submission.
Highlights
Module 1: Introduction to Government Proposal Desktop Publishing
- Introduction and learning objectives
- Familiarization with what is possible in desktop publishing
- Tips, Tricks, and Shortcuts
- Moving through the document, split screen, and three ways to accomplish the same function
- Toolbars and Rulers
- Moving the Quick Access Toolbar
- Populating Quick Access Toolbar with your favorite tools
Module 2: Preparing for Graphics Development
- Choosing a color palette
- Comprehension and incorporation of the Solicitation Requirements
- Styles
– What is Normal
– How does Normal affect styles
– Creating and editing styles
– Import styles into another or a new document
– Displaying styles so other users can apply them
– Cleaning up styles - Column Breaks
- Page Breaks
- Section Breaks
Module 3: Editing the Document
- Table of Contents (TOC)—Part 1
– Create your own based on your styles - Cut, Copy, Paste—Paintbrush
– Using the Clipboard icon
– Inserting text from another document
– Inserting from Excel, PowerPoint and Adobe products - Tables
– Sorting in a table
– Formatting a table with styles - Create a table style
- Preparing your graphics for insertion and inserting them into the document
- Keeping graphics from “jumping”
- Table of Contents (TOC)—Part 2
– Inserting “context specific” TOCs in one document
– Creating other lists: List of Figures, Compliance Matrix, Acronym List, and Index
Module 4: Publishing and Distribution Tips
- Printing and binding
– White Glove page check
– Keeping the exact copy or proof copy for your company (CYA)
– Preparing box label and receipt
– Handling the receipt after the signature, attaching it to and archiving the Proof Copy, scanning, and making it a part of the electronic files - Creating PDF for uploading
- Checking each page for legibility, errors, misprints, or degradation of graphics
- CD, thumb drive or other electronic submissions files checks
- Distribution List
– Create file list all parties print and keep with Proof Copy
– Copying of all electronic files onto storage media, including the “archive” or “old” versions, and the “raw” graphics
Module 5: Summary and Recap
- Summary and recap
- Additional resources

