The Foundations of Proposal Management training course offers must-have skills in managing federal proposals. This course begins with the proposal process, which is based on current best practices (although it resonates with some of the elements of the Shipley process, it focuses primarily on agile principles and what it takes to win in the current environment of smaller, geographically dispersed proposal teams, shorter deadlines, and limited resources).
This course is available in a fully self-paced online format, allowing you to learn anytime and anywhere. To learn more click here.
It covers the proposal development process flow, starting with the Government RFP analysis. It then moves into federal proposal writing planning (including an alternative to storyboarding), and teaches how to develop an annotated outline and proposal schedule. It also covers preparing for and conducting a proposal kickoff meeting to organize your team, as well as managing proposal writing effectively to develop winning content.
The course also delves into running proposal reviews such as Pink Team, Red Team, Gold Team, White Glove, and others, and discusses proposal production and post-proposal activities such as participating in Government debriefs.
This course is for you if you are looking to acquire practical skills in writing and managing federal proposals. Our Bid & Proposal Academy courses provide the most comprehensive Government proposal training, going beyond just process and teaching you the detailed “how-to”—showing you exactly how to win Government proposals.
This self-paced course combines engaging video instruction, guided exercises, and real-world examples to simulate the interactive experience of our live workshops.
The people who will benefit from this proposal training are:
Proposal managers who are new to Government proposals, those transitioning from the commercial world, or those beginning to build their expertise in proposal management.
Proposal writers and coordinators who have gained experience through on-the-job training but want to strengthen their skills through structured instruction.
Capture managers who want to become more well-rounded in winning Government proposals.
Proposal managers and coordinators who seek faster, more efficient methods to improve proposal quality and win rates.
Professionals who received proposal training years ago and want to refresh their skills and learn the latest best practices.
Anyone interested in adopting a repeatable, efficient proposal process that eliminates the need to start from scratch each time.
Course Curriculum
Learning Objectives
Upon course completion, the participants will have learned and be able to put into practice:
Understanding where bid proposal management fits in the federal business development lifecycle.
Understanding what it takes to win Government proposals.
An understanding process-based approach to proposal management.
Analyzing RFP requirements.
Parsing the RFP to create a compliance matrix and compliance checklist.
Creating better storyboards and an annotated proposal outline.
Developing a proposal schedule.
Creating a realistic proposal process and proposal development plan.
Issuing assignments to proposal writers and subject matter experts.
Integrating cost proposal activities with the technical proposal development.
Preparing for and conducting a productive proposal kickoff meeting.
Managing proposal process day-to-day.
Conducting effective Pink Team, Red Team, and other types of proposal reviews.
Producing and delivering a compliant proposal before the deadline.
Course Highlights
Module 1: Introduction
Introductions and learning objectives.
Introduction: What is proposal management? Overview of the business development process to provide a big-picture perspective.
Module 2: Proposal Process
Why most proposals don’t win and what to do to win Government proposals.
OST’s six-phase proposal process aligns with other industry practices such as the Shipley proposal process but dives into agile approaches to streamline and organize federal proposal writing.
Discussion: Proposal process observations
Module 3: Requirements Analysis
How federal RFPs are organized.
The most important Government RFP sections for a proposal manager.
How to read Government RFPs correctly to understand exactly what Government evaluators are looking for in your proposal.
How to develop an RFP compliance matrix, and compliance checklist to ensure that you don’t miss any RFP requirements.
Exercise: Analyze and parse the RFP to create a compliance checklist.
Module 4: Outlining and Storyboards
How to create a compliant proposal outline that helps get the highest score.
How to create an annotated outline for a proposal that provides detailed instructions to proposal writers.
When to use annotated outlines as opposed to storyboards.
How to develop storyboards or proposal writers’ work packages that help transition easily from brainstorming to the first proposal draft.
Exercise: Walkthrough a filled-out proposal storyboard and understand how its different elements help you plan a persuasive proposal section.
Module 5: Developing a Proposal Plan
How to create a proposal schedule that will result in an error-free set of proposal documents.
How to develop a realistic proposal development plan.
How to develop a proposal organization structure with roles and responsibilities.
Assigning proposal sections to authors.
Exercise: Plan your proposal to develop a realistic proposal schedule.
Module 6: Conducting a Productive Proposal Kickoff Session
How to jump-start your proposal the right way by preparing for and reaching nine all-important proposal kickoff goals.
Preparing proposal kickoff materials.
Planning for the kickoff.
Exercise: Go through the requirements for the draft Kickoff Brief for the practice proposal.
Module 7: Managing the Proposal Day-to-Day
How to manage a proposal team effectively on a daily basis.
Issuing data calls to proposal team members.
Tracking proposal section status.
Managing proposal document workflow and configuration control.
Tackling challenges of managing a virtual proposal team.
Resources for getting non-professional writers to produce better proposal sections and graphics.
Types of proposal reviews (Annotated Outline Review, Peer Review, Pink Team, Red Team, Read-Aloud Review, Gold Team, White Glove).
Planning for and conducting a Pink Team review.
Planning for and facilitating a Red Team review.
Gold Team review standards.
Other types of proposal reviews that may be helpful to your team.
Proposal review templates, inputs, and outputs.
Review recovery effort.
Exercise: Review a Government proposal section for compliance and content; score the section and prepare recommendations.
Module 9: Producing and Delivering the Proposal
What you need to complete prior to proposal delivery to the Government.
How to determine production requirements.
How to estimate the binder size.
Proposal tabs, cover, spine, and back requirements.
Communicating and collaborating with the proposal production team.
How to polish, print, check, and deliver your proposal on time.
Confirming delivery.
Exercise: Develop a proposal production and delivery plan.
Module 10: Summary and Recap
Meet Your Instructor
Olessia Smotrova, CF.APMP Fellow
Olessia has more than 25 years of experience in business development. She led winning bids for four out of the top five Government contractors, winning more than $26 billion over the course of her career in single award contracts. She is an AI developer and strategist, pioneering the use of generative AI in Government contracting. She has created and implemented AI tools for business development processes, proposal strategy formulation, and competitive analysis. She is an AI super-user and thought leader in the practical application of generative AI in synthesizing complex data, generating innovative solutions, and driving decision-making in high-stakes Government BD environments.
She is the author of the book How to Get Government Contracts: Have a Slice of $1 Trillion Pie and seven other books. She has taught a graduate course for the Stevens Institute of Technology, and she provided training to Treasury and NASA. She has served for 2 years as the President of the National Contracts Management Association (NCMA) Bethesda/Medical Chapter and for 2 years as the President of the Association of Proposal Management Professionals (APMP) National Capital Area Chapter.
Olessia is recognized as an APMP Fellow for her contributions to the field of capture and proposals – the highest honor in the business development profession. Her skills span every aspect of business development, sales, and marketing. Prior to supporting Fortune 500 companies and small businesses as a proposal consultant and growing OST, she worked as a business developer for Raytheon and Lockheed Martin and wrote for the Financial Times of London.
Student Reviews
Anthony Needam
12/10/2024
This was new to me. It was very I formative. We received our packets late. I was not aware of how interactive this would be.
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Nao Gamo
11/07/2024
I highly recommend the "MASTER AI TO ENHANCE BD, CAPTURE AND PROPOSAL PROCESSES" course! Not just a high-level overview of AI and its capabilities, the course is full of practical tips that you can apply immediately. All the courses I have taken with OST Global Solutions have been well worth it!!
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Francisca Celmer
11/07/2024
The "Master AI to Enhanced BD, Capture, and Proposal Processes" class given by OST Global Solutions was truly outstanding. The instructor was incredibly knowledgeable and engaging. She made the material easy to understand and directly applicable. I highly recommend this class.
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Francisca Hep
11/07/2024
The "Master AI to Enhanced BD, Capture, and Proposal Processes" class given by OST Global Solutions was truly outstanding. The instructor was incredibly knowledgeable and engaging. She made the material easy to understand and directly applicable. I highly recommend this class.
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Jay Yudof
11/06/2024
The BD and capture using AI course what is comprehensive and effectively taught.
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andre downey
11/06/2024
The class taught alot of useful information on ai & working it in to our proposal development process
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Lilliana Reyes
9/20/2024
Great course! Clear information and great pace.
The information was very helpful for someone getting started in the proposal world or someone just trying to learn how to easily transition from InDesign to Microsoft Word.
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Aislinn Berge
9/20/2024
Took the full day training on Desktop Publishing For Proposal Writing with Phillip Pettet. I learned so much! Phillip was fantastic at explaining things and gave lots of tips and tricks for using Word. Thank you!
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TC Phil
8/28/2024
I recently completed the year-long Business Development Apprenticeship with OST Global Solutions, Inc., and it exceeded my expectations! The program is comprehensive, covering BD, capture, proposal skills, and so much more. It’s clear that OST is the best in the business—they have addressed the real skill gap in this field.
Their curriculum, aligned with Department of Labor standards for Federal Government Business Development, is TOP-NOTCH and the first of its kind in the nation! The training was practical, directly applicable to our business, and provided the expertise needed to succeed in this competitive industry. I highly recommend this apprenticeship to anyone looking to advance their career in Business Development. I plan on taking many additional courses over the next few years as they continue to stay ahead of the curve. Thank you, OST!
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George Franz
6/13/2024
Great course from OST Global Solutions! Olessia's vast experience in this area shines through and the course is chocked full of tips, tactics, and information sources to consider to perform competitive analysis and determine price to win for opportunities.
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Tiffany & Jay Jackson
4/29/2024
I've taken multiple classes with Olessia of OST Global Solutions and the classes are always well-structured and informative. The lastest course on AI is phenomenal - highly recommend it if you're looking to enhance your BD, Capture, and Proposal processes via AI!
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LaKeisha Thomas
4/25/2024
Alexia was a very engaging instructor. The AI class was mind blowing! The capabilities using AI to assist with BD processes are endless. I'm looking forward to implementing all of these new tools.
