Proposal Management Quick Start

Join SMPS Wichita for our half-day workshop on proposal management, hosted by GLMV! Registration/breakfast is 7:30 am-8:00 am, with the workshop starting at 8 am.

SMPS Member pricing for this event is good for members of any SMPS chapter who wants to attend, so feel free to join us!

Proposal Management Quick Start

by Lindsay Diven, CPSM

Founder of Marketers Take Flight and Creator of the Proposal Pro Course

As an AEC marketer, you are typically responsible for proposals. You are most likely coordinating multiple proposals any given week. Mastering proposal management can be great both for your personal career and your firm. And you don’t need decades of experience. By learning some fundamental concepts that can be applied to almost every AEC proposal scenario, you can successfully build the foundation for a rewarding marketing career.

During this half-day workshop, Lindsay will break down the three phases of proposal production: 1) Coordinating, 2) Content Development, and 3) Review, Finalization, and Delivery. You’ll learn what’s involved in each stage and best practices, including tips to get proposal information from your technical team members in a timely manner. A workshop workbook will also be provided to immediately turn the insight into action.

Building your skills in these three phases, will put you on the fast track to becoming a Proposal Pro.

Learning Objectives

• Know how to prepare when you know an RFP is coming immediately

• Be able to set up a proposal management plan including a proposal production schedule

• Understand what makes a proposal persuasive and stand out from competitors

• Learn how to lead an effective proposal review meeting

Program Agenda – Thursday, August 11, 2022

7:30am Breakfast

8:00am Program Begins – Message from SMPS Wichita

8:05am Introduction to 3 Phases of Proposal Management

8:15am Coordinating Phase

• Go/No Go Best Practices
• Pre-RFP Tasks When You Know it’s Coming
• Proposal Management Plan Elements
• Proposal Schedule Formula

9:15am Break

9:30am Content Development Phase

• How to Write Persuasive Content
• Infusing Creativity
• Tips to Get the Information You Need When You Need it (working with the technical professionals to gather the content)

10:30am Break

10:45am Review, Finalizing, and Delivery Phase

• Proposal Review Best Practices
• Planning for Emergencies

11:15am Next Steps

11:30am Q&A

About Our Speaker:

For more than 17 years, Lindsay has worked with architecture and engineering firms to build sales and marketing strategies that resulted in increased revenue growth and profit. This included serving as a Marketing Director and Principal for a 300-person A/E firm. In that role, she was a member of the executive team responsible for leading the firm’s marketing and business development strategy, oversaw six market lines with a team of 16 sales and marketing professionals.

Now, she is the marketing and sales manager for Full Sail Partners. She oversees marketing campaigns to position the firm as a leading provider of Deltek Vantagepoint and Blackbox Connector software solutions and business consulting for AEC firms.

She is also the founder of Marketers Take Flight, an AEC-industry specific marketing and proposal management training company, hosts a podcast by the same name, and is the creator of The Proposal Pro Course.

Outside the office, she is married to an amazing man, has two kids, and a labradoodle; attempts to work out regularly; and enjoys a glass of wine. She’s addicted to real estate investing and her beloved Florida Gators.

Our Host:

GLMV – Online at https://www.glmv.com/