Proposals 101: Construction Proposals

Proposals 101: Construction Proposals

Understanding and creating an RFP response for construction companies.

Half-day Virtual Training
+ 1:1 Proposal Consultation

This training is best for:

Companies: Commercial and Residential Construction Companies

Roles: Anyone new tasked with proposal submissions or anyone growing in that space. This includes Proposal Coordinators, Marketing Coordinators, Business Development Coordinators, and Administrators who will be tasked with proposal submissions for a construction company. It may include leadership or business development team members who will be supporting the proposal response process and may need to understand how it works.

Class caps at 8 attendees.

Hour 1: Dissecting an RFP

Each attendee will bring a sample RFP and submission that their company has responded to in the past. As a group we will review the RFP to understand the project, why your company is ideal to submit for the project, its submission requirements and how to prepare to meet all requirements, and who should be involved from the team. We will review a responsibility matrix used to assign different team members different sections and tasks and let each attendee workshop their own using the RFP they brought. The goal is for the team member to leave this time understanding how their company approached completing the sample they brought to the webinar.

Hour 2 & 3: Creating your First Draft (2 hours + 30-minute break)

For this portion of the training, we spend much of the time breaking out into 2-3 groups: one group focused on public sector submissions, one on commercial projects, and one on all other projects. Each attendee will learn how to create a draft, understand proposal templates, pull from old submissions and a company library, edit the draft for submission, complete important forms, and use AI responsibly through each phase.

In the second hour, we will review how to create strong project plans, safety plans, organizational charts and resumes, and project experience pages. The attendees will use the sample proposal they bring to the webinar to understand how their company structures each one.

Attendees will need to be proficient in the design software their company uses to submit proposals, as that is not part of this training.

Hour 4: Proposal Submission

Each attendee will understand how to get a final draft scrubbed for submission and best practices to avoid chaos in the final hour. We will review how to submit a proposal in digital formats for email and uploads and print formats that must be mailed or hand delivered. We will also review the best methods of creating a more aesthetic design submission if that is part of the package.

1:1 RFP Workshop
($200 for each additional hour if required)

Each attendee will also receive a one-hour RFP prep workshop with our proposal experts following the webinar. Together, we will carry the lessons from the webinar into a workshop where we help your team prepare an actual RFP submission.