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Job Aid > Proposal Workplan Checklist

Proposal Workplan Checklist

Use the following checklist to ensure that you have considered all of the tasks and factors in completing a proposal.

□ Secure appointment to conduct an informational interview about your potential client.

□ Research issues relevant to your prospect's business

  • trade journals

  • industry associations

  • Website searches.

□ Research issues relevant to your potential client's

  • trade journals

  • professional associations.

□ Conduct pre-proposal informational interview to determine:

  • size of opportunity

  • decision process (when made, who makes, and so forth)

  • earliest training session needed

  • political / sensitive issues.

□ Establish proposal due date.

□ Determine size and scope of proposal.

□ Develop a schedule and plan for proposal completion.


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