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PREPARING WELL-WRITTEN PROPOSALS
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Two-day course from 8:30 a.m. to 4:30 p.m.
Instructor: Court Stevens
Cost: $1295 + GST
(includes training material, certificate of participation,
lunch, breakfast and refreshments)
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| OBJECTIVES |
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To provide participants the practical knowledge to plan and
prepare well-written Proposals by focusing on the preparation
of Proposals from both the buyer's (owner) and seller's
(proponent) perspective to ensure mutual understanding of each
other's points of view and obligations.
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DATES
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ABOUT THE WORKSHOP
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One of the most widely used forms of solicitation is the
Request for Proposal (RFP). This form of solicitation is used
for situations such as problem identification and resolution,
project management including product replacement or service
improvement, or improving organizational effectiveness. The
buyer has the need and the seller has the solution.
The response to an RFP is in the form of a Proposal. A
Proposal needs to correctly interpret the RFP's requirements
and expectations and in such a way that provides the buyer
with the solution, qualifications and cost that is the most
desirable and affordable.
This two-day course will focus on the preparation of
Proposals from both the buyer's (owner) and seller's
(proponent) perspective to ensure mutual understanding of each
other's points of view and obligations.
This course will provide you with the practical knowledge
to plan and prepare well-written Proposals. Participants will
be given the opportunity to plan an actual Proposal situation,
and what could be expected in a Proposal response through a
series of exercises and discussions based on a typical RFP
situation and case study. You will be given a comprehensive
manual containing guidelines and checklists to assist in your
Proposal planning and preparation, including language tips and
formats for writing.
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| WHO SHOULD ATTEND |
- Project Managers, Procurement Specialists and Contract
Managers who are responsible for preparing Proposal
responses to Requests for Proposals (RFP); and
- Financial, Risk Managers and administrative staff who
provide advice to Project and Procurement Managers who are
responsible for preparing Proposals in response to RFPs.
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COURSE OUTLINE
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Introductions, Objectives, Agenda
- Understanding the RFP planning framework and
solicitation process
- Reviewing and interpreting the RFP selection and
evaluation criteria
- Establishing RFP clarity through well thought-out
questions (e.g. pre-bid meeting)
- Establishing the proposal (project management) planning
guideline and checklist based on the RFP Project
requirements
- Specifying the scope requirements using a project work
breakdown structure
- Understanding and responding to the RFP selection
criteria and evaluation process, and preparing for
interviews and presentations
- Formulating a well-defined proposal / project scope
(both preliminary and detailed)
- Establishing the project quality assurance and
performance measurement process
- Identifying potential areas of project risk, possible
impacts and response planning
- Illustrating the proposal response using planning charts
and models
- Proposal submission formats and writing guidelines
- Cautions in proposal preparation and writing
- Understanding the importance of establishing a
negotiation strategy
- Understanding typical contract terms and conditions and
Statements of Work
Wrap-up and Evaluation
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