Writing a good proposal can help you win new business. But, if you’re going to have a fighting chance, you need to meet the requirements of the request for proposals (RFP).
How to meet the details of an RFP
- Read the request for proposals (RFP) document carefully.
- Note the intent, goals, organization,decision-makers and other background information.
- Scan carefully for requirements and needs.
- Format — check the page size, font, colour, number of copies, and other details required. Do you need to use a binder or any other sort of materials?
- Content — are you required to structure your proposal in a certain way? Are section titles given? What information must you include?
- Timeline — create a timeline for all dates mentioned and use it as the basis for managing both the proposal and the project
- Submission — how must the proposal be submitted? By fax, email, mail, courier or in person? Do you need to provide extra copies?
- Create a checklist for requirements. List all the requirements, right down to the letter. Note the status of each. Refer to page numbers. Some consultants incude such a checklist for the client when they submit the proposal, but it’s also a good way to manage your own work.