Proposal Kickoff Meetings

Learn best practices for planning, facilitating, or participating in proposal kickoff meetings. The module includes checklists, sample agendas, an overview of roles and responsibilities, and important tips for effective leadership. The course covers these and other topics:

  • Plan your kickoff meeting
  • Invite the right people
  • Create an effective agenda
  • Prepare a kickoff package
  • Establish proposal operations guidelines

You will have access to the course for 1 year.

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This module is designed for anyone leading or participating in proposal kickoff meetings, including sales professionals, capture leaders, and proposal managers/contributors.

"Your proposal leadership on this complex proposal was invaluable. You were able to harness our resources and bring together a compelling story for our customer while maintaining calm - even in a very chaotic environment with us and our teaming partners."

Director of Program Development, Healthcare IT Firm