Managing Strategic Proposals (Live, Online)

Dates & Locations

Dec 6, 2022 – Live, Online
Jan 10, 2023 – Live, Online
Mar 7, 2023 – Live, Online
May 2, 2023 – Live, Online

Course Information

In this online, instructor-led course, you learn essential skills for managing a proposal or proposal volume in any market. You learn how to lead teams to produce written or electronic proposals in response to a Request for Proposal (RFP) or other bid document. You also learn key steps in proposal planning and execution, beginning with understanding all requirements to assigning and managing contributors at all key milestones of proposal development.

This 1-day online course is delivered in three 1.5-hour segments with an hour break between each segment to complete a brief case study exercise. You then complete and submit the final exercise, development of a completed proposal schedule based on the case study requirements, after the course. A course quiz is also required for completion.

Course Description and Learning Objectives
This interactive course builds the proposal management skill set through lecture, discussion, and exercises using a case study. It begins with all necessary steps for planning and effectively managing development of a compliant and compelling sales document.
You will learn to:

  • Understand the roles, responsibilities, and key competencies of a Proposal Manager
  • Convert action-based sales strategies into proposal strategies or win themes based on customer hot buttons
  • Develop a comprehensive compliance checklist
  • Create a compliant and detailed proposal outline
  • Make assignments to appropriate contributors to the proposal
  • Prepare for and conduct an effective kickoff meeting, including providing clear instructions to authors and contributors
  • Lead proposal teams in regular and ad hoc status meetings
  • Prepare for and conduct effective proposal reviews and action plans
  • Support interactions with your customer after proposal submittal

Enroll Today


Who Should Attend
  • Proposal Managers
  • Proposal Writers
  • Business Developers
  • Downloadable Shipley Proposal Guide v5.0 with linked Table of Contents
  • Downloadable Proposal Manager workbook, including tools and templates
  • All screenshots and slides are also included as handouts
  • Mock-up templates

If you register 30 days prior to the start of the workshop, enter EARLYBIRD at checkout to receive $100 off your registration fee!


If you have any questions about this course or others, contact Mallary Price at

I took a lot of your teachings to heart, especially the pre-proposal planning, proposal development worksheets, and debriefing tips. As a result, my company had its best-ever month in new business acquisition…I now have a win rate of over 60 percent! Thank you for the seminars that have proven so valuable to me, my company, and my professional future.

Corporate Proposal Manager