Proposal Team Roles

Purpose

To document the necessary team roles for writing a proposal.

Scope

Covers three primary roles.

Proposal Writing Roles

Assign these roles to people at the top of the proposal draft:

Coordinator

This is the most important role in the process, driving forward everyone else’sales involvement and contributions.

The coordinator’s job is to make sure:

• The rest of the process below is followed by our team.
• It’s clear in writing (Google Docs comments) who contributes what parts right away.
• We finish early so we have time (ideally 5 days) for external review.
• Double-check each contributor doesn’t miss any mandatory requirements or scored criteria.
• Confirm and determine the proposal submission format, and ensure that the team observes it.
• Compiling the final deliverables in the correct format for submission.
• The proposal is submitted on-time, making sure that any submission pre-requisites are met well in advance. Submitting right before the deadline will often result in a failure to submit correctly.

Internal Reviewer

Identify someone to simulate the client scoring your proposal later on. (They shouldn’t be involved in writing.)

When they are tagged in to review the document, they should be directed in a meaningful way to not just the working document, but the original RFP description and specific evaluation criteria or rubric.

Technical Authors

The Coordinator should ensure it’s clear to each technical author what section they must contribute. Use Google Docs task assignments.