国际知名咨询公司全套内部培训教程大全(ppt 7个)1

Proposal Manager
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Day-to-day management of the proposal team, sections, and production; sets schedule and delegates assignments; ensures punctual completion of proposal tasks and overall proposal quality; owns the proposal creation process; works with Partner to create themes.
Proposal Process
Proposal Planning Pieces
Typical Proposal Outline
– – – – – – –
Executive Summary
Technical Approach/Work Plan/Project Schedule Staffing Qualifications/Resumes Project Management Team Quals/Past Performance (project engagements) Cost Assumptions


C O N S U L T I N G
Proposal Process
The RFP: Obtaining Your Copy
Proposal Coordinator - assigned by Partner, copying responsibility Recipients:

Partner


C O N S U L T I N G
Mirror RFP section numbers/titles verbatim
Include RFP requirements and evaluation criteria numbers for writer reference
RFP Sect. #s
1.0
Filename 1_exsumm
Creating Effective Proposals
Proposal Process
C O N S U L T I N G
Proposal Process
The Proposal Itself
Following the process
Planning, planning, planning
C O N S U L T I N G
Proposal Manager
BDM(s) Support staff Writers Legal Counsel (if appropriate) Always keep extra copies on-hand
Proposal Process
What to Do When There is No RFP
Section Title Executive Summary
Writer Johnson
Draft Done
X
Review Done
C O N S U L T I N G
Proposal Process
Developing a Calendar/Schedule
Key events:

Proposal kickoff Storyboards - section brainstorming sessions
Refer to the Opportunity Fact Sheet (OFS) filled out by the KPMG Partner/BDM/Sr. Manager

Contains much of the information found in an RFP

Serves as the RFP for the proposal
Proposal Coordinator
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C O N S U L T I N G
Copies and distributes RFP/OFS; creates and enforces proposal calendar; manages version control for all sections; helps coordinate production/delivery effort.
Proposal Contact List Calendar/Schedule Production Checklist
C O N S U L T I N G
Proposal Process
Develop Outline with Assignments
Use the proposal format section number of the RFP
Analyze the Business Opportunity outlined in the OFS just as you would an RFP

Is there a compelling reason to bid?
C O N S U L T I N G
Rely on the KPMG contact’s knowledge about the client, the opportunity, and the competition
Proposal Process
Organizing the Proposal Response
C O N S U L T I N G
Proposal Process
Proposal Roles/Responsibຫໍສະໝຸດ Baidulities
Partner
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Works with BDM/Sales Lead to validate client needs; identifies and assigns proposal team resources; approves proposed KPMG approach and final pricing; reviews proposal prior to production; signs proposal.