Proposal Process Lessons Learned Questionnaire
Proposal Title _____________________________________________
Name ________________________________ Role ____________________ Date ___________
Please respond with your evaluation of the proposal development effort. The objective of this
questionnaire is for you to evaluate the processes and resources we used, for you to provide
constructive criticism of our effort, and for you to recommend improvements.
For each process or resource, provide a numerical value to indicate the effectiveness of the
process listed: 1 indicates very effective and 5 indicates that we need a lot of improvement. If
you did not participate in a process or did not use a resource, indicate not applicable (N/A).
1. Overall Proposal Quality
Overall Quality (1 Excellent/ 5 Poor) ______
Quality of the section to which you contributed ______
Volume/Section # _________
Rationale _____________________________________________________________________
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Effectiveness
Key Metric
(1 Excellent/5 Poor)
___________ Was the proposal well organized? Did it follow the RFP instructions?
___________ Was the proposal easy to read? Were there clear win themes and action captions?
___________ Did we succinctly define the problem/requirements we were addressing?
___________ Did we clearly tie the problem/requirements to our solution?
___________ Did we clearly define the customer benefits from what we proposed?
___________ Did we provide proof to substantiate claims?
___________ Did we clearly tell the customer why they should choose us?
___________ Did we address the RFP requirements and evaluation criteria?
If you reviewed the proposal after submission, describe any major errors you found:
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2. Processes
Effectiveness
Key Events/Activities
(1 Excellent/5 Poor)
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Kickoff Meeting
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Proposal Training
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Proposal Direction
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Capture Team Role Definition
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Win Themes/Strategies
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Storyboard/Pink Team Review
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Red Team Review
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Capture Manager Leadership
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Proposal Manager Leadership
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Proposal Facilitator Coordination
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Production Support
3. Team Building
Effectiveness
Key Activities
(1 Excellent/5 Poor)
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Did we establish a team relationship?
___________
Did we clearly communicate time frames/due dates?
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Was there a Master Schedule?
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Did we communicate customer understanding and hot buttons?
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Did we hold daily team meetings?
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Did we develop an outline?
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Did we compile a phone list?
___________
Did we create a compliance checklist?
4. Resources
Effectiveness
Resources
(1 Excellent/5 Poor)
___________
Were supplies readily available?
___________
Did you have access to the equipment you needed?
___________
Did you have access to folders on the network as needed?
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Was there a proposal war room?
Please provide recommendations for those areas you score as a 4 or 5. Please describe those
processes and resources that you score as a 1 or 2.
Recommendations for process/resource improvements:
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Effective processes/resources to replicate/reuse:
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