Managing Strategic Proposals



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.

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.

This 2-day online course is delivered as a series of 1.5 to 2 hour facilitator-led sessions with breaks between so you can complete brief case study exercises.

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

Who Should Attend:

  • Proposal Managers
  • Proposal Writers
  • Business Developers

Download flyer here

To book your seat at an upcoming Managing Strategic Proposals workshop, please use dropdown menu below to select your preferred workshop location and date.

SKU: Managing Strategic Proposals Categories: ,



  • Your seat at Managing Strategic Proposals – 2 day workshop
  • Shipley Certification Badge: 1 Star Proposal Management
  • Access to The Business Winning Centre (BWC)
  • Access to your digital workbook, tools and templates via BWC
  • Scheduled 1:1 call with your facilitator after your workshop

If the dates above don’t work for you, please fill out the form below to register your interest in attending a future Managing Strategic Proposals workshop.


Additional information

Workshop Location & Date

Online: 14 – 15 November 2023, Online: 27 & 28 Aug 2024


There are no reviews yet.

Be the first to review “Managing Strategic Proposals”

Your email address will not be published. Required fields are marked *