Proposal Manager Playbook (NZ)


Win more business by using the Shipley Proposal Manager Playbook.

For any Proposal Manager facing the challenge of managing people, process, solutions, and sales messaging, the Shipley Proposal Manager Playbook is a valuable time saving, risk reducing, win-rate increasing, productivity aid.

The Shipley Proposal Manager Playbook is a step-by-step guide to proposal planning and development, with key tasks, milestones, and downloadable Shipley proposal management tools. Access to over 40 downloadable Shipley Proposal Manager tools are included with your playbook purchase.

Your Shipley Proposal Manager Playbook will also explain, guide and help you lead other less experienced team members, in following the proven Shipley BD-Lifecycle steps to winning more business.

These Shipley BD-Lifecycle steps and tools, developed in conjunction with the over 50,000 Shipley customers who have had us build their skills, and collaborate on winning bids – are smart, effective guidelines you can adapt to your organisation, and each proposal situation.


In stock

SKU: SPMP-1 Category:


The Playbook is divided into three sections:

1. Proposal Planning – All the necessary tasks and milestones for leveraging sales and capture activity into the proposal win strategy. Guidance for creating schedules, outlines, compliance and response matrices, and win themes are all included in this section.

2. Proposal Development – Tasks from finalizing teaming agreements to holding daily stand-up, status meetings are included in this section of the Playbook. Also included is step-by-step guidance on incorporating visuals, finalizing the proposal management plan (PMP), reviewing draft content, coaching authors, and facilitating proposal review sessions.

3. Post-Submittal Activities – Significant attention to key activities and milestones after proposal submission is often the difference between winning and losing. This section of the Playbook gives step-by-step guidance on organizing and recording lessons learned, preparing a transition plan, conducting a white hat, and celebrating a winning effort.

Your downloadable tools with the Playbook include softcopy examples of:

• Kickoff Meeting tools
• Proposal schedules
• Proposal outline and task tracking tools
• Win strategy templates
• Proposal section planner and organizer
• Color team tools and checklists
• Visuals and production logs

Win more business by making the Playbook work for you!


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