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Capture & Proposal
Planning for Small Business
The Path to
Success
2014 Small Business Exchange
December 20, 2014
1. Define your story
2. Plan your approach
3. Build your experience
4. Go for the Win!
5. Resources
Agenda
1.Defineyourstory
1. Define your story
1. Define your story
1. Define your story
Commitment to being really
easy to understand
1. Define your story
Straightforward/no bullsh*t
Superior design
Partners you can talk to
Accurate cost budgets
Zero-conflict projects
Quality work. Done right. Every time.
1. Define your story
2. Plan your approach
2. Plan your approach
2. Plan your approach
2. Plan your approach
2. Plan your approach
2. Plan your approach
3.Buildyour
experience
3. Build your experience
3. Build your experience
3. Build your experience
3. Build your experience
3. Build your experience
4.GofortheWin!
4. Go for the win!
Number of
Proposals Bid
Number won Win
Ratio
10 3 30%
5 3 60%
2 2 100%
4. Go for the win!
4. Go for the win!
4. Go for the win!
4. Go for the win!
4. Go for the win!
1. Define your story
2. Plan your approach
3. Build your experience
4. Go for the win!
5. Resources
Summary
6.Resources
Michael Porter (2010), Book Yourself Solid 2nd Edition, Wiley
Jon Williams & BJ Lownie (2014), Proposal Essentials, Strategic
Proposals Ltd.
Tom Searcy (2009). RFPs Suck!, Channel V Books
Tom Sant (2012), Persuasive Business Proposals, AMACON
Greater Houston Chapter, Association of Proposal Management
Professionals (www.apmphouston.org)
Society for Marketing Professional Services (www.smpshouston.com)
http://jkwaldie.com/blog/
6. Resources
Jeannette K. Waldie, CPP APMP
Jeannette.waldie@jkwaldie.com
jkwaldie.com
THANK YOU
Questions & Answers

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The Path to Success 12202014 Waldie web