Your challenge

AI is changing how proposal professionals manage new business pursuits and write competitive proposals.

Lohfeld’s Generative AI for Proposal Professionals class gives you the opportunity to bolster your skills by training you to use the new generation of AI tools to increase your value as a proposal or capture practitioner.

The solution

In this class, you’ll learn how to design, build, and test AI prompts; develop proposal technical and management solutions; create feature/benefit/proof tables; evaluate and score proposals; and create high-scoring proposal content by accessing past proposals, capture plans, customer interview reports, and other documents stored in your company’s private data library.

When you’ve completed this class, you’ll never go back to the old way of building proposals.

What you will learn

In this Generative AI for Proposal Professionals class, you’ll learn how to:

• Understand the basic principles that underly all Generative AI platforms
• Understand the capabilities and limitations of AI models
• Engineer quality prompts and create GenAI assistants that produce narratives with a structure, content, style, tone, and format that you desire
• Build great proposal content by securely accessing a company’s confidential data library of past proposals, capture plans, technical documents, etc.
• Use a GovCon business development (BD) domain-aware Generative AI platform specifically designed to respond to government RFPs

Who should attend

(Eligible for 12 APMP CEUs)

Class Price

• $795 per student includes all training materials, handouts, and live instructor-led training. No discounts are available.
• A temporary license (class time + 7 days) to access our Training Tenant

Generative AI Class Schedule

ONLINE / Day 1 (~4.5 hours)

Introduction to AI-Assisted Proposal Development

We’ll begin the class on Day 1 by developing an in-depth understanding of the capabilities of Generative AI—and its current limitations—with custom content, demonstrations, and hands-on exercises. You’ll be set up with an account in Lohfeld’s Generative AI Training Tenant, a secured, GovCon business development domain-aware Generative AI platform, so you can immediately learn how to use AI tools to write proposal content, develop technical solutions, build briefings, and automate proposal reviews. You’ll learn how to write engineered prompts and chain-of-thought prompts that help you quickly converge on desired outcomes.

We’ll also discuss why AI models hallucinate, their limitations, and how to manage data security in enterprise models. Understanding how AI works will accelerate you up the learning curve to make you more effective and efficient in generating high-quality proposal artifacts.

By the end of Day 1, you’ll be skilled in using basic tools and the prompts you have written to generate sample content, showing the power and diversity of Generative AI.

ONLINE / Day 2 (~4.5 hours)

Enterprise AI Platforms and Prompt Engineering for Proposal Development

On Day 2, we’ll dive deeper into using Lohfeld’s Training Tenant to create high-scoring proposal content. We’ll use a Generative AI chatbot and a proposal content drafting AI Assistant to prepare, revise, and customize high-quality proposal content using a real-world solicitation. We’ll explore how to use retrieval augmented generation (RAG) and other Generative AI capabilities to automatically find and retrieve content from your company’s private data library to create winning proposal content that reflects your company’s unique value.

We’ll explore how to set up and maintain a secure company private data library with a myriad of company artifacts (e.g., capture plans, customer data, past proposals, proprietary solutions, past performance, resumes, etc.). You’ll also learn how to set up a shareable Prompt Library of your prompts for re-use and sharing with coworkers.

By the end of Day 2, you’ll be effortlessly writing your own prompts, skillfully creating new proposal content, and designing continuity of thought prompts to build custom workflows that are essential to creating real proposal content.

ONLINE / Day 3 (~4.5 hours)

Advanced Topics in Proposal Content Review and Revision, Solution Development, and Practitioner Proficiency

On Day 3, you’ll use the entire suite of proposal preparation tools and Assistants in the Lohfeld Training Tenant to create, check, and revise a response to a real government RFP. You’ll generate executive summaries, technical and management solutions, proposal strength statements, and first drafts of proposal content. You’ll also:

• Quickly draft an innovative response based on company capabilities, use a compliance checker Assistant to evaluate your response, and make revisions based on suggestions from the Generative AI.
• See an instructor-led demonstration of an Assistant that forecasts solicitation requirements and evaluation criteria and then steps you through developing a preliminary technical and management solution.
• Use a private data library of past proposals and other proposal artifacts to help build proposal content.
• Complete an in-class exercise to create an end-to-end solution to a real RFP.

By the end of Day 3, you’ll be using AI tools with proficiency to confidently assist capture teams, help SMEs create high-scoring solutions, and write proposal content better and more quickly than ever before. You’ll be prepared to be an AI trailblazer and accelerate your company’s adoption of AI technology.

Your temporary Training Tenant license will last ~7 days after the class, so you can continue using it to develop additional prompts for your personal prompt library. After 7 days, all prompts and work products will be deleted, and the Training Tenant will be reinitialized to prevent proprietary data exposure.

About Our Instructors

Generative AI Training Specialists

Bruce Feldman

Vice President, Generative AI and Capture Management Training Specialist, Strength-Based Winning^® Instructor

Bruce brings more than 30 years of experience as a subject matter expert (SME) in business development, capture management, and proposal development, specializing in Space and National Intelligence programs for the U.S. Air Force (USAF), U.S. Space Force (USSF), Intelligence Community (IC), Office of the Secretary of Defense (OSD), Department of Defense (DOD) 4th Estate, and Combatant Commands.

He leads Lohfeld Consulting Group’s Artificial Intelligence (AI) initiatives and is the lead trainer for our Generative AI for Proposal Professionals classes, a trainer for our Capture Management and Strength-Based Winning^® classes, and a consulting advisor.

Before joining our team, Bruce was the Senior Vice President for Business Development for SAIC’s $3B National Security and Space Sector. He also served as Chief Growth Officer for Engility, Senior Vice President of QinetiQ North America, Vice President of GCI, Inc. (a subsidiary of General Dynamic Information Technology (GDIT)), and Research Staff Analyst for TASC, Inc.

Bruce is a retired Lt. Col., USAF Reserve, and previously an active-duty USAF officer. He served as the Defense Information Systems Agency (DISA) Detachment Commander at the National Military Command Center (NMCC), as Chief of Mission Planning for the USAF Space and Missile Center, and on active duty at the National Security Agency (NSA). He holds a BA in Chemistry from Yale University, a BS in Electrical Engineering from the Air Force Institute of Technology, and an MS in Electrical Engineering from the Massachusetts Institute of Technology (MIT). He is also an NSA-certified Cryptologic Engineer and holds Project Management Institute (PMI) Project Management Professional (PMP) and Association of Proposal Management (APMP) Foundation-level certifications.

Dwayne Baptist

Vice President, Generative AI Training Specialist, PMP, Capture Manager, Proposal Manager, Technical Lead, Orals Coach, Program/Project Management

Dwayne brings 30 years of experience in the IT and service delivery sector with 25 years of experience in capture and proposal development. An expert Proposal Manager, Orals Coach, and Color Reviewer, he is a preeminent proposal strategist and solution architect. He has worked across DoD, many parts of DHS, and numerous civilian Federal Agencies. He has also led proposal efforts at the state and local levels.

Prior to joining Lohfeld Consulting Group, Dwayne served in senior leadership roles in a variety of large and small companies. He has led efforts to win major IDIQ vehicles with ceilings as high as $10B, including assembling winning teams to enter new markets that subsequently won significant task order revenue. As president of Dwayne Baptist and Associates, he combined capture and proposal development consulting with executive coaching to help leaders and organizations develop the business processes needed to quickly and reliably capture, bid, and win new work, and to protect incumbent work. Dwayne is a member of APMP, certified PMP, and a proud graduate of the United States Naval Academy.

---

Cancellations and Transfers

Student substitutions are permitted at any time up to the start of the class (please notify your instructor so s(he) can forward the invitation to the substituted student).

Fourteen (14) days or more prior to the start of the class: No charges will be incurred for canceling or transfer of class registration.

Thirteen (13) days or fewer prior to the start of the class: The full tuition is due. There is no credit available to transfer or refund. If rescheduling, an additional payment in the amount of the new registration will also be due.

Student No Show

If a student fails to attend class, the full tuition is due, and there is no credit available to transfer or refund.

Refunds

Refunds are made upon request only for registrations canceled fourteen (14) calendar days, or more, prior to the class start date.

Recordings

No recordings of Lohfeld Consulting Group classes are permitted or available.