Tag: checklist

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Proposal production checklists (Part 4 of 4)

As a follow up to Briana Coleman’s proposal production series, we’re sharing some helpful checklists and tools for you to use in planning your next proposal production plan. Download the… Continue reading Proposal production checklists (Part 4 of 4)

Proposal production checklists (Part 1 of 4)

As a follow up to Briana Coleman’s proposal production series, we’re sharing some helpful checklists and tools for you to use in planning your next proposal production plan. Download the… Continue reading Proposal production checklists (Part 1 of 4)

7 Reasons to develop a compliance matrix

A compliance matrix can serve multiple purposes. It’s an internal document that keeps your entire proposal team on the same page regarding compliance and ensures your proposal meets all requirements.… Continue reading 7 Reasons to develop a compliance matrix

10 Topics to include in your kick-off meeting agenda

Your kick-off meeting planning process should involve identifying the location, handling logistics, designing the agenda, preparing distribution materials, and inviting the right people. Use a checklist (see our 12 Required… Continue reading 10 Topics to include in your kick-off meeting agenda

12 Required kick-off meeting elements

Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain… Continue reading 12 Required kick-off meeting elements