Managing your Proposal Team

Managing your Proposal Team

Xait
24. May 2018 | 2 min read

Managing your Proposal Team

Managing your proposal team is more than just setting deadlines and assigning tasks. While those are vital functions to a winning proposal other items such as establishing roles and responsibilities, team selection, and assigning both content and process responsibilities are critical factors in your overall success.

Establishing Roles and Responsibilities

Before team selection is to begin you must first define all roles and responsibilities within your team otherwise your team selection will be a convoluted and ongoing process. Understanding the roles and responsibilities will guide you in your selection process and put the best candidates in the best roles. Depending on the size and complexity of your proposals you may need multiple people to fill a "single" role. Such as multiple project managers who are responsible for the output from individual business units within the company.

Team Selection

Once your roles are set, team selection can begin. Usually you will have an understanding of your team and the roles they will fill but as the proposal builds you may need to adjust responsibilities accordingly. In many occasions your subject matter experts (SMEs) will be some of the most knowledgeable people on staff but they may not be your proposal or project managers as their brilliance lies solely in creating content, not managing people.

Content and Process Responsibilities

Differentiating between content and process will be key when it comes to crunch time and setting proper expectations can make or break your proposal process. Here is a quick example. You assign the engineering spec section to a project manager in a satellite office on the other side of the country. Your expectation is to have the section completed, proofread and formatted correctly when the deadline hits. Their expectation is to have written the content and submit to you for final approval and integration into the proposal. A disaster situation in the 11th hour. Setting the expectations of completing both the content and the process is key.

sign up for demo

 

Xait

Xait

Xait is redefining document collaboration. We believe that document collaboration should be about improving both quality and productivity. And this is exactly what we help our customers do with XaitPorter. By removing interruptions in the document creation process, we provide our customers with focus.

Follow our blog


We write professional blogs worth a read. Follow the blog for a sneak peek of the future!

You may also read


The benefits of a centralized content database

Dec 05, 2019 - Zach Thatcher

The benefits of a centralized content database

There is one consistent theme that has emerged throughout the technology landscape: the cloud. Cloud-based..

‘Tis the season to be jolly, with integrated systems

Dec 02, 2019 - Xait

‘Tis the season to be jolly, with integrated systems

On this second day of Advent at our Xait offices in Norway, we are taking a break from decorating our office..

Happy Thanksgiving from Xait

Nov 28, 2019 - Silje Stensland

Happy Thanksgiving from Xait

Thanksgiving is celebrated on the fourth Thursday in November and is for many the most fantastic time of the..