Proposal Content Plan Template - MyPM

PROPOSAL CONTENT PLANSolicitation NameProposal WriterSolicitation NumberProposal ManagerSection Due DateAssigned VolumePage CountAssigned SectionFont Style and SizeFormat RequirementsINSTRUCTIONSThis Proposal Content Plan template contains two parts; “Part A, Information for the Content Plan” and “Part B,The Content Plan.” Part A is simply a placeholder for high-level information needed to complete Part B.In Part B, you will find two different examples of how to format the content plan. The first example is in outlineformat and the second one is in layout format. Neither is for actual use. They merely illustrate ways to set up theplan and annotate it.Solicitations vary greatly and each response is unique. This means each content plan is unique. In Part B, build thecontent plan from scratch. Construct it to fit the solicitation requirements and annotate it to fit your uniquestrategy and unique offer.PART A, INFORMATION FOR THE CONTENT PLANA.I. THE PROPOSALA. SECTION PURPOSEDescribe the main purpose of this section and provide the writer with general instructions.B. RFP REQUIREMENTSList all RFP requirements regarding this section.Requirement#RequirementFor more free proposal management templates, visit MyPM.Location Below WhereRequirement isAddressed1

C. WIN THEMESState the volume/section win theme(s), below.Win ThemesD. PROPOSAL EVALUATION CRITERIAList all proposal evaluation criteria and any assigned weight. If your section addresses evaluation criteria, state thelocation by page and paragraph.Evaluation CriteriaAssigned WeightLocationAddressedE. RE-USE MATERIALProvide material that can be re-used or re-purposed and name the location it can be used.Re-Use MaterialFor more free proposal management templates, visit MyPM.Location2

F. GRAPHICSIdentify desired graphics.Location DesiredDescriptionKnown RequirementsIn the space below, insert known graphics that are either underway or complete. Beneath them, describe theirlocation in the proposal and provide the dimensions.(insert graphic here)Describe proposal location and dimensions of thegraphic above.For more free proposal management templates, visit MyPM.(insert graphic here)Describe proposal location and dimensions of thegraphic above.3

(insert graphic here)(insert graphic here)Describe proposal location and dimensions of thegraphic above.Describe proposal location and dimensions of thegraphic above.A.2. THE SOLUTIONA. SOLUTION DESCRIPTIONFrom a high-level perspective, briefly describe the solution here. List all key elements.Solution DescriptionB. SOLUTION FEATURES/BENEFITSList only those features that will provide the customer with the benefits they desire.For more free proposal management templates, visit MyPM.4

FeaturesCustomer Desired BenefitsC. SOLUTION DIFFERENTIATORSList all known differentiators.Solution DifferentiatorsD. PROOF POINTSList all proof points that support the customer choosing your company or the solution it offers. Provide evidence,statistics, proofs, samples, endorsements, certifications, awards, tests, testimonials and benchmarks.Proof PointsE. VALUE PROPOSITIONSList the value proposition(s).For more free proposal management templates, visit MyPM.5

Value PropositionsF. SOLUTION ASSUMPTIONSList all assumptions made when proposing the solution.Solution AssumptionsA.3. OUR COMPANYA. ABOUTProvide the company history, some high-level information and the mission statement.B. ORGANIZATIONAL CHARTInsert an organizational chart here, if needed.C. PAST PERFORMANCEProvide past performance information here. Check the RFP for all requirements and check any past performancearchives for additional information. If applicable, review the Contractor Performance Assessment Reporting System(CPARS) ratings for your organization.Relevant ContractsWork Performed andAccomplishmentsSize and ScopePeriod ofPerformanceCustomer ContactD. STRENGTHSReview the bidder comparison matrix or other documentation used to assess our strengths.For more free proposal management templates, visit MyPM.6

Our StrengthsE. WEAKNESSESReview the bidder comparison matrix or other documentation used to assess our weaknesses.Our WeaknessesF. TEAMING ARRANGEMENTBelow, provide information regarding teaming arrangements.Teaming ArrangementA.4. CUSTOMER INTELLIGENCEA. ISSUES AND HOT BUTTONSBelow, provide information regarding any known issues or hot buttons the customer faces.For more free proposal management templates, visit MyPM.7

IssuesB. WANTSWhat does the customer want?WantsA.5. COMPETITOR INTELLIGENCEA. POTENTIAL COMPETITORSBelow, list the potential competitors, their weaknesses and strengths. Review the bidder comparison matrix forinformation.Potential CompetitorsWeaknessesFor more free proposal management templates, visit MyPM.Strengths8

II. PART B, THE CONTENT PLANBelow, find two different formats for a content plan. The first, on page 10, is an example of an annotated outlineand the second, on page 11, is an example of an annotated layout. They’re included as examples only and are notintended for actual use. Build the content plan to select the solicitation requirements and your unique response.Select either type of format you prefer, outline or layout.Regardless of the format selected, you can prevent rework by indicate how much space is available for writtencontent. Also, remember to add annotations. (E.g. reminders to include discriminators and RFP requirements)For more free proposal management templates, visit MyPM.9

1. FIRST HEADING HERE (START OF PAGE 1)Use a few sentences to include a theme statement here.A. SUBHEADING GOES HEREUse a paragraph to introduce the concept. Address requirement X. ADD A DIFFERENTIATORUse a short paragraph to expand upon the differentiator. ADD A DIFFERENTIATORUse a short paragraph to expand upon the differentiator. ADD A DIFFERENTIATORUse a short paragraph to expand upon the differentiator.B. SUBHEADING GOES HEREUse a paragraph to introduce the concept. ADD A PROOF POINT ADD A PROOF POINT ADD A PROOF POINTC. SUBHEADING GOES HERE (START PAGE 2)Use a paragraph to introduce the concept. Address requirement Y. ADD A VALUE PROPOSIT IONUse a couple sentences to expand upon the value proposition ADD A VALUE PROPOSITIONUse a couple sentences to expand upon the value proposition2. SECOND HEADING HEREUse a few sentences to include a theme statement here.A. SUBHEADING GOES HEREFor more free proposal management templates, visit MyPM.10

FIRST HEADING GOES HEREPlace the first theme statement here. Place the theme statementhere. Place the theme statement here. Place the themestatement here. Place the theme statement here. Place thetheme statement here.GRAPHIC TITLE HERESUBHEADING GOES HEREIntroduce concept here. Introduce concept. IntroduceIntroduce concept. Introduce concept. IntroduceIntroduce concept. Introduce concept here. IntroduceIntroduce concept. Introduce the concept. IntroduceIntroduce concept. Introduce concept. Introduce theIntroduce concept. Introduce the concept. IntroduceIntroduce concept. Introduce concept. Introduce theIntroduce concept.INSERT cept.concept. Proof point proof point proof point proof point proof Proof point proof point proof point proof point proof Proof point proof point proof point proof point proofSUBHEADING GOES HEREAddress requirement Y. Introduce concept. Address requirementY. Address requirement Y. Address requirement Y. Addressrequirement Y. Address requirement Y. Address requirement Y.Address requirement X. Address requirement Y.Address requirement Y. Introduce concept. Address requirementY. Address requirement Y. Address requirement Y. Addressrequirement Y. Address requirement Y. Address requirement Y.Address requirement X. Address requirement Y. FIRST DIFFERENTIATORDiscuss first differentiator here.differentiator goes here. Discussdifferentiatorgoeshere.differentiator goes here. Discussdifferentiatorgoeshere.differentiator goes here. Discussdifferentiatorgoeshere.differentiator goes here.FirstfirstFirstfirstFirstfirstFirst SECOND DIFFERENTIATORDiscuss second differentiator here.Second differentiator goes here.Discuss second differentiator here.Second differentiator goes here.Discuss second differentiator here.Discuss second differentiator here. THIRD DIFFERENTIATORSECOND HEADING HEREPlace the second theme statement here. Place the themestatement here. Place the theme statement here. Place thetheme statement here.SUBHEADING GOES HEREFor more free proposal management templates, visit MyPM.Address11 requirement Y. Introduce concept. Address requirementY. Address requirement Y. Address requirement Y.Discuss third differentiator here. Thirddifferentiator goes here. Discuss thirddifferentiator here. Third differentiatorgoes here. Discuss third differentiatorhere. Third differentiator goes here.Discuss third differentiator here.PLACE VALUE PROPOSITIONHERE.

For more free proposal management templates, visit MyPM. 2 C. WIN THEMES State the volume/section win theme(s), below. Win Themes D. PROPOSAL EVALUATION CRITERIA List all proposal evaluation criteria and any assigned weight. If your section addresses evaluation criteria, state the location b