kpmg全套内部培训课程8.docVIP

[CLIENT] PROPOSAL PLAN Outline/Assignments Filename Sect # Section Title Writer* Status (holes, needs, etc.) Written Reviewed *Assign a single person responsible for completing each section – others may contribute but ONE person needs to be accountable. Important Contact Numbers Name Role in Proposal Work Other Partner Senior Manager BDM BDST – Proposal Coordinator/Editor Subcontractor Writer(s) Graphics Proposal Calendar Possible items to include in the calendar (KEEP EVERYTHING IN MS WORD FOR EASE OF ACCESS) Proposer Conference Format electronic copy for distribution, distribute files assignments items for legal review First drafts due - Point out outstanding issues, “NO” items on check list etc. raise questions about mods. Last day to submit questions about the RFP Drafts ready for review, all COSTS FOR MODS must be included Final reviews complete Final formatting Final partner review Production Fedex Deliver by 4 pm Client does reference checks, develops short list Demos/Orals Intent to award SUN MON TUE WED THUR FRI SAT Production Checklist When writing begins, check RFP for requirements regarding production format: Order binders if required, anticipating single sided estimate Order text tabs if required, through the Press Room on 6th floor Design cover and spines (if binder) Once your files are written, and general editing/formatting is complete: Make sure binders and tabs have arrived and send to repro area Run automated table of contents, TOC (select down to heading level 3) Add any additional TOC items manually, i.e. cost, appendices, attachments, etc. Verify page numbers and location of materials with TOC Print reproduction master “QC” the master hard copy before copying!! Slowly go through each and every page for weird formatting problems or “eyesore” mistakes Do “change pages” as needed Print cover letter onto letterhead Print color covers on KPMG card stock and give to Dave for insertion Print color cover file onto second-sheet lett