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Versions and Revisions Use MS Word “Comments” feature for notes to the reviewer or yourself (outstanding issues, holes) Have reviewers use MS Word “Revisions” feature on soft-copy edits so you can see the changes made to your text Always maintain a copy (and backup copy) of the most recent version of your document different versions floating around cause nightmares use version numbering conventions When revising text, have the RFP/OFS handy Summary Re-read the RFP/OFS requirements and evaluation criteria Think before you start writing Use outlines and graphics to organize thoughts Customize the text to the client - use specific examples Use bullets and tables for clarity Look for graphics opportunities to break up a lot of narrative Balance content: client need vs. KPMG capability Avoid chestbeating - do more paragraphs begin with the client’s name than KPMG? They should. Every writer needs and editor Why is This Course Important? Proposals remain the primary way that KPMG wins new business For as successful as we are, we need to win a higher percentage of the opportunities we develop and the proposals we submit Need to improve proposal quality Need to reduce the time spent responding to RFPs 5 CPE credits! Organized and Managed by Industry Proposal Managers Proposal Writers Proposal Coordinators/Analysts Backed up byKnowledge Center Focus on Opportunity and Proposal Support Proposal development/ management assistance Engagement contentdevelopment Maintain onlinerepositories; respondto ad-hoc inquiries Business Development Support Team (BDST) Goal: Improve the quality and reduce the time and effort needed to respond to our clients. BDST Points of Contact Course Modules 1. Proposal Basics 2. Proposal Process Proposal Theme Simulation Exercise 3. Proposal Writing - General Rules 4. Proposal Writing - Guidelines/Hints 5. Proposal Graphics 6. Executive Summary Who is This Guy, and Why Should I Listen to Him? 10+ Years of Personal Proposal Writing and
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