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Sink or Swim Faster! Resources

Chapter 2

The 30-Day Jump Start Plan is a tool that helps onboard marketing staff quickly.  He or she will learn more about what kinds of services a firm provides, the staff that provides those services, and what makes a firm different from its competitors.

Download the 30 Day Plan

Chapter 3

The words “Marketing Plan” or “Strategic Marketing Plan” can conjure extreme fears of laboring over reports and doing research for hours, but that doesn’t have to be your experience.  Use this template to help you craft your marketing plan after completing the 30-Day Jump Start Plan.

Download the Chapter 3 Marketing Plan

Chapter 4

The Project Information Sheet or Form is a great tool to send to a project manager before you work on creating a project sheet. After the project manager completes this form, you’ll have everything you need to create a project sheet.

Download the Lead Qualifying Form

Chapter 5

You can customize this template based on your industry.  Having all of the information you need on one sheet will help you with your next qualifications or proposal package.

Download the Project Information Form

Chapter 5

Download the Project Sheet Example

Chapter 7

After reviewing the RFP, it’s time to complete a go-no-go process. This form will help your team determine whether or not you’re prepared to go after this opportunity.

Download the Government Readiness Quiz

Chapter 8

Download the Go-No-Go Checklist

Other Resources

2018 SMPS Southeast Regional Conference – Atlanta, GA

Download these adapted Agile tools for proposal developers! Contents include: A Daily Stand-up Format; Sprint Review Template, and Retrospective Template.

“Disrupting the Proposal Process with Agile” presentation given at the 2018 SMPS Southeast Regional Conference.

Download the presentation

2018 SMPS Southeast Regional Conference – Atlanta, GA

Download the 2018 SERC Presentation