Oct 2024 - Capture-to-Proposal Transition

A successful shift from capture management to proposal development is essential for maintaining alignment and ensuring smooth operations. Adopting an organized process during this transition can build a solid foundation for achieving proposal objectives. Consider these three strategies to enhance the process:

Preparing the Proposal Manager

Select the proposal manager early and provide them with thorough onboarding well in advance of the RFP release. This early involvement allows the proposal manager to:

• Understand the context of the opportunity.

• Review and internalize capture documentation.

• Gain a clear understanding of the bid’s strategic approach. Early preparation also creates time for the proposal manager to draft a high-level schedule, organize resources, and address any potential budget adjustments.

Defining Roles and Responsibilities

Clearly outline the roles of the Capture Manager and Proposal Manager before the RFP is issued. TKG suggests positioning the Capture Manager as a support resource for the Proposal Manager once the capture phase concludes. In this role, the Capture Manager should focus on:

• Providing subject-matter expertise as required.

• Offering detailed information to assist with proposal development.

• Helping secure additional resources when necessary.

Organized Data Storage

Develop a centralized and well-maintained repository for storing all relevant documents and materials. Ensure that files are logically organized, clearly labeled, and timestamped. This repository enables the proposal team to access key information quickly and operate efficiently during the proposal development phase. By implementing these practices, organizations can improve coordination and focus throughout the transition process, ensuring a strong start for proposal development.