Fixing Your Proposal Process Won’t Help If the Rest of Your Business Development Process is Broken

In the current business environment, there is a lot of buzz out there promising how Artificial Intelligence (AI) can fix your proposal process. And maybe your proposal process is broken. But I’m willing to bet that if your proposal process is broken, the rest of your business development process is probably broken too.
What do I mean?
I mean that in a lot of cases, the reason proposal teams are scrambling is because:
- Bid decisions are delayed
- There are too many proposals in the pipeline to manage using the existing resources
- Teams are pursuing opportunities with low probabilities of win
- Solution development is happening after the request for proposal (RFP) release
- There’s a lack of opportunity, customer, and competitor information
When your proposal teams start from a competitive disadvantage, it doesn’t really matter how good or bad the proposal process is. You’re setting your teams up for failure.
Business Development Lifecycle
Market Segmentation, Long-Term Positioning, and Opportunity Analysis
(typically, 3+ months)
Successful business development should begin much earlier than the proposal development phase. Market segmentation and long-term positioning are ongoing activities that should occur months before an opportunity hits the streets. Once an opportunity has been identified, leadership should decide on whether it’s worth the business’s time and money to further assess and qualify that opportunity (i.e., move forward to further assess the opportunity). During this time, teams should gather preliminary intelligence on the program and the customer. They should be meeting with the customer. Understanding the opportunity drivers. Educating the customer on the value the team could bring to the program. Once sufficient information is gathered about the opportunity, then the team can make an informed pursuit decision and assign a capture manager.
Long-term planning and positioning provide corporate awareness of upcoming opportunities aligned with strategic goals. By targeting opportunities that meet strategic goals of the company, and identifying those opportunities early, you’ll have time to implement effective opportunity pursuit strategies.
Capture Planning
(typically, 3 to 12 months)
During the capture phase, teams should build on the intelligence gathered during the long-term positioning phase. They continue to build customer relationships and gather additional opportunity and competitor information. The capture manager should develop the capture plan and win strategy, send out data calls, understand the competitive range, develop the pricing strategy, and develop the teaming strategy. The capture plan should be reviewed by leadership periodically to ensure sufficient capture progress is being made. Tough questions should be asked. Strong guidance on next steps should be issued, especially if the team is not on track. Also during this phase, we should see a Black Hat review, Blue Team review, and initial Executive Summary development. The capture phase culminates with a preliminary bid/no-bid decision and proposal managers are assigned.
Building Meaningful Customer Relationships
These early business development phases enable key players from your organization to not only gather information about the customer, but to build a meaningful relationship with the customer and understand their underlying concerns. By meeting regularly with the customer well in advance of the RFP, you and your team will have the time to establish strong working relationships. As these relationships grow, the team will begin to understand the customers’ concerns directly related to the program and determine what keeps them up at night. Teams can also develop solutions to meet the customers’ needs and vet those solutions with the customers prior to the RFP release.
Gathering Customer and Competitive Information
These early business development stages also provide your team with time to gather customer, opportunity, and competitive intelligence. This includes identifying who the key decision makers are with the customer, the drivers behind the solicitation, any issues they may be having on the current contract or other similar contracts, and which other companies might be interested in pursuing the opportunity. These phases provide a critical understanding of the potential strategies of the competition, who they might be teaming with, and what their strengths and weaknesses are. Armed with this information, you’ll be able to develop strategies to ghost the weaknesses and downplay the strengths of the competition.
Responding to Requests for Information (RFIs) and Sources Sought
When opportunities are identified and qualified early in the business development process, teams can participate in the Government’s research process. RFIs and Sources Sought are critical elements in the customer’s acquisition process, so when the customer takes the time to release these for opportunities you’re interested in, it’s critical that you take the time to respond. RFIs and Sources Sought are formal resources that the customer uses to understand the available contractors and the available solutions relevant to their upcoming procurement. These documents help the customer understand that you are interested in bidding and are an opportunity to continue educating the customer about your organization and solution. When you don’t target an opportunity until after the RFP release, you miss out on these communication and shaping points with the customer.
Proposal Planning
(typically, 1 to 6 months)
During the proposal planning phase, the proposal manager will extract relevant information from the capture plan to develop the proposal management plan. The proposal manager and capture manager should work together to define and assign the required proposal resources. The proposal manager will work with the team to get a proposal site established, develop a notional outline and compliance matrix based on draft or straw-man RFPs, establish storyboard and drafting templates. The capture manager will continue to refine the pricing strategy during this time. When ready, the team will begin storyboarding and writing activities. It’s common to conduct the initial Pink Team review during the planning phase. Once the final RFP is released, the proposal planning phase is complete once the bid decision is validated. All this research, planning, and preparation serve to support a smoother and more successful proposal process once the final RFP is released.
Proposal Development
(typically, 1 to 3 months—and sometimes less)
When we talk about “fixing” our proposal process, this is the phase that we are generally referring to: the time from RFP release through submission. Where we kickoff the proposal effort, have drafting and review cycles, finalize the document, and submit. We might even try to squeeze in some planning and solutioning activities into the mix, if those have not happened already. Reflecting on the recommended capture, positioning, solution development, and pre-RFP draft development activities that should take place for the most successful outcome, it’s no wonder that proposals that begin at the RFP drop—or worse—well after the RFP drop—are frequently unsuccessful. There simply isn’t enough time to develop a winning strategy and proposal in that short amount of time.
Final Thoughts
All this is to say, maybe your proposal process really is broken. But to truly fix it, I would be willing to bet you need to fix a lot of the process upstream. Building a relationship with your customer and understanding their underlying concerns takes time and discipline. Without solid customer relationships, you won’t have the opportunity to understand their programmatic concerns or determine what really keeps them up at night. Further, you won’t be able to develop solutions to meet their needs and vet those solutions prior to the RFP release. Once the RFP is released, it’s too late for effective opportunity shaping and solution vetting. It’s no wonder that pop-up or short-notice efforts typically have a much lower win rate than targeted and well-positioned opportunities. Proposals are won during the capture phase—and to build the necessary relationships, understand the competitive landscape, and mitigate potential issues—you need time, and you need a disciplined business development process. Fixing your proposal process won’t be enough.



