Proposal Planning Done Right: The Value of Storyboarding

Ashley (Kayes) Floro, CPP APMP • February 25, 2026

In proposal development, the difference between a rushed response and a winning one often comes down to planning. One of the most effective planning tools is storyboarding—the process of transforming strategy and requirements into a clear, organized roadmap for writers.


Storyboarding bridges the gap between big-picture strategy and detailed content. Instead of diving straight into writing, it forces teams to pause and address critical questions up front:


  • What win themes should we emphasize?
  • How do we differentiate ourselves from competitors?
  • What proof points and evidence will make our claims credible?


By answering these questions early, proposal teams ensure the final product reflects a deliberate strategy rather than a patchwork of boilerplate.


This step is especially important in complex proposals where multiple authors contribute. Without storyboards, sections can easily become repetitive, inconsistent, or off message. With storyboards, however, teams gain a shared outline, unified messaging, and a structured plan that keeps writing focused, compliant, and persuasive.


Storyboarding also accelerates the writing process by reducing blank-page paralysis, supporting early graphic planning, and revealing gaps in data or compliance before they derail schedules. In short, it gives teams the clarity and confidence needed to write stronger proposals.


What Is Storyboarding?

Storyboarding is the process of outlining the content and structure of your proposal sections before writing begins. Think of it as creating a blueprint: it shows the writer what to say, in what order, and with what supporting evidence. Storyboarding is important because:


  • It keeps the writing aligned with the win strategy. Storyboards tie each section to evaluation criteria, customer hot buttons, and discriminators.
  • It saves time. Writers work faster when they know what to write, and what not to.
  • It improves consistency. When multiple authors contribute to a proposal, storyboards provide a shared vision that keeps the tone, content, and structure cohesive.


Best practices for storyboarding include:


  • Incorporate key messaging. Highlight your themes, benefits, and proof points in each section.
  • Make them visual when possible. Use tables, diagrams, and callouts to plan graphics and reinforce major messages.
  • Include RFP references. Tie each storyboard element to a specific section or instruction from the solicitation.
  • Assign clear owners. Each storyboard should name a lead writer, contributors, and reviewers—along with target dates.
  • Encourage teamwork and cross-reading. Storyboarding works best when it isn’t done in silos. Have multiple contributors work together to complete each storyboard. Then have the different section contributors cross-read the other storyboards to make sure there is consistency in the approaches.


Storyboard Template

Below is a sample storyboarding template that can be modified to align with your solutioning process. This format helps writers map out proposal content section-by-section, ensuring alignment with requirements, win themes, and the approved solution.




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Storyboard Template


Section Information

Compliance Checklist

Key Messages and Win Themes

Approach Elements

Graphic

Provide a rough sketch, table, photograph, or other graphic draft. Provide a title and action caption for each identified graphic (remember, an action caption highlights a key feature and benefit presented by the graphic). Use additional sheets as necessary.


Content Outline

Risks/Gaps/Questions





Final Thoughts

Though it’s an often-skipped step, storyboarding is a critical practice that drives proposal success. By translating strategy into structure before any writing begins, storyboarding ensures your response is focused, consistent, and tailored to the customer’s needs.


Storyboarding brings clarity to your messaging, aligns multiple contributors around a shared vision, and helps writers work faster with fewer revisions. It also allows teams to plan compelling graphics, identify gaps or risks early, and maintain compliance with solicitation requirements.


Ultimately, storyboarding helps you do more than just respond—it helps you persuade. It helps turn a collection of inputs into a unified, customer-focused narrative that evaluators can easily follow and score. If you want to improve proposal quality, reduce rework, and increase your chances of winning, start with a storyboard.


Make storyboarding a standard part of your strategic proposal process—and watch the difference it makes.



Originally posted on Proposal Reflections.


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Shows requests for information (RFIs) becoming more important
By Ashley (Kayes) Floro, CPP APMP May 5, 2026
In government contracting, the pre-solicitation phase is where requirements are shaped, vendor relationships get established, and acquisition strategies get set. Experienced teams know this, which is why they invest heavily in customer engagement, competitive intelligence, and capture planning long before a Request for Proposal (RFP) is released. But one pre-solicitation activity has historically been undervalued: the Request for Information (RFI). That's changing fast, and contractors who haven't noticed are already behind. RFIs: No Longer Just Market Research The traditional view of RFIs is simple: agencies issue them to gather information about industry capabilities before drafting a solicitation. That definition no longer captures what's happening in the current procurement landscape. Today, agencies use RFIs to define and refine requirements, test the feasibility of solutions, identify capable vendors early, and reduce the risk of poorly structured procurements. RFIs aren't just gathering information anymore, they're shaping the acquisition itself. Why Agencies Are Leaning into RFIs Several forces are pushing agencies toward deeper pre-solicitation engagement with industry, with a noticeable emphasis on RFIs. Increasing complexity. Emerging technologies and evolving mission needs mean agencies often don't know what the right solution looks like. The Government needs industry input to understand what's possible. Budget pressure. With tighter budgets and greater oversight, agencies must justify acquisition strategies earlier. RFIs let the Government validate assumptions before committing funds. Risk reduction. Poorly defined requirements lead to protests, delays, and costly rework. Getting it right before the RFP saves the Government time, money, and credibility. The result: more consequential work is happening before the RFP is ever released, and RFIs are holding more weight. The Strategic Opportunity Contractors Are Missing For contractors, this shift changes when and how opportunities are won. Responding to an RFI is no longer a courtesy or a branding exercise. It's a chance to shape how the problem is framed, introduce alternative approaches, position your capabilities as the benchmark, and influence evaluation criteria before they're finalized. Organizations that engage early often help define the playing field. By the time the RFP drops, those who sat out may find themselves reacting to requirements that already favor someone else. The Bar Is Rising RFIs are also becoming more structured. Agencies increasingly use standardized response templates, form-based submissions, and structured data collection—making it easier to compare vendors side by side. This raises the stakes for how you respond. Vague answers and marketing language don't land in structured formats. Clear, specific, well-supported responses stand out and are far more likely to influence the outcome. What To Do About It Organizations serious about win rates need to rethink how they treat RFIs: not as optional, but as strategic. This means being selective but intentional about which RFIs to pursue, aligning RFI responses with your broader capture strategy, and focusing on insight rather than just information. The goal isn't simply to answer the questions being asked: it's to shape the questions that will appear in the RFP. Final Thoughts RFIs are not new, but their role in government contracting is changing in meaningful ways. RFIs have become a critical touchpoint where agencies and industry collaborate to define problems, explore solutions, and reduce acquisition risk. For contractors, they represent one of the earliest, and most valuable, opportunities to influence an outcome. The organizations that recognize this, and act on it, are the ones best positioned to win.
By Ashley (Kayes) Floro, CPP APMP March 30, 2026
When was the last time your team truly examined why you won—or lost—a proposal? Every submission your team makes, win or lose, contains a roadmap for doing better next time. Yet many organizations treat each proposal as a standalone event, moving quickly from one bid to the next without pausing to reflect on what worked, what didn't, and why. This is a costly mistake. A structured lessons learned program, built into every stage of the business development lifecycle, is one of the most powerful tools a company can use to sharpen its competitive edge. What many organizations overlook is that some of the most valuable lessons come directly from the customer. Internal assessments are important, but they only tell part of the story. Customer debriefs provide a rare opportunity to understand how the Government evaluated your solution, what aspects of your proposal resonated, where evaluators perceived risk, and how your approach compared to the competition. When combined with internal lessons learned efforts, debriefs can uncover strategic insights that dramatically improve future capture and proposal performance. Conducting Lessons Learned Conducting lessons learned after each proposal submission is a critical part of the business development lifecycle. It helps companies understand where they are excelling and where they need to improve. To ensure the experience is fresh in everyone's mind, each member of the proposal team should document their impressions—both positive and negative—within the first week after submission. Sample questions to consider include: Was the proposal development schedule reasonable and realistic? Why or why not? Were there any bottlenecks or major issues? If so, what were they, and how could they be mitigated in the future? Did the team work well together? If not, how could team dynamics have been improved? How effective was communication among the team? What went well? What could have been improved? Did any unexpected problems occur during proposal development? If so, how could they be mitigated going forward? Did the team stay within its B&P budget? If not, what could have been done differently? What worked best during the capture and proposal effort? What areas require improvement? A practical way to gather and analyze this feedback is to send a survey to each team member using an automated tool, which makes it easier to collate and compare responses. Just as importantly, organizations should ensure lessons learned discussions extend beyond proposal operations and include capture, pricing, solutioning, staffing, and customer engagement activities. Many proposal losses are rooted in issues that occurred long before writing ever began. Request a Customer Debrief Too often, companies only request debriefs after a loss, missing valuable opportunities to learn from wins as well. Winning debriefs can reveal why the customer selected your solution, which strengths carried the most weight, and where evaluators still saw weaknesses or risk despite awarding your team the contract. Those insights can be invaluable for recompetes and future pursuits. When requesting a debrief from the Government, professionalism matters. Requests should be submitted promptly, kept concise, and focused on understanding the evaluation rather than challenging it. The objective is not to argue with the customer, but to gain insight into how the proposal was perceived and evaluated. During the debrief itself, the most productive teams ask thoughtful, strategic questions such as: What proposal strengths had the greatest impact on the evaluation? Were there areas where the Government perceived increased risk? How well did the proposed approach align with the agency’s priorities? What differentiated the winning proposal? Were there areas where the proposal appeared compliant but not sufficiently tailored? Did the Government identify any gaps in customer understanding? The best debriefs often reveal issues that are not immediately obvious in evaluation scores alone. A technically compliant proposal may still fail because it lacked clear differentiation, did not sufficiently address customer pain points, or failed to inspire confidence in execution. Those insights are essential for improving future capture and proposal strategies. Equally important, organizations should approach debriefs as relationship-building opportunities. Agencies remember contractors that engage professionally, ask intelligent questions, and demonstrate a genuine commitment to improvement. After Action Report Once the feedback has been gathered, the Proposal Manager should review the trends and prepare an After Action Report that details lessons learned, root causes, and recommended next steps. This report should be shared with the full proposal team to ensure that insights are carried forward into future efforts. The most effective After Action Reports do more than document tactical issues. They identify whether the team’s overall strategy aligned with the customer’s priorities. Did the proposed discriminators truly differentiate the solution? Did the proposal clearly communicate customer understanding? Were there areas where the team assumed the customer valued something that ultimately had little impact on the evaluation? Answering these questions helps organizations move beyond surface-level process improvements and make meaningful strategic adjustments. Lessons Learned Session Additionally, after contract award is announced, the team should conduct a formal Lessons Learned Session to document and discuss observations, findings, and conclusions—win or lose. This session should incorporate both internal feedback and customer debrief information whenever possible. By understanding where the team encountered roadblocks, where the customer found gaps in the response, and what elements of the solution resonated most strongly, organizations can strengthen both their processes and their competitive positioning. Equally important: identify what the team is doing well and make sure those practices are preserved and repeated. Analyzing Trends and Updating Standard Operating Procedures (SOPs) Conducting lessons learned after each proposal is valuable, but the benefit compounds when you step back and look at the bigger picture. On an annual basis, review your After Action Reports, customer debrief notes, and lessons learned sessions as a body of work, and analyze them for recurring themes and patterns. As the year wraps up, whether you follow a corporate fiscal year or the calendar year, ask your team: What challenges keep surfacing? Where does the team consistently perform well? What issues repeatedly appear in customer debriefs? Are evaluators consistently identifying the same weaknesses or risks? Are there gaps in capture execution, customer engagement, staffing, or pricing strategy? Discussing and sharing these trends with your team creates a culture of transparency and accountability, and helps focus improvement efforts where they matter most. More importantly, translate those findings into action by updating your business development and proposal SOPs. If internal feedback shows the team is consistently scrambling during production, adjust your SOPs to launch the production process earlier. If customer debriefs repeatedly cite a lack of customer understanding, take a hard look at your capture process and strengthen your call plan execution. If evaluators consistently identify transition risk or staffing concerns, revisit your solution development and recruiting strategies. Continuously refining your processes in response to real data, especially direct customer feedback, is one of the clearest paths to improved performance and more wins. Final Thoughts Every organization in this industry wants to win more, and win rates are often cited as the headline measure of a business development organization's health. While they are a useful starting point, win rates alone don't tell the whole story. Too many variables influence any single outcome. What matters more is building the discipline to learn from every effort, regardless of the result. A consistent lessons learned program, paired with customer debrief analysis, annual trend reviews, and a willingness to update your processes, creates a feedback loop that makes your team sharper over time. The companies that win consistently aren't just the ones with the best writers or the biggest budgets, they're the ones that systematically learn faster than their competitors. Every proposal, whether it results in a win or a loss, provides an opportunity to improve. The organizations that capitalize on those opportunities are the ones that steadily build stronger capture strategies, stronger proposals, and ultimately, stronger win rates over time.
By Ashley (Kayes) Floro, CPP APMP March 25, 2026
Tight page limitations are continuing to be a challenge as contracting officers streamline their acquisition processes. When faced with tight page restrictions, we often find ourselves struggling with trimming five pages of material into two pages of allocated space. However, sometimes the content we are working with is so long because it is simply overly wordy. In this article, I present six tricks for eliminating waste. 1. Use Active Voice With active voice, the subject of the sentence comes first and performs the action in the sentence. Active voice is more straightforward and concise than passive voice. It typically results in shorter, sharper sentences. So not only does it take up less real estate, it flows better and is easier to understand. Passive: It was decided by the Program Manager to streamline the program. Active, Strong Verb: The Program Manager streamlined the program. 2. Eliminate Redundancies Remove redundancies that take up extra space and don’t add value. I present some examples below.