Playbook Bundle
The Shipley Play bundle provides a step-by-step approach and necessary tools to help you win more business.
Each Playbook comes with downloadable tools! Look for the download link in your confirmation letter.
Capture Manager Playbook
Winning business in today’s competitive markets requires discipline and know-how. Professionals pursuing business in any market segment need to be assertive in understanding and assessing customer needs, competitor positions, and strategic solutions.
The Shipley Capture Manager Playbook provides a step-by-step approach and necessary tools for capture or opportunity managers to qualify for and win strategic opportunities. The Playbook identifies key milestones and decisions that are necessary to advance the sale and gain a competitive advantage. Dismissing key steps or assuming a favorable position with the customer is a formula for failure. By applying the key tasks, activities, milestone decisions, and tools found in the Playbook, you improve your probability of winning.
Proposal Manager Playbook
The Shipley Proposal Manager Playbook is a step-by-step guide with key tasks, milestones, and tools to help win more business. Over 40 downloadable tools are included in the playbook--each a valuable aid to any Proposal Manager facing the challenge of managing people, process, solutions, and sales messaging.
The Playbook is divided into three sections:
Proposal Planning – All the necessary tasks and milestones for leveraging sales and capture activity into the proposal win strategy. Guidance for creating schedules, outlines, compliance and response matrices, and win themes are all included in this section.
Proposal Development – Tasks from finalizing teaming agreements to holding daily stand-up, status meetings are included in this section of the Playbook. Also included is step-by-step guidance on incorporating visuals, finalizing the proposal management plan (PMP), reviewing draft content, coaching authors, and facilitating proposal review sessions.
Post-Submittal Activities – Significant attention to key activities and milestones after proposal submission is often the difference between winning and losing. This section of the Playbook gives step-by-step guidance on organizing and recording lessons learned, preparing a transition plan, conducting a white hat, and celebrating a winning effort.
Proposal Writer Playbook
The Shipley Proposal Writer Playbook contains best practices to strengthen your writing and help you produce winning proposals in any industry. The Playbook includes principles of bid and proposal writing that consistently produce compelling, customer-focused writing. Downloadable tools are also included to support effective proposal development.
Included with the guide are these tools and templates:
- Proposal Section Planner
- Proposal Section Organizer
- Mockup Template
- Proposal Development Worksheet (PDW)
- Four-Box Organizer
- Proposal Outline
- Pink Team Assessment Form
- Pink Team Review Form
- Red Team Review Checklist
- Red team Scoring Guidance
- Red Team Review Form
- Red Team Horizontal Review
- Lessons Learned Review checklist
- Lessons Learned Survey
- White Hat Instruction
- White Hat Planner