Course Description

In this course, you will get a basic overview of everything you need to know to submit your first RFP (Request for Proposal) response.

  • Lesson 1 - Key terms and acronyms you'll come across as you work with different government agencies and procurement specialists.
  • Lesson 2 - Marketing materials you can work on before the RFP is released so you're ready to go.
  • Lesson 3 - Everything you need to do to make responding to RFPs easier.
  • Lesson 4 - Shortlist presentations.
  • Lesson 5 - Debriefing.

After completing this course, you're going to feel very confident submitting your first RFP response!


Marketing & Proposal Training Consultant

Chaz Ross-Munro, CPSM, CF APMP

Chaz Ross-Munro has been a professional services marketer for more than 10 years and has helped secure more than $600 million in contracts with both public and private sector clients. She is also a Certified Professional Services Marketer (CPSM) through the Society for Marketing Professional Services (SMPS).

Course curriculum

  • 1

    Introduction

  • 2

    Lesson 1 - Acronyms and Key Terminology

    • 1.0 Acronyms and Key Terms Used in This Course

    • 1.1 Acronyms and Key Terminology Cheat Sheet

    • 1.2 Acronyms and Key Terminology Quiz
  • 3

    Lesson 2 - Before the RFP is Released

    • 2.1 Before the RFP is Released

    • 2.0 Before the RFP is Released Video with Examples

    • 2.2 Lesson 2 Quiz
  • 4

    Lesson 3 - The RFP is Out!

    • 3.0 Creating a Detailed Proposal Plan from the RFP

    • 3.1 Pre-Bid and Kick-Off Meetings

    • 3.2 First Things First: Covers, Tabs, and Past Client Surveys

    • 3.3 Differentiators and Win Themes

    • 3.4 Formatting and Responding to RFP Questions

    • 3.5 Quality Control

    • 3.6 Lesson 3 Quiz
  • 5

    Lesson 4 - Shortlist Presentations

    • 4.0 Shortlist Presentations

    • 4.1 Shortlist Presentation Slides

    • 4.2 Lesson 4 Quiz
  • 6

    Lesson 5 - Debrief

    • 5.0 Debrief

    • 5.1 Debrief Presentation Slides

    • 5.2 Lesson 5 Quiz
  • 7

    Conclusion

    • Conclusion