| Phase |
|
Task |
| Capture |
|
Selected Capture Manager |
|
Selected Capture Team |
|
Defined Capture Team Roles & Responsibilities |
|
Conducted Capture Team Training |
|
Opportunity Internal Research and Development |
|
Update to 1/3/5 year plan |
|
Opportunity Influence Effort (Identify Customer Sponsor (who wants you to win)) |
|
Respond to RFI/Sources Sought |
|
Attend Industry Day and/or bidders conference |
|
Provide questions to customer |
|
Determine Customer Procurement Schedule |
|
Write Capture Plan |
|
Management Review Capture Plan |
|
Conduct Capture Kickoff Meeting |
|
Estimate Capture Budget |
|
Approve Capture Budget |
|
Identify Stakeholders |
|
Identify Source Selection Activities and Key decision makers |
|
Determine Customer’s Evaluation Criteria |
|
Complete Contact Plan |
|
Competitive Analysis |
|
Self Assessment Analysis |
|
Determine Customer’s Program Funding available |
|
Prepare WBS |
|
Price to Win |
|
Complete Black Hat Review |
|
Risk and Opportunity Assessment with Mitigation |
|
Complete Program IMP/IMS |
|
Develop Win Strategy, Win Themes & Volume Storyboards |
|
Complete Teaming Agreements |
|
Establish Cost Bogies per WBS element |
|
Determine Program Execution Strategy (CONOPS) |
|
Identify Proposal Manager |
|
Proposal Development Plan |
|
Identify Proposal Team |
|
Define Proposal Team Roles & Responsibilities |
| DRFP |
|
Conduct Draft Proposal Kickoff Meeting |
|
Conduct Proposal Training |
|
Provide ROM BOE estimates |
|
Complete Story Boards |
|
Identify Program PM |
|
Identify Program Team |
|
Develop Program IPTs |
|
Complete Draft Outline |
|
Complete Story Boards |
|
Define IPT and Program Team Roles & Responsibilities |
|
Develop Draft Proposal |
|
Conduct Draft Pink Team Review |
|
Conduct Draft Red Team Review |
|
Develop Draft Program Plans |
| RFP |
|
Conduct Draft Proposal Kickoff Meeting |
|
Develop Final Cost Proposal |
|
Develop Final Program Plans |
|
Develop Final Proposal |
|
Conduct Red Team Review |
|
Conduct Gold Team Review |
|
Proposal Copies |
|
Backup Copies |
|
Proposal Delivery |
|
Proposal Delivery Confirmation |
| Delivered |
|
Conduct Oral Presentation Training |
|
Conduct Oral Presentation Dry Runs with Video |
|
Conduct Red Team Review of Oral Presentation |
|
Conduct Lessons Learned on Proposal |
|
Prepare for Q&As |
|
Prepare for BAFO |
|
Complete Program Front End Transition Planning |
|
Attend Customer Debrief |
|
Conduct Lessons Learned on Proposal |
