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Developing  Effective  Pitches and Proposals  Christopher Batio  Director of Marketing & Business Development January 27, 2010
Pitch or Proposal – Which is which? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Pitch or Proposal – Which is which? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is an RFP? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Analyzing an RFP ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Kickoff Meeting ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Understanding begins with questions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How to Construct Your Proposal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Helpful hints to keep in mind
Proposed RFP Response Process RFP is received by Attorney  and submitted to  Marketing within 24 hours RFP  Analysis takes  place + Go/No Go  Review Attorney declines to submit proposal  to company in writing Marketing and Attorneys Identify team  and schedule  Kickoff Meeting No Go Go Stop Marketing  and Attorneys make Go/No Go  Decision
Marketing  consolidates edits and additions,  refining draft  look and feel Marketing researches target company prior to Kick Off meeting Kick Off Meeting  sets proposal strategy,  drafting schedule  and assigns team work.  Attorneys & Marketing  must participate Marketing develops  1 st  draft using prior  proposals  + marketing database  for material Attorneys edit and add  words and knowledge  to 1 st  draft Proposed RFP Response Process
Proposed RFP Response Process Second Draft is issued  to attorneys and  ‘ as needed’ reviewers  (HR?, Acctg?, COO?) Attorneys and  ‘ as needed’ reviewers  submit feedback  to Marketing team Lead Attorney &  Marketing Director conduct edit and review of final proposal draft  + executive summary Marketing  develops  cover & delivery  format Marketing team  proofreads document. Lead Attorney and  Marketing Director  sign off on proposal Proposal  is  delivered  to client

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Developing Effective Pitches and Proposals

  • 1. Developing Effective Pitches and Proposals Christopher Batio Director of Marketing & Business Development January 27, 2010
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. Proposed RFP Response Process RFP is received by Attorney and submitted to Marketing within 24 hours RFP Analysis takes place + Go/No Go Review Attorney declines to submit proposal to company in writing Marketing and Attorneys Identify team and schedule Kickoff Meeting No Go Go Stop Marketing and Attorneys make Go/No Go Decision
  • 11. Marketing consolidates edits and additions, refining draft look and feel Marketing researches target company prior to Kick Off meeting Kick Off Meeting sets proposal strategy, drafting schedule and assigns team work. Attorneys & Marketing must participate Marketing develops 1 st draft using prior proposals + marketing database for material Attorneys edit and add words and knowledge to 1 st draft Proposed RFP Response Process
  • 12. Proposed RFP Response Process Second Draft is issued to attorneys and ‘ as needed’ reviewers (HR?, Acctg?, COO?) Attorneys and ‘ as needed’ reviewers submit feedback to Marketing team Lead Attorney & Marketing Director conduct edit and review of final proposal draft + executive summary Marketing develops cover & delivery format Marketing team proofreads document. Lead Attorney and Marketing Director sign off on proposal Proposal is delivered to client