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Marketing and Proposal Strategy | |
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Building Personal Relationships | |
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The Sales Proposal Process: 12 Steps to Success | |
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Breaking In | |
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Getting Known | |
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Clinching the Job | |
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Following Through | |
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The In-House Proposal Process: Five Steps to Success | |
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The Bid/No Bid Process: An Informed Decision | |
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The Strategy Process: Seven Steps for a Winning Plan | |
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Summary | |
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Exercises | |
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Proposal Management | |
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Proposal Functions | |
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Proposal Organizations | |
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Control of Proposal Development Costs | |
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Organization and Staffing Approaches | |
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Process Definition, Training, and Scheduling | |
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The Documented Process | |
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Training | |
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Scheduling | |
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The Proposal Management Process | |
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Effective Meetings | |
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Summary | |
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Exercises | |
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Preparing to Write | |
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The Summary Outline and Requirements Matrix | |
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The Amplified Outline | |
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Storyboards | |
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The Benefits of Storyboards | |
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The Challenges of Storyboards | |
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Mock-Ups | |
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Summary | |
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Exercises | |
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Writing | |
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Understanding Your Reader | |
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Obstacles Readers Face | |
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Preproposal Communication with the Customer | |
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Analyzing Reader Needs | |
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The Principles of Organization | |
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Basic Writing Rules | |
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Proposal Writing Rules | |
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Overcoming Writer's Block | |
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Summary | |
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Exercises | |
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Graphics | |
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Factors That Influence the Use of Graphics | |
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General Rule for Graphics | |
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Specific Rules for Nine Common Graphics | |
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Rules for Pie Charts | |
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Rules for Bar Graphs | |
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Rules for Line Graphs | |
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Rules for Schedules | |
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Rules for Flow Diagrams | |
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Rules for Organization Charts | |
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Rules for Formal Tables | |
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Rules for Drawings | |
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Rules for Photos | |
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Summary | |
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Exercises | |
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Sales Letters and the Executive Summary | |
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Why and When to Write Sales Letters | |
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Rules for Writing Sales Letters | |
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Tips for Writing Transmittal Letters | |
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Examples of Effective Sales Letters | |
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Letter of First Contact (Cold Call Letter) | |
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Letter After a Phone Call | |
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Letter After a Meeting | |
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Letter of Reacquaintance (Refresher Letter) | |
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Transmittal Letter (Cover Letter) | |
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Rules for Developing Executive Summaries | |
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Summary | |
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Exercises | |
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Formal Proposals | |
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Formal Proposal Features | |
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Solicitation Instructions | |
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U.S. Government Customers | |
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Grant Providers | |
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Other Customers | |
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Rules for RFP Support and Use | |
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Formal Proposal Rules | |
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An Example and a Critique of a Formal Proposal | |
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Summary | |
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Exercises | |
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Informal Proposals | |
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Letter Proposals | |
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Rules for Developing Letter Proposals | |
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An Example and a Critique of a Letter Proposal | |
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Memo Proposals | |
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Rules for Writing Memo Proposals | |
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An Example and a Critique of a Memo Proposal | |
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Summary | |
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Exercises | |
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Reviews | |
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Rules for Holding a Formal Review | |
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Summary | |
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Exercises | |
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Editing | |
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The Editing Process | |
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Levels of Edit | |
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Scheduling Edits | |
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Assigning an Editor | |
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Editing Tools and Policy | |
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Rules for Improving Style | |
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Rules for Correcting Grammar | |
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Rules for Proofreading | |
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Summary | |
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Exercises | |
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After Proposal Submittal | |
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Rules for Responding to Customer Questions | |
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Oral Presentations | |
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Preparation and Delivery Rules | |
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Rules for Making and Using Oral Presentation Graphics | |
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Tips for Overcoming Nervousness | |
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Negotiating | |
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Rules for Negotiating | |
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Strategies for a Best and Final Offer | |
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Post-award Rules | |
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Summary | |
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Exercises | |
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Bibliography | |
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Exercise Solicitation and Evaluation Criteria | |
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Index | |