A Workflow for Continuously Increasing the Strength of Your Proposals

Sunday, January 23, 2011
We always think our own presentations are top-notch, but our peers' work could benefit from a little constructive criticism.
Most of the time there is no time to have others look over our client proposals, but important ones should undergo an internal review at least once before they are disclosed to the client.

Not many organizations have transparent data on "how many proposals the sales team is working on" or "at what stage each of these proposals are." Giving all employees access to this data will be kaizen in itself.
Incidentally, if the department head doesn't mind a little more work, you can add a task for evaluating proposals (1-100 score) and adding search labels. This should notably improve reusability of past presentations.