Abstract: An automated tool set for developing a business proposal in response to a customer solicitation. The tool set includes a workbook divided into four sections, each section correlated to one of four phases of a typical new business campaign process. Each section consists of a set of specific questions designed to identify and develop data required for that particular phase. The workbook also contains briefing sheet templates for conducting management reviews at the conclusion of each phase, business plan templates for drafting a business plan, updating the plan, and creating a final, approved business plan. The workbook further contains an automated data structuring framework for answering each question; so, as data is entered into the workbook, it is also automatically entered into the management briefing sheet templates, and the business plan and draft proposal templates.

Abstract: A method for formulating a business proposal in response to a customer solicitation includes (1) developing a proposal launch package in which is set forth the information needed for the proposal and a framework for obtaining the information; (2) conducting an interactive storyboard review workshop; (3) conducting an interactive offer development workshop and initiating development of an integrated master plan and schedule for the project; (4) conducting interviews with subject matter experts; and (5) drafting proposal content for them to review. Information is collected in accordance with tasks outlined in the framework and this information is used to produce an initial draft of the proposal. This draft is reviewed and revised in response to critiques of the draft; subsequent drafts include additional information identified as being needed in a completed proposal.