5-Step Proposal Checklist for a More Efficient Process

Proposals move fast—and the pressure to deliver never really lets up. But there’s a simple way to stay on top of the chaos: a checklist.

Here’s how to create and use a 5-step checklist that keeps your process on track and your team aligned.

1. Identify Requirements

Dig into the RFP to understand exactly what the client is asking for. Highlight must-haves, page limits, and evaluation criteria.

2. Assign Tasks

Avoid confusion and double work by assigning each section or task to a specific person, with clear expectations.

3. Set Milestones

Break the work into manageable steps with internal deadlines. This keeps the team moving forward and avoids last-minute stress.

4. Review & Revise

Plan ahead for multiple rounds of edits—both for content and compliance. Don’t let quality suffer at the finish line.

5. Final Check

Do a thorough run-through to make sure every section is present, polished, and clearly connected to the client’s goals.

A checklist may sound simple, but the structure it brings can make a huge difference in the pace, clarity, and success of your proposals.

Want help building a template that works for your team? I’d love to help.

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