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How do I fill this out?
To fill out this form, begin by understanding the roles and responsibilities outlined. Follow the sections in the order presented. Ensure all key decisions and strategies are well-documented.
How to fill out the Capture Manager Playbook by Shipley Associates Webinar?
1
Review the capture manager roles and primary responsibilities.
2
Identify your goals and milestones for the capture process.
3
Develop and document your capture plan including key decisions.
4
Ensure all essential elements and strategies are covered.
5
Execute your plan while monitoring progress and making adjustments.
Who needs the Capture Manager Playbook by Shipley Associates Webinar?
1
Capture managers who need a structured guide for their role.
2
Business development professionals looking to improve their capture process.
3
Sales teams that need to document their opportunity pursuit plans.
4
Proposal writers needing clarity on capture management strategies.
5
Organizations seeking to streamline their capture planning and execution.
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What are the instructions for submitting this form?
Submit the Capture Manager Playbook by uploading the completed document using PrintFriendly's online submission form. Use the email provided for any inquiries related to the document submission process. Ensure all sections are duly filled and reviewed before submission. Advice: Double-check all key decision points and milestones are accurately recorded to avoid future discrepancies.
What are the important dates for this form in 2024 and 2025?
Ensure you have the latest Capture Manager Playbook updates by checking annually for any revisions or new guidelines.
What is the purpose of this form?
The Capture Manager Playbook serves as an essential guide for capture managers. It outlines the key roles, responsibilities, and processes needed for successful opportunity capture. By following the structured approach provided, capture managers can develop clear strategies, make informed decisions, and effectively document their progress.
Tell me about this form and its components and fields line-by-line.
- 1. Roles: Defines the primary and secondary responsibilities of the capture manager.
- 2. Goals and Milestones: Outlines the objectives and key milestones for the capture process.
- 3. Key Decision Gates: Lists the critical decision points throughout the capture process.
- 4. Key Reviews: Includes information on the necessary reviews to ensure quality and compliance.
- 5. Opportunity Identification and Qualification: Provides guidance on identifying and qualifying opportunities.
- 6. Capture Plan Development: Details the elements needed for developing a comprehensive capture plan.
- 7. Managing the Plan: Describes how to effectively manage and update the capture plan.
- 8. Win Strategy Development: Offers strategies for developing a winning capture approach.
- 9. Proposal Support: Details the support provided to proposal writers and teams.
- 10. Action Planning and Execution: Outlines the steps for planning and executing actions in the capture process.
What happens if I fail to submit this form?
Failing to use the Capture Manager Playbook can lead to disorganized capture processes and missed opportunities.
- Disorganization: Without a structured playbook, capture managers may struggle to track and document key activities and decisions.
- Missed Opportunities: Neglecting to follow the playbook can result in missed steps and critical omissions, reducing the chances of winning opportunities.
How do I know when to use this form?
- 1. Starting a New Capture: Use the playbook at the beginning of the capture process to outline roles, responsibilities, and strategies.
- 2. Developing Capture Plans: Refer to the playbook when creating detailed capture plans.
- 3. Tracking Progress: Use the playbook to monitor progress and update documentation throughout the capture process.
- 4. Conducting Reviews: Ensuring quality and compliance by using the playbook during key reviews.
- 5. Collaborating with Teams: Facilitate team collaboration by sharing the structured framework provided in the playbook.
Frequently Asked Questions
What is the Capture Manager Playbook?
The Capture Manager Playbook is a guide provided by Shipley Associates to assist capture managers in their roles and responsibilities.
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You can share the Capture Manager Playbook via email or generate a shareable link using PrintFriendly.
Who needs the Capture Manager Playbook?
Capture managers, business development professionals, sales teams, proposal writers, and organizations seeking to streamline their capture planning and execution.
What are the primary responsibilities of a capture manager?
Leading opportunity and sales activities, managing the capture process, developing the capture plan, and forming the core pursuit team.
What are the secondary responsibilities of a capture manager?
Assisting proposal writers and managers, collaborating on proposal planning, ensuring consistency in volumes, and responding to customer questions.
What is included in the capture plan development?
Elements include opportunity identification, qualification, win strategy development, proposal support, and action planning.
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Yes, you can use PrintFriendly's share feature to collaborate with team members.
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