Before the bid/no-bid meeting
Ask whether the opportunity fits your customer strategy, technical proof, delivery capacity, teaming posture, timing, and appetite for the evaluation risk. A yes deserves reasons. A no does too.
Start an opportunity checkRead the solicitation like an evaluator
Separate the instructions from the evaluation criteria. Track what must be submitted, how it will be judged, and where the team needs proof instead of adjectives.
Explore proposal developmentPut certification in context
A qualifying status can influence the route to market. It does not remove the need for a clear delivery approach, supportable claims, and a viable role on the team.
Read certification positioningKnow when capture is a separate need
If customer shaping, long-lead teaming, competitive intelligence, or account planning is the central need, that is capture work. It should be scoped as capture work, not buried inside proposal production.
Review service scopeShare information safely
A first note can use public opportunity details and high-level needs. Do not use ordinary email for CUI, source selection information, export-controlled material, or protected third-party data.
Read safe-sharing guidanceAsk the uncomfortable questions early
What is our real discriminator? Where do we lack proof? Who owns each response? What would make us decline this bid? Those answers are the beginning of strategy, not a detour from it.
Read common questions