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Experience
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June 2013 – Present
Proposal Management Consultant (self-employed)
KWHenderson Consulting – San Antonio,
Texas
An
independent, home-based Proposal Management Consultant. With my 25+ years
experience in both the Federal and Commercial industries providing various
services (IT, Healthcare, Engineering, Environmental, Education). I provide
support for the development of responses to RFPs, RFIs, TOs, and IDIQ
vehicles. Capability and experience to effectively
multi-task, prioritize and execute activities in a team environment
or independently from home. Available to travel as needed.
Knowledge
and experience in both Federal and Commercial industry
best practices in proposal development processes; in-depth attention
to detail, excellent organizational, communication, writing, editing, and
time management skills.
Additional
skills include maintaining client relationships, managing decision-makers,
project management, facilitate/participate in color team reviews, coordinate
internal and external teams to development business strategies, and win
themes, etc., and create/maintain/revise company procedures and processes,
and team building training.
Computer/Technology
Advanced skills: Microsoft Suite (Word, PowerPoint, Outlook), Adobe
Pro/Acrobat, and SharePoint.
April 2014 – July 2016
Proposal Manager, Cherokee Nation
Businesses (CNB) – San Antonio, Texas
Core responsibilities included
developing, writing, and coordinating proposals in response to the
individual seven entities within CNB for core business areas
(Environmental, Engineering, Facilities Management IT, Healthcare, etc) for various IDIQ
Tasks Orders, AF, DoD, GSA and Army projects; project management experience
tracking tasks from inception through final project; working independently
but within a team environment; and provide support to other proposal
coordinators, managers, and program managers across the CNB family. Also
support the Finance group for pricing efforts, Contracts Manager, and
Operations General Managers.
General
Duties:
•Lead role in writing and
coordinating proposals with the technical team. Responsibilities
included developing Compliance Checklists,
Compliant Proposal Outlines, and Proposal Schedules; proposal
processes, procedures, and text templates for proposal responses;
coordinated with a diverse team of experts, compiled materials (to include
written documents, graphics, and spreadsheets), reviewed/edited/provided
feedback in an iterative approach.
•Assisted with other technical
documents including authoring original materials (written, graphic,
presentations, etc.) based on input with technical staff, and editing
materials (i.e., technical reports (e.g., environmental and engineering),
manuals, and proposals.
•Worked with Contracts Manager for
review of final documents (including pricing) before submission; knowledge of Federal Acquisition Regulation (FAR)
•Provided proposal support to
various divisions of the company, particularly support to corporate needs
and/or billable work.
•Computer
and Technology Skills: Microsoft Suite (Word, Excel, PowerPoint),
Graphic Design (Microsoft Publisher), Adobe Acrobat/Pro, SharePoint
Dec 2008 – June 2013
Proposal
Manager, Diligent Consulting Inc – San Antonio, Texas
Responsible
for ensuring that the overall proposal process is executed; the development
and preparation of information and materials in response to customer and
potential customer requests, including proposals, delivery/task order
quotes, presentations, sources sought responses, market research
information, capabilities statements and white papers; and interpret the
requirements provided and assist in constructing and preparing an
appropriate response.
Ability
to plan, schedule, and manage all aspects of competitive federal government
proposals (IT and Healthcare); lead proposal teams through a structured
process in a time-pressured environment; conduct pre-RFP activities,
develop schedules, organize resources, reviews and RFP compliance. Identify
proposal team roles and responsibilities, manage theme and storyboard
processes and all review cycles; direct all aspects of proposal production;
and work with pricing team to develop strategies and cost proposals.
} Totally
responsible for all proposal activities from researching opportunities to
full execution and delivery of final proposal (interpret RFP, create
proposal outline, identify the resources required to produce the proposal,
and ensure compliance). Performs internet search daily for new
opportunities and provides information to VP Business Devt Business Areas
to discuss with Sr Execs to guide business decisions.
}
Created
processes and procedures for the Capture/Proposal efforts
}
Created
custom format templates, internal documents for proposal outline,
calendar/schedule, logistics, checklist, etc. for all RFI/RFP responses
}
Maintained
Business Devt Pipeline/Status Report/Presentation Slide decks used for
“bid/no’bid” discussions with CEO, CFO, and COO.
} Worked closely
with Contracts Manager to review terms & conditions and draft
exceptions, if any; review pricing information for compliancy/completeness
prior to presenting to executives for final review.
} Created Job
Requisitions for staffing on upcoming opportunities; worked with Accounts
Payable for invoicing subcontractors
}
Interaction
with teaming partners. For several opportunities, lead both Capture
and Proposal Mgr efforts as the prime contractor with several
subcontractors on the team.
} Facilitated all
meetings related to an opportunity (kick-off, data calls, color reviews
(pink, red, gold), and smaller internal groups as needed).
} Worked with the
internal team to update marketing materials and internal forms/documents
with new company logo (branding)
} Advanced
skills/experience: MS Office applications (Word, PowerPoint, Excel,
Outlook) and SharePoint
} Computer
and Technology Skills: Advanced level oral and written communication skills.
} Responsible for
configuration management of proposal files, established and maintained
electronic proposal folders and final copy of all submissions, including
RFIs, travel as necessary to deliver final product.
April
1987- August 2008 Pearson Assessment & Information (formerly
Harcourt Assessment, Inc./Harcourt Educational Measurement), San Antonio,
Texas
2000-2008 Proposal Manager
Responsible
for planning/coordinating, directing, and managing proposal process leading
to multi-million dollar contracts. Successfully coordinated the development
of multiple simultaneous projects. Procurement experience in highly complex
contracts including developing statement of work, risk analysis, contract
writing, and market research. Strong analytical, relationship management,
negotiation, project management and leadership skills.
Obtained
strategic and tactical corporate consensus by facilitating, conducting, and
documenting meetings including preliminary and final pricing meetings.
Worked with all functional groups and senior executive staff to plan our
written and pricing solution/strategy to create winning proposals. Worked
with internal legal team to address and respond to RFP terms and
conditions. Created documents to manage process including internal proposal
plan (workflow), proposal summary (lists all solutions by RFP task),
stoplight reports to monitor proposal progress, and finance checklists.
Worked with a team of coordinators and desktop publishers to create
documents, order sample materials, package and ship proposals and sample
materials. Responsible for editing text from functional areas and providing
quality text for proposals.
Maintained
relationships with sales staff and regional vice presidents to prepare for
upcoming RFPs. Provided research to keep abreast of all government/federal
funding/requirements for state assessment programs.
Assisted
the Director of Proposal Development in the implementation of new proposal
formats, techniques and approaches and performed special projects (i.e.,
developed style guide, interviewed experts, attended seminars, provided
group presentations, assisted financial analysts) and identified hardware and
software resources. Managed support staff (2-coordinators, 1 desktop
publisher).Trained new staff in the proposal process.
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