The Art of Proposal Creation
for Architects, Engineers, & Contractors
In these five sessions with bonus materials, proposal experts Julie Flattery AIA LA and Claire Schatzle will teach you how to make the entire proposal process easier, smoother, and more efficient to increase your chances of winning work.
This workshop is available as:
Downloadable Digital Workshop Course
In-Person, Customizable Workshops
All workshop content is created based on AEC principal and marketing team input, years of reviewing proposals that failed to send the right messages to potential clients, and interviews with selection committee members on proposal strengths and weaknesses. This is the only proposal workshop that teaches you everything about the process from start to finish. In addition to proposal development, you will learn about:
How to form and maintain client relationships
Pre-proposal meetings and who should attend
In-house proposal kickoff meetings, and what the focus should be
How to deconstruct the RFP/Q and make it work for you
How to get what you need from team members and subconsultants
What to do when you’re short on images
Design characteristics specific to proposals
Ways to think outside the box when you are breaking into new territory
What Sets Our Workshops Apart?
Created for anyone who participates in the proposal process, our workshops are designed to help principals, architects, engineers, contractors, administrative support, and marketing teams. They are also used as a training tool for anyone new to proposal writing and design.
Who is this for?
What Our Workshops Offer
Over five sessions you will learn to strengthen the narrative with targeted writing and visuals.
-
• Forming & maintaining client relationships
• Pre-proposal meetings & site visits
• Proposal goals
• Deconstructing the RFP/Q
• How to get what you need from team members in a timely manner
• Helpful materials
-
• RFP/Q layout elements: imagery, graphics, color, text, etc.
• Proposal design and project processes to simplify the process and unify expectations
• Review best practices for common proposal sections (cover/back cover, resumes, project sheets, etc.)
• Tips + Tricks
• Obstacles when exporting
• Ready-made templates/graphics
-
• Overview of basic writing rules
• Researching the client
• How to avoid boilerplate openings and shift the focus
• Writing to acknowledge the client and project/project goals
• Sum up your team’s relevant qualifications per the RFP/Q
• Crafting the right closing
• Rules for proofing & editing
-
• When to write the project story
• Hitting the requested RFP/Q topics in a way that sets your firm apart verbally and visually
• How to choose the right images to tell your stories
• Resources for small firms
-
• How to target resumes to the RFP/Q
• Using your templates effectively
• Why client quotes are important and how to get them
• Outside the box creative solutions to graphics and answering requirements
Choose your plan
Tier 1
$100
Online Course Only
Popular
Tier 2
$200
Online Course +
Virtual Support
Tier 3