How do you customize your proposal evaluation checklist for different types of proposals?

1 Define the purpose and scope

The first step to customize your proposal evaluation checklist is to define the purpose and scope of your proposal. What are you trying to achieve with your proposal? What are the main objectives and outcomes you want to deliver? What are the specific tasks and activities you plan to do? How do you measure your performance and impact? These questions will help you align your proposal with the needs and goals of the client or the funder, and determine what criteria and standards you should use to evaluate your proposal.

2 Review the solicitation and guidelines

The second step to customize your proposal evaluation checklist is to review the solicitation and guidelines carefully. The solicitation is the document that outlines the requirements, expectations, and instructions for submitting a proposal. The guidelines are the rules and regulations that govern the proposal process and the contract terms. You should read and understand both documents thoroughly, and identify the key elements, such as the evaluation criteria, the submission format, the page limit, the budget limit, the deadlines, and the contact information. You should also note any special or unique requirements that may affect your proposal, such as eligibility, preferences, priorities, or restrictions.

3 Analyze the evaluator and audience

The third step to customize your proposal evaluation checklist is to analyze the evaluator and audience. The evaluator is the person or entity that will review and score your proposal, and decide whether to award you the contract or the grant. The audience is the broader group of stakeholders that will be affected by or interested in your proposal, such as the end users, the beneficiaries, the partners, or the public. You should research and understand both the evaluator and audience, and tailor your proposal to their needs, interests, values, and expectations. You should also anticipate their questions, concerns, and objections, and address them in your proposal.

6 Revise and improve your proposal

The sixth step to customize your proposal evaluation checklist is to revise and improve your proposal. Based on your checklist application, you should identify the strengths and weaknesses of your proposal, and make changes and corrections accordingly. You should focus on improving the areas that are most critical or problematic for your proposal, such as compliance, responsiveness, feasibility, or effectiveness. You should also seek feedback from others, such as colleagues, experts, or potential evaluators, and incorporate their suggestions and recommendations. You should repeat this step until you are satisfied with your proposal quality and suitability.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?