107 lines
5.5 KiB
Markdown
107 lines
5.5 KiB
Markdown
# Win Theme Alignment Checklist
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## Purpose
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This checklist ensures that win themes are strategically developed, properly aligned with evaluation criteria, and consistently integrated throughout the proposal. It helps capture teams create compelling, customer-focused themes that differentiate the proposal from competitors.
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## Instructions
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1. Complete this checklist during win theme development and before content generation
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2. Mark each item as either:
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- ✅ Aligned (fully meets criteria)
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- ❌ Misaligned (fails to meet criteria)
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- ⚠️ Partially Aligned (needs refinement)
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3. For any misaligned or partially aligned items, note specific improvements needed
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4. Review and refine win themes before finalizing proposal strategy
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## Win Theme Structure
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| # | Item | Status | Notes |
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| --- | -------------------------------------------- | ------ | ----- |
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| 1.1 | Each theme includes clear claim statement | | |
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| 1.2 | Each theme includes specific proof points | | |
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| 1.3 | Each theme articulates customer benefit | | |
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| 1.4 | Each theme addresses risk reduction | | |
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| 1.5 | Themes are concise and memorable | | |
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| 1.6 | Themes use active, positive language | | |
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| 1.7 | Themes avoid generic, unsubstantiated claims | | |
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## Customer Alignment
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| # | Item | Status | Notes |
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| --- | -------------------------------------------------- | ------ | ----- |
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| 2.1 | Themes address specific customer priorities | | |
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| 2.2 | Themes focus on mission outcomes, not features | | |
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| 2.3 | Themes address known customer pain points | | |
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| 2.4 | Benefits are framed from customer perspective | | |
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| 2.5 | Themes demonstrate understanding of agency culture | | |
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| 2.6 | Themes acknowledge customer constraints | | |
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| 2.7 | Language resonates with target agency | | |
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## Evaluation Criteria Alignment
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| # | Item | Status | Notes |
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| --- | --------------------------------------------------- | ------ | ----- |
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| 3.1 | Each evaluation factor has supporting theme(s) | | |
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| 3.2 | Themes weighted according to evaluation importance | | |
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| 3.3 | Theme language mirrors evaluation criteria language | | |
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| 3.4 | Themes highlight strengths relevant to scoring | | |
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| 3.5 | Themes address potential evaluation concerns | | |
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| 3.6 | Themes facilitate easy evaluator scoring | | |
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| 3.7 | Themes support compliance requirements | | |
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## Competitive Differentiation
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| # | Item | Status | Notes |
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| --- | -------------------------------------------------------- | ------ | ----- |
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| 4.1 | Themes highlight unique strengths vs. competitors | | |
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| 4.2 | Themes address incumbent vulnerabilities (if applicable) | | |
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| 4.3 | Differentiators are meaningful and relevant | | |
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| 4.4 | Claims are defensible and provable | | |
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| 4.5 | Themes avoid easily replicated claims | | |
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| 4.6 | Themes leverage company's unique capabilities | | |
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| 4.7 | Competitive intelligence informs positioning | | |
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## Evidence Quality
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| # | Item | Status | Notes |
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| --- | ---------------------------------------------- | ------ | ----- |
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| 5.1 | Proof points are specific and quantifiable | | |
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| 5.2 | Evidence is recent and relevant | | |
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| 5.3 | Past performance examples support claims | | |
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| 5.4 | Metrics and results are included | | |
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| 5.5 | Third-party validation included where possible | | |
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| 5.6 | Evidence directly connects to claims | | |
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| 5.7 | Evidence is properly sourced and verifiable | | |
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## Integration Strategy
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| # | Item | Status | Notes |
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| --- | ----------------------------------------------- | ------ | ----- |
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| 6.1 | Theme placement mapped across proposal sections | | |
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| 6.2 | Primary and secondary placements identified | | |
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| 6.3 | Visual reinforcement strategy developed | | |
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| 6.4 | Consistent language guidelines established | | |
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| 6.5 | Theme integration guidance provided to authors | | |
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| 6.6 | Executive summary highlights key themes | | |
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| 6.7 | Theme reinforcement plan across volumes | | |
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## Alignment Summary
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**Theme Effectiveness:** [Strong / Moderate / Needs Improvement]
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**Key Strengths:**
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[List strongest aspects of win theme strategy]
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**Improvement Areas:**
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[List specific areas where themes need refinement]
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## Approval
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| Role | Name | Approval | Date |
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| ----------------- | ---- | -------- | ---- |
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| Capture Manager | | | |
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| Proposal Manager | | | |
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| Technical Lead | | | |
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| Executive Sponsor | | | |
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