Nineteen capture management templates covering the full pursuit lifecycle, built on standard Shipley and APMP practice. Download any of them and work locally, or open a tracked pursuit in the Sit Room and IncumbINT pre-fills what the warehouse already knows: the incumbent, the funding line, the contracting officers, the competition record.
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The single strategic document guiding the pursuit from identification through the bid decision. Opens at qualification, reviewed at every gate.
Evidence-backed strengths, weaknesses, opportunities, and threats for each realistic competitor. Feeds the Black Hat and the win themes.
Plan a customer engagement before it happens so the visit works toward an objective. Targets come from the Stakeholder & Influence Map.
What actually happened, written right after the engagement. The raw intelligence that feeds the capture plan and stakeholder map.
A structured session playing each top competitor to stress-test the win strategy before the bid decision. Grounded in gathered intel, not opinions.
Requirement-by-requirement view of what you can do, what you can't, and how each gap gets closed (build, hire, or team).
Weighted scoring for the bid decision, with the evidence column pre-loaded from the warehouse where the facts are knowable.
Every prospective and signed partner: the gap they fill, socio-economic contribution, workshare, and agreement status.
Who matters at the customer, how much influence they carry, and where they stand. Seeds the call plan targets.
Hot button to win theme to discriminator to proof point, each tied to its Section L/M reference once the RFP drops.
The cost build against the target price, anchored by the incumbent contract's actual spend trajectory and CALC rate benchmarks.
Built from the draft RFP, RFI, or sources sought, so the team is compliance-aware before the real RFP drops.
The final compliance matrix turned into an outline writers draft against, every section tied to its RFP reference, page count, and win theme.
Staged proposal quality reviews: Pink checks structure early, Red scores like a government evaluator, Gold is the final sign-off.
Get the presentation team ready for live orals and Q&A. Often weighted as heavily as the written volumes, and usually under-rehearsed.
Tied to the released RFP's Section L and M. The document color teams review against. Pre-built from the Section L/M shred.
Positions, candidates, clearances, and commitment status, so key personnel aren't a two-weeks-before-submission scramble.
Structured questions for the post-award debrief the government owes you under FAR 15.506. Request one every time, win or lose.
What worked and what didn't, captured within two weeks of the debrief and actually shared, so the next pursuit starts smarter.
Every narrative template explained, with worked examples.
Machine pre-fill marks every field it touched and cites its source record. Judgment calls (win themes, price targets, scores) always stay yours.