Proposal Management Plan

Each RFP you see will give you instruction on what is to be in your proposal. Sometimes it will ask for what’s called a “management plan.”

This can sometimes trip proposal writers up, but writing a management plan isn’t really that hard. In fact, once you get used to writing them, you may end up feeling like a management plan should appear in all your proposals.

The management plan does not describe what tasks you will perform, how you will perform them, and why you are doing them that way. That stuff is typically covered in the technical approach or the scope of work. It is also not a summary. That is usually more appropriately located in an executive summary or letter.

A management plan, sometimes called execution plan, describes how you are going to go about managing your work. For example, here is a brief management plan for the cleaning of my house.

My wife Molly acts as the project manager of our house cleaning. Each week, she will assess the situation and determine the right time to clean. Next she holds a meeting where she communicates to the team that it’s time to clean. She then delegates tasks to the appropriate party (for example, she will assign Matt the task of cleaning the toilet). If a task is beyond the technical capacity of her team (like fixing the door), she will reach out to a trusted group of subconsultants (our handyman).

As tasks are being accomplished, Molly will perform a QA/QC spot check to see if the work is being performed up to the appropriate standards. The standard she uses is the “white glove test.” If the work does not meet her stringent guidelines, she will work with the team member to remedy the situation.

After cleaning is done, she meets with the team in a lessons learned session and discusses the success/challenges of each task and what lessons we can take away for future cleanings.

When you think about it, management plans aren’t that hard at all.