RedVector RV-10426

The Ultimate Project Manager, Chapter 02: Marketing And Proposals

The Ultimate Project Manager, Chapter 02: Marketing And Proposals

1 hr. Online Course

Level: Intermediate

Item#: RV-10426

SME: Michael D'Alessandro

Average Rating

4 21
​Project managers are also proposal managers. In this course you will learn to treat the proposal process as a project. We will cover selecting quality clients using a client pre‐proposal evaluation form. You’ll get instruction in making the “go/no go” decision reasons to turn down a project. We’ll show you how to manage the proposal just like a project through use of proposal manager’s checklists. You’ll learn how to prepare for the first proposal meeting, choose support staff, meet with clients during the proposal phase, and define scope of services. We’ll pull together the entire proposal and identify the difference between good and bad proposals, and how to avoid proposal pitfalls. You’ll also learn how to improve your presentations and complete a post‐award analysis.
Course Objectives
At the conclusion of this course, you will be able to:
  • Identify the key responsibilities of a project manager in regards to marketing and proposals.
  • Evaluate a potential client through use of a prescribed evaluation form.
  • Determine a Go/No Go decision for a project using a scoring method.
  • Identify the similarities between managing projects and managing proposals.
  • Define the scope of services.
  • Identify characteristics of a good proposal, and discuss the elements of a complete proposal.
  • Describe the process of analyzing why you won or lost a bid using post-award analysis forms.
  • Identify techniques for improving your presentations to clients.
SUBJECT MATTER EXPERT: Michael D'Alessandro
Michael D'Alessandro Photo
Mr. D'Alessandro has been involved with the A/E Design and Construction Industry for more than 20 years. Prior to joining PSMJ Resources, Inc., he was with Parsons Infrastructure and Technology Group as a Principal Project Manager. His responsibilities included project management, proposal preparation, department management, and human resources management.

His extensive project management experience includes engineering, procurement, ranging in capital value from $1 million to $55 million. He has also been responsible for management of fast-track multi-discipline projects involving equity placement for both domestic and international facilities.

During his tenure as a Project/Client Manager, he successfully completed capital projects in 18 different countries. He has worked with some of the largest global companies by consistently demonstrating the ability to accomplish project budget and schedule objectives with a high degree of client satisfaction.

As a consultant, he has provided project management training since 1990 and has been involved in strategic planning for design/build initiatives and work process improvements for small project environments. He has also served as a Quality Council member, leading efforts to measure client satisfaction and improve design productivity.

Michael has a Bachelor of Science degree in Civil Engineering and a Masters Degree in Environmental Engineering. He is also certified by the Project Management Institute as a Project Management Professional (PMP) and is a member of the American Society of Civil Engineers. Michael is also a registered professional engineer in a number of states and is a Diplomate of the American Academy of Environmental Engineers.
State Licenses
AK - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
AK - Engineer (Health, Safety & Welfare - ,)
AL - Engineer (General - ,)
AL - Landscape Architect (General - Approved LA CES-2022)
AR - Engineer (General - ,)
DC - Engineer (General - CE21800018)
DE - Engineer (Business Practice (maximum of 9 hours) - ,)
FL - Contractor, Certified (General - 0610730)
Accreditation: FL DBPR Approved Provider 0001771
FL - Contractor, Pinellas County (General - 0610730)
Accreditation: FL DBPR Approved Provider 0001771
FL - Contractor, Registered (General - 0610730)
Accreditation: FL DBPR Approved Provider 0001771
FL - Interior Designer (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
GA - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
GA - Contractor, Residential and General (General)
GA - Engineer (General - ,)
GA - Landscape Architect (General - Approved LA CES-2022)
IA - Engineer (General - ,)
ID - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
ID - Engineer (General - ,)
IL - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
IL - Engineer, Professional (General - ,)
IL - Engineer, Structural (General - ,)
IN - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
IN - Engineer (General - Board Approved - CE21800018)
IN - Landscape Architect (General - Approved LA CES-2022)
KS - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
KS - Engineer (Health, Safety & Welfare - ,)
KS - Landscape Architect (General - Approved LA CES-2022)
KY - Engineer (General - ,)
LA - Engineer (General - ,)
LA - Landscape Architect (General - Approved LA CES-2022)
MD - Engineer (General - ,)
MD - Landscape Architect (Category B - Approved LA CES-2022)
ME - Engineer (General - ,)
MI - Engineer (General - ,)
MN - Engineer (General - ,)
MO - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
MO - Engineer (General - ,)
MO - Landscape Architect (General - Approved LA CES-2022)
MS - Engineer (General - ,)
MT - Engineer (General - ,)
NC - Engineer (General - ,)
ND - Engineer (General, Health, Safety & Welfare)
NE - Landscape Architect (General - Approved LA CES-2022)
NH - Engineer (General - ,)
NJ - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
NJ - Engineer (General - 24GP000006300)
NM - Engineer (General - ,)
NM - Landscape Architect (General - Approved LA CES-2022)
NV - Engineer (General - ,)
NY - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
NY - Landscape Architect (General - Approved LA CES-2022)
OH - Engineer (General - ,)
OH - Landscape Architect (General - Approved LA CES-2022)
OK - Engineer (General - ,)
OR - Engineer (General - ,)
OR - Landscape Architect (General - Approved LA CES-2022)
PA - Code Official,Certified (UCC) (General)
PA - Landscape Architect (General - Approved LA CES-2022)
PR - Engineer (General - ,)
RI - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
SC - Engineer (General - ,)
SD - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
SD - Engineer (General - ,)
SD - Landscape Architect (General - Approved LA CES-2022)
TN - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
TN - Engineer (Health, Safety & Welfare - ,)
TN - Landscape Architect (General - Approved LA CES-2022)
TX - Engineer (General - ,)
UT - Engineer (General - ,)
VA - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
VA - Engineer (General - ,)
VA - Landscape Architect (General - Approved LA CES-2022)
VT - Engineer (General - ,)
WA - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
WA - Landscape Architect (General - Approved LA CES-2022)
WI - Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
WI - Engineer (General - ,)
WV - Engineer (General - ,)
WV - Landscape Architect (General (max 6 hrs online) - Approved LA CES-2022)
WY - Engineer (General - ,)
Professional Organizations
American Academy of Environmental Engineers - AAEES - Member (General - ,)
American Hospital Association - AHA - Certified Healthcare Constructor (CHC) (General)
American Hospital Association - AHA - Certified Healthcare Facility Manager (CHFM) (General)
American Institute of Architects - AIA - Architects (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
American Institute of Constructors - AIC - Professional Constructor (General)
American Society of Landscape Architects (LA CES) - ASLA - Member (General - Approved LA CES-2022)
American Society of Professional Estimators - ASPE - Certified Professional Estimator (CPE)/Associate Estimator Professional (AEP) (General)
BOMI International - RPA, FMA and/or SMA (General)
Canada - Alberta Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
Canada - Alberta Engineer (General - ,)
Canada - British Columbia Architect (AIBC) (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
Canada - British Columbia Engineer (General - ,)
Canada - Manitoba Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
Canada - Manitoba Engineer (General - ,)
Canada - New Brunswick Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
Canada - New Brunswick Engineer (General - ,)
Canada - Newfoundland and Labrador Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
Canada - Newfoundland and Labrador Engineer (General - ,)
Canada - Northwest Territories and Nunavut Engineer (General - ,)
Canada - Northwest Territory Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
Canada - Nova Scotia Engineer (General - ,)
Canada - Ontario Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
Canada - Ontario Engineer (General - ,)
Canada - Quebec Architect (General - AIA Reg RV1256-2022)
Accreditation: AIA Registered Provider J315
Canada - Quebec Engineer (General - ,)
Canada - Saskatchewan Engineer (General - ,)
Canada - Yukon Engineer (General - ,)
Construction Management Association of America - CCM - Certified Construction Manager (General)
Federal Building Personnel Training Act (FBPTA) (General)
International Facility Management Association - IFMA - Certified Facility Manager (CFM) (General)
International Society of Automation - ISA - Certifications (General)
National Institute for Certification in Engineering Technologies - NICET (General - ,)
Ontario Association of Certified Engineering Technicians and Technologists - OACETT - Certified Member (Management/Leadership Training)
Project Management Institute (PMI) - Project Management Professional (CAPM, ACP, RMP, SP) (Strategic and Business Management - RV-10426)
Accreditation: R.E.P. Provider 1510
Project Management Institute (PMI) - Project Management Professional (PMP, PgMP, PfMP, PBA) (Strategic and Business Management - RV-10426)
Accreditation: R.E.P. Provider 1510
Course Reviews (21)
The course provides a good summary of the stages of marketing and proposal from a PM point of view
By (Engineer) on Dec, 27, 2020
The course provides a good summary of the stages of marketing and proposal from a PM point of view
informative
By on Feb, 04, 2021
informative
Learned alot about the proposal development and completion of projects
By on Mar, 28, 2021
Learned alot about the proposal development and completion of projects
Great Course and Contents! Easy to follow and understand
By (Engineer, Professional Organization) on Jul, 23, 2021
Great Course and Contents! Easy to follow and understand.
BUT it should have been a 2 CEU course for the time it took, just to go thru the slides alone
By (Contractor / Trades, Engineer, Professional Organization) on Jun, 10, 2021
BUT it should have been a 2 CEU course for the time it took, just to go thru the slides alone
the resource forms are appreciated
By (Architect) on Aug, 29, 2021
the resource forms are appreciated.
This course was informative and clear
By on Feb, 22, 2021
This course was informative and clear
It was good
By (Engineer) on Mar, 04, 2021
It was good. The checkpoints were sometimes very oddly written though.
clear and concise
By (Engineer) on Mar, 19, 2021
clear and concise. Give more time while going through the 10 things that make a good proposal and 9 that make a bad.
Great content
By on Apr, 26, 2021
Great content
There is a lot to learn about being a project manager
By (Engineer) on Jun, 17, 2021
There is a lot to learn about being a project manager. This has been informative on the marketing and proposal aspects. I see how current project managers within the company are utilizing some of these processes.
This chapter very well explains in detail how to provide great service to the client as well as do's and don'ts when doing a proposal in order to attract the client
By on Jul, 13, 2021
This chapter very well explains in detail how to provide great service to the client as well as do's and don'ts when doing a proposal in order to attract the client
good information on proposals
By on Jul, 15, 2021
good information on proposals
It was fine
By on Aug, 18, 2021
It was fine
It was a rather boring course
By on Jul, 28, 2021
It was a rather boring course.
it is a good material for young project managers
By (Professional Organization) on May, 05, 2021
it is a good material for young project managers
it is a good material for young project managers
By (Professional Organization) on May, 05, 2021
it is a good material for young project managers
I would like to see more live speaking
By (Engineer) on Mar, 16, 2021
I would like to see more live speaking
robot voice
By on Jan, 21, 2021
robot voice
its done
By on Sep, 16, 2021
its done
Good learning
By (Professional Organization) on Oct, 01, 2021
Good learning