Blueprint for Success: Building an Efficient Proposal Process

Effective communication is one of, if not the biggest challenge for almost every business. But just because people have different personality types doesn’t, they can't thrive working together. Many people question the validity of personality profiles and are hesitant to participate, but when properly used, identifying personality types can be a valuable tool for businesses.

During this session, we will examine how different personality types react to different communication styles and discuss some misconceptions about personality profile tests. From there, we will look at how leaders can better understand their team members and help them improve and grow. We will specifically look at how leadership can work with rising stars in their firms to help transition from doers to sellers as well.

While the discussion will be based on the Myers & Briggs 16 personality types and The Six Types of Working Geniuses personality profiles, it will show how to use a wide range of personality tests to help identify team member's strengths and weaknesses. Doing so will help them learn how to communicate to get the best responses.

Audience Takeaways

• Learners will come away with the needed information on evaluating their proposal process and suggestions to make improvements. We will discuss how to work with firm leaders to implement effective changes.

• Learners will come away with a clear understanding of the various phases of the proposal process and how to set clear expectations with their technical staff.

• Examples of dos and don'ts in reviews will be shown, as well as how to utilize Adobe Acrobat to improve reviews

Conference Session Tracks

• Domain Track: Proposals & Management

• Career Track: Early Career & Mid-Level

• Position Track: Proposal Development

Eric strives to find creative ways to improve efficiency within an organization. He has combined his training and real-life experience to help streamline marketing and business development tasks. Eric has over 17 years of experience in marketing, branding, and graphic design, with over six years in the AEC industry. Throughout his career, he has specialized in B2B marketing. Eric is currently an Associate and leader of the marketing and business development department at CRS Engineering & Surveying. He is also serving on the SMPS Utah Board of Directors. Previous speaking experience includes, SMPS Southwest Regional Conference, SMPS Utah Education Event, CRS Engineering & Surveying Board of Directors, and multiple other trainings to both large and small groups.

Connect with Eric on LinkedIn.