Unofficial Oral Proposal Guide

Everything You Always Wanted To Know About Oral Proposals


By Lorna Tedder


Down and dirty tips and techniques for speedier source selections with a stronger meeting of the minds

  • Learn the step-by-step process and how to customize it to your procurement
  • Know when to use oral proposals and how to avoid protests
  • Copy real-life examples of evaluation criteria, instructions, and guidance to vendors
  • Discover how to apply an “equity lens” to oral presentations and pitch days


Straightforward answers to your questions, even ones you didn’t know you had

  • How do I keep a boisterous evaluator quiet during a presentation?
  • Who should be in charge of the evaluation?
  • What if the vendor is wearing a medical device?
  • How should the evaluation team prepare for the presentation?
  • What red flags might a vendor’s dislike of oral presentations raise?
  • How simple can the evaluation worksheet be and still be effective?
  • How do we choose a location for the presentations?
  • Why should we get a cost proposal in writing if it’s not required?
  • What does a solicitation including oral presentations actually look like?
  • What are surefire ways to turn a supposedly faster oral proposal process into a significantly longer lead time?
  •  What do we do if a fire alarm goes off half-way through  a presentation?
  •  and dozens more questions answered by 25 years of successful personal experience with the oral proposal process!



© 2020 The MITRE Corporation, updated 2021. All Rights Reserved.  The content provided in "The Unofficial Proposal Guide" does not reflect MITRE's opinions.

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