Overview
The Key Personnel feature allows you to define proposal staffing requirements and assign qualified personnel from your Personnel Bench. These assignments inform your Proposal Outline and Pink Team Draft, ensuring your proposal reflects accurate staffing plans, required qualifications, and solicitation requirements.
If you started with Document Package, Key Personnel requirements may already be identified as part of the workflow. You can then define roles and assign personnel within this tab.
This workflow consists of three steps:
Add personnel to the Bench
Define role requirements for the proposal
Assign personnel to each role
Step 1: Add Personnel to the Bench
Navigate to Personnel → Bench, then click Add Personnel.
Enter the following information:
Name
Title
Email and phone (optional)
Department (optional)
Skills
Certifications
Education
Resume
Skills and certifications are user-defined and reusable across personnel profiles and proposals.
Once saved, personnel become available for assignment in proposals.
Step 2: Define Role Requirements
Open your proposal and navigate to Key Personnel, then click Add Role.
Enter the following:
Role title
Required FTE count
Role description
Required qualifications
Required skills and certifications
These requirements should align directly with the solicitation’s Key Personnel requirements.
Click Save to create the role.
Step 3: Assign Personnel to Roles
After creating a role, click Assign to select personnel from the Bench.
Assign personnel and specify:
FTE allocation
Assignment status (for example: Candidate, Proposed)
Resume association
This assignment links personnel qualifications to proposal staffing requirements.
How This Information Is Used
Key Personnel assignments support:
Proposal Outline development
Pink Team Draft generation
Staffing section creation
Qualification alignment with solicitation requirements
This ensures your proposal reflects accurate and compliant staffing information.
Best Practices
Add personnel to the Bench before defining proposal roles
Ensure resumes and certifications are current
Align roles with solicitation-defined Key Personnel requirements
If using Document Package, review identified requirements before assigning personnel
Confirm assignments before generating the Pink Team Draft
Expected Outcome
A fully defined staffing structure with aligned roles and qualified personnel, ready to support proposal development and draft generation.