Shannon Harris, PMP, CF APMP

Shannon Harris, PMP, CF APMP

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location of Shannon Harris, PMP, CF APMPPortland, Oregon, United States

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  • Timeline

  • About me

    Senior Proposal and Capture Manager

  • Education

    • Temple University

      1995 - 1999
      Bachelor of Fine Arts (BFA) Metals/Jewelry/CAD-CAM
  • Experience

    • Thomas J. Paul, Inc.

      Aug 2004 - Feb 2013

      Led annual promotional strategy and direction for 4 brands with a multibillion-dollar confectionary client. Collaborated across marketing and advertising platforms with agency partners and vendors to create tactical plans and proposals for presentation to clients, including brand teams, marketing/advertising directors, and C-level executives. Wrote RFPs, evaluated vendor proposals, and negotiated rates and contract terms. Coordinated and led meetings including internal brainstorming sessions, inter-agency collaborations, and multidisciplinary client presentations. Managed annual budgets for 4 brands and facilitated tactical and programming changes to evolve with budgetary changes. Show less Created and managed Excel spreadsheet detailing annual promotional activity and budgets for 10 brands for a multibillion-dollar client. Performed extensive research on competitive products and promotional activities. Wrote, formatted, and edited internal and client-facing PowerPoint presentations. Interviewed and evaluated services provided by third-party vendors (including event marketing agencies, product sampling companies, and digital couponing platforms, among others). Established filing system to keep vendor information current. Show less

      • Promotion Planner

        Feb 2012 - Feb 2013
      • Project Manager

        Aug 2010 - Feb 2012
      • Administrative Assistant

        Oct 2006 - Aug 2010
      • Receptionist

        Aug 2004 - Oct 2006
    • Baker Tilly Virchow Krause, LLP

      Dec 2013 - Oct 2015
      Administrative Assistant

      Provided high-level administrative support for 7 partners. Conducted searches for relevant RFPs, reviewed RFPs against proposals for compliance, and edited proposals. Proofread, processed, and coordinated production of financial statements and engagement letters for delivery to clients. Managed monthly accounts receivable report and departmental charge hours report. Managed client billing, including creating detailed invoices for government clients. Managed calendars, scheduled meetings, arranged travel, and coordinated corporate sponsorships for the firm. Show less

    • Moss Adams

      Nov 2015 - Sept 2019

      Sourced and reviewed relevant RFPs as part of the gate decision process. Researched prospects, coordinated with engagement managers and SMEs to create highly-customized proposals (typically between 4-8 proposals at one time) that addressed each customer's unique needs. Developed guidelines and provided training and best practices for the internal cradle-to-grave proposal process across all of Advisory Services, including traffic/flow of assignments, project management and scheduling, coordination with other departments, applying firm branding and styles, understanding page layout and visual design, customizing technical content, being compliant with RFP requirements, and teaching the next steps to turn compliant proposals into compelling, responsive, winning sales tools. Show less Conducted in-depth study of the consulting services we provide in order to serve as the technical subject matter expert in our proposals. Read and interpreted complex RFP requirements for government and private industry prospects. Coordinated with subject matter experts, other proposal writers, and departments across the firm (e.g., HR, IT, Legal, etc.) to develop compliant proposal responses to RFPs. Conducted research on prospects to better understand their needs, and developed custom, service-specific content to improve proposal responsiveness and win rates. Created on-brand graphic elements and page layout to improve visual appeal and simplify readability for proposal reviewers. Show less

      • Senior Proposal Specialist

        Mar 2019 - Sept 2019
      • Editor (Proposal Development)

        Jul 2018 - Mar 2019
      • Administrative Assistant

        Nov 2015 - Jul 2018
    • The Cadmus Group

      Sept 2019 - now

      I lead and manage the capture process from opportunity identification through proposal submission for strategic, multimillion-dollar opportunities. I identify and qualify new business opportunities that align with the organization's strategic goals and conduct market research to assess the viability of potential opportunities. I also collaborate with business development, technical, and proposal teams to lead the development of capture plans, including win strategies, pricing strategies, resource allocation, and pre-proposal content development.In addition to pre-proposal activities, I also oversee the proposal development process, ensuring alignment with capture strategies and compliance with client requirements. I coordinate and lead proposal teams, assigning roles and responsibilities to ensure timely and high-quality proposal submissions and review proposal content, ensuring clarity, persuasiveness, and technical accuracy. Highlights include: - Identified over $40M in new opportunities for a single year’s pipeline - Led winning development process for a large ($15M), strategic proposal win - Developed internal capture process including templates for client engagement, capture planning, and SWOT analysis, and a teaming partner/subcontractor database Show less In addition to the day-to-day proposal management tasks detailed in my previous role, I also led proposal operations and develop processes and tools for use by proposal managers and SMEs. I developed and administered training materials for new proposal managers and SMEs, managed proposal content libraries, and created templates for capture plans, proposals, presentations, and sales collateral.I also led large (multimillion-dollar) capture plans and conduct market research to support pre-proposal business development efforts. I read industry news and reports and internally published key findings every week. I created client and competitor profiles and summarized the impacts of regulatory and legislative mandates on our clients. I also created client-facing materials to foster informed discussions on how we can help them continue meeting their goals in an evolving regulatory landscape. Show less As a proposal manager, I led cradle-to-grave proposal activities from initial RFP analysis/opportunity vetting through proposal development and finalist interviews. Day-to-day proposal management activities included: • Created proposal management plans and proposal development schedules • Facilitated color team meetings and reviews of proposal strategies, budgets, and technical approach/methodology• Coordinated with proposal team (technical leads/SMEs, editing, budget/contracts, IT, HR, etc.) on RFP content and compliance requirements• Delegated writing assignments with detailed instructions and deadlines• Developed proposal draft documents based on RFP specifications• Wrote non-technical content (executive summaries, cover letters, project management, team organization, experience narrative, etc.) and provided ongoing review• Led scheduled and ad hoc status meetings as needed• Held internal and external debriefs to capture lessons learned• Managed subcontractor content, agreements, and deadlines• Created (and currently manage) searchable SharePoint submitted proposal library Show less

      • Capture Manager

        Aug 2023 - now
      • Senior Proposal Manager

        Jan 2022 - Aug 2023
      • Proposal Manager

        Sept 2019 - Jan 2022
  • Licenses & Certifications

    • CF APMP

      APMP
      Jul 2019
    • Project Management Professional (PMP)®

      Project Management Institute
      Sept 2022
      View certificate certificate