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Proposal Review Routing Slip

How To Provide Proper Internal Review

 

The Routing Slip

The routing slip is intended to protect to the company. Be sure to include all key stakeholders. For example, the "Technical/Resource Review" might be expanded to explicitly include the VP of R&D, the cognizant R&D manager, and the head of Contract Administration. The "Intellectual Property Review" might be expanded to explicitly include the head of the IP group and the Corporate Legal Counsel. The "Commercialization Review" might be expanded to explicitly include the relevant Product Manager, the VP of Production, the VP of Engineering, and the VP of Finance. Only you can decide what's appropriate.

Needless to say, if you value their input, and it is assumed that you do, allow reasonable time for their review. Don't give them the proposal the morning of the day it ships and expect to get quality feedback. Given the cost of preparing a proposal, in terms of money and opportunity cost, and consequences to the firm if it is not selected for funding, establishing a reasonable internal review process is just plain good business practice.



          PROPOSAL REVIEW
               ROUTING SLIP


Technical/Resource Review:

     ______________  ____________
               initial                     date


Intellectual Property Review:

     ______________  ____________
               initial                     date


Commercialization Review:

     ______________  ____________
               initial                     date


Return Comments to:

______________________________


Notes:

______________________________

______________________________

______________________________

______________________________

______________________________

______________________________

______________________________

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