TEMPLATE: The Tasks that Power Your Lead Generation Engine Display Template

This template supports a Twennie exercise that helps business development teams create a strategic, collaborative plan for pursuing opportunities before an RFP is issued.

This template is designed to support the Pre-RFP BD Planning Exercise, a structured, interactive session designed to help teams establish a repeatable approach to business development efforts before a formal RFP is released. The exercise can be facilitated in-person or online using tools like Mural or a printed template. Facilitators guide teams through nine core steps, including choosing BD tasks, identifying learning goals, selecting key terminology and tools, planning pull marketing activities, assigning accountability, budgeting time, and incorporating fun.