Project Initiation Protocols for SBIR Proposal Preparation

  • July 20, 2023

We focus a lot on Project Management best practices for growing and evolving our standard operating procedures for SBIR/STTR proposal preparation. We have learned much about project initiation over the past several months (… and truth be told… over the last 10+ years, too.).

We have entirely reconfigured our setup and onboarding process to streamline operations and ensure clients know what deliverables they will be responsible for providing for us to complete their SBIR proposal. We set up our timeline at the initiation phase as well, ensuring clients are aware of all internal and external deadlines. Project management protocol has helped to inspire these changes. We have had immensely positive feedback from clients since implementing this new protocol. Some key components of this process include defining and managing project goals, deliverables, scope, and success criteria.

Another important aspect of SBIR proposal project initiation with E.B. Howard Consulting is to define and create measurable project goals and deliverables. This includes overall objectives for the proposal, defining the project scope, and differentiating among tasks that are in-scope and out-of-scope. We understand how to manage scope creep to avoid impacting project goals, as well as how to define and measure a project’s success criteria.

These initiation steps help outline everything our team and the client need to know about the proposal preparation and funding menu process. This way, there are fewer surprises, timelines are clearly defined for both teams, and we know what the scope of work is and how success will be measured.


We work with high-growth startups and organizations that support the startup and innovation ecosystem. We build highly specific non-dilutive funding menus, provide proposal preparation services, and measure outcomes of funding through evaluation. Schedule a consult call with us HERE.

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