icon in the Summary Statement
text field.The Add Functional/Deployment Role and Edit Functional/Deployment Role data entry screens allow you to define each of your professional roles. Provide an entry for each role you have held during your career including a summary statement of your experience.
To make it simpler for the user, we have grouped together the Role Categories under their respective Practice Areas. The SMA Practice Areas are: Management Consulting, Capture Support and Proposal Development, Integrated Program Planning & Controls, Technical Management and Engineering Services, Graphics and Production Support, and Program Management.
What to enter in each field:
•Role Category: (Required)
Filter role category from the drop-down menu or search for the role which you have worked for by typing the name in the search section of role category.
The Role Categories have been grouped under their respective Practice Areas. [Examples]
• Capture & Proposal Professional (choose this option if you have worked in several roles within the Capture & Proposal role category)
• Technical & Engineering Consultant (choose this option if you have worked in a variety of roles of the Technical & Engineering Consultant role category)
If you do not find the role in the search field, then click on “other” ( Listed in the last row of Practice role areas). Then, a pop-up will open up “Report issue or provide feedback” and write the role in the space provided and click on email and close icon.
•Summary Statement: (Required)
Briefly describe (minimum 256 characters and maximum 512 characters) your most important responsibilities in this role. Here are a couple of Summary Statement examples.
• Example summary for a Graphics / Desktop Publishing Technician: Proven proficiency in proposal production management, production, graphic design, text and graphics integration, illustration, desktop publishing, and configuration control on deliverables of all sizes. Certified Microsoft Word and PowerPoint user. Expert in Adobe Illustrator, Photoshop, InDesign, and Acrobat. Working knowledge of Microsoft Project and Visio. Knowledgeability to develop and edit a variety of conceptual models. Proficiency in proposal layout and planning.
• Example summary for a Capture & Proposal Professional role: Capture and proposal professional with hands-on experience developing and implementing capture strategy for opportunities with commercial and government customers. Accomplished and successful leading teams pursuing government opportunities, developing capture strategy and winning proposals.
Please select one of the following role categories to
view the guidance questions for a Role Summary Statement. You can also access
the guidance questions directly from the Add/Edit Functional/Deployment
Role data entry screen by selecting a Role Category and clicking the icon in the Summary Statement
text field.
Management Consulting:
Capture Support and Proposal Development:
•Capture & Proposal Professional
•Basis of Estimate & Pricing Consultant
Graphics and Production Support:
•Senior Data Visualization Advisor
•Graphics / Desktop Publishing Technician
Integrated Program Planning & Controls:
•Planning / Schedule and Cost Consultant
Technical Management and Engineering Services:
•Technical & Engineering Consultant
Program and operations Management:
Executive Advisor (Questions to be considered when writing the Summary Statement for each role)
1. TBD
Management Consultant (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Market / Competitive Strategist)
1. What has been your predominant role on a management consulting project?
2. What are the main type of client issues you have addressed in your role as a management consultant?
3. What is the range of client issues you have been involved with across projects?
4. What are the types of impact your work has had?
5. Are there any unusual or unique client issues that you have addressed that are particularly impactful?
6. What methodologies and frameworks (problem solving approaches) are you particularly skilled at?
Senior Capture Advisor (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Senior Capture Advisor)
1. How many years have you been a senior capture advisor?
2. What domains have you worked in, e.g. A&D, IT?
3. What technologies have you worked with, e.g. electronics, O&M?
4. Have you worked commercial, federal, and/or state & local opportunities?
5. Have you worked any international proposals?
6. Do you have any relevant certifications, e.g. APMP, PMP, ITIL?
7. What C&P roles have you performed, e.g. Capture Lead, Proposal Manager, Volume Lead?
8. Do you have any specialty volumes, e.g. Past Performance, Cost?
9. Have you managed a Proposal Development Center? How many staff? What was the throughput?
10. Have you created any innovative approaches to capture & proposal management? Have you presented or been published?
Capture & Proposal Professional (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Logistics Volume Lead)
1. How many years have you been a capture and proposal professional?
2. What domains have you worked in, e.g. A&D, IT?
3. What technologies have you worked with, e.g. electronics, O&M?
4. Have you worked commercial, federal, and/or state & local opportunities?
5. Have you worked any international proposals?
6. Do you have any relevant certifications, e.g. APMP, PMP, ITIL?
7. What C&P roles have you performed, e.g. Capture Lead, Proposal Manager, Volume Lead?
8. Do you have any specialty volumes, e.g. Past Performance, Cost?
9. Have you managed a Proposal Development Center? How many staff? What was the throughput?
10. Have you created any innovative approaches to capture & proposal management? Have you presented or been published?
Basis of Estimate & Pricing Consultant (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Pricing Specialist)
1. What main contribution have you made to the development of BOEs?
2. What roadblocks/challenges have you encountered and what path did you take to resolve the issues?
3. What communication methodology was most successful overall? Drumbeat meetings, hands-off, micro-involvement
4. What is the range of value of proposals you've been involved? $K-$M-$B?
5. What methodologies have you used to develop BOE's and ensure all scope has been identified? Was there a method that worked best every time, or was it more tailor-able to each client/proposal?
6. What tools have you used to develop BOEs? (Excel, Access, SQL, other)
7. What software have you used to price proposals? (ProPricer, Excel, ProjStream/BOEmax, client home grown pricing tool)
8. Have you worked mostly on government or on commercial projects?
9. What have the team structures been like? Sole supporter, teammate, lead, etc.
Proposal Writer (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Management Volume Writer)
1. How many years have you been a proposal writer?
2. What domains have you worked in, e.g. A&D, IT?
3. What market areas have you worked with (e.g., C4ISR, Healthcare, etc.)
4. Have you worked commercial, federal, state, or local opportunities?
5. Have you worked any international proposals?
6. Do you have any relevant certifications, e.g. APMP, PMP, ITIL?
7. What approaches do you use to work with engineers and scientists to understand and develop proposal content?
8. Do you provide editing for readability, style, consistency, clarity, compliance?
Proposal Coordinator (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Proposal Coordinator)
1. How many years have you been a proposal coordinator?
2. Do you have any relevant certifications, e.g. APMP?
3. Have you worked commercial, federal, state, or local opportunities?
4. Have you worked any international proposals?
5. Have you been part of a Proposal Development Center? What was the throughput?
6. Have you established and maintained a proposal library? Maintained standard content?
7. Do you create or assist with creating capture and/or proposal plans, and/or coordinate kickoff meetings and color reviews?
8. Do you supervise the final production cycle?
9. Do you assist with gate/phase review presentations?
10. Have you created any innovative approaches to proposal coordination? Have you presented or been published?
Orals Lead / Coach (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Orals Lead / Coach)
1. What are your areas of expertise with orals coaching?
2. Specifically highlight areas of strength such as individual 1-1 presentation skills, team comradery, presence and persona, or “wow-me” materials and media, hardware demonstrations, etc.
3. What are the types of impact you’ve created for clients?
4. What is your level of experience (e.g., how many years have you been an orals coach, or how many orals have you led or mentored)?
Senior Data Visualization Advisor (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Senior Data Visualization Advisor)
1. What are your areas of expertise with applications for developing and producing graphics?
2. Have you mentored and helped associates and clients to develop and clarify their graphics messages?
3. What are the types of clients you have worked with? Commercial? Federal, state, or local government level?
4. What is your level of experience (e.g., how many years have you been developing proposal and presentation graphics)?
5. What is the range of proposal team sizes you have worked with? What were the typical challenges of working with sizeable teams, or being a team of one?
6. If/when anything went wrong during a proposal effort, how was the situation resolved?
7. What workflow methodology was most successful overall?
8. What tools and/or software have you used to develop graphics?
Your summary statement should be specific to the role specialty (e.g., Graphic Artist)
1. What are your areas of expertise with applications for developing and producing proposal graphics?
2. Have you mentored and helped associates and clients to develop and clarify their graphics messages?
3. What are the types of clients you have worked with? Commercial? Federal, state, or local government level?
4. What is your level of experience (e.g., how many years have you been developing proposal and presentation graphics)?
5. What is the range of proposal team sizes you have worked with? What were the typical challenges of working with sizeable teams, or being a team of one?
6. If/when anything went wrong during a proposal effort, how was the situation resolved?
7. What workflow methodology was most successful overall?
8. What tools and/or software have you used to develop graphics?
Senior IPP&C Advisor (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Senior IPP&C Advisor)
1. What has been your predominant role on PP&C engagements?
2. What are the main type of client issues you have addressed in your role as a Senior PP&C advisor?
3. What is the range of client issues you have been involved with across projects?
4. What are the types of impact your work has had?
5. Are there any unusual or unique client issues that you’ve addressed that are particularly impactful?
6. Did you implement schedule tools for quality control and management? SRAs, DCMA 14 Point Analysis, etc.
7. Have you managed/led teams of PP&C staff? If so, what was the size?
8. Did you develop and deliver training curriculum for clients on cost and schedule best practices and standards?
EVMS Consultant (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., EVMS Consultant)
1. What has been your predominant role on EVM engagements?
2. What are the main type of client issues you have addressed in your role as an EVM consultant?
3. What is the range of client issues you have been involved with across projects?
4. What are the types of impact your work has had? How many successful EVM implementations have you supported?
5. How many different EVM implementations have you supported for the government (DoD, HHS, etc.)?
Planning / Schedule and Cost Consultant (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Scheduler)
1. What has been your predominant role on PP&C engagements?
2. What are the main type of client issues you have addressed in your role as a PP&C consultant?
3. What is the range of client issues you have been involved with across projects?
4. What are the types of impact your work has had?
5. Are there any unusual or unique client issues that you’ve addressed that are particularly impactful?
6. Did you implement schedule tools for quality control and management? SRAs, DCMA 14 Point Analysis, etc.
7. Have you managed/led teams of PP&C staff? If so, what was the size?
8. Did you develop and deliver training curriculum for clients on cost and schedule best practices and standards?
Senior Technical Advisor (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Senior Technical Advisor)
1. What has been your predominant role on technical consulting projects?
2. What are the main types of client issues you have addressed in your role as a Senior Technical Advisor?
3. What is the range of client issues you have been involved with across projects?
4. What are the types of impact your work has had?
5. Are there any unusual or unique client technical issues that you have addressed that are particularly impactful?
6. What methodologies and frameworks (technical problem solving approaches) are you particularly skilled at?
7. What are the engineering life cycle stages that you have worked across your career (concept exploration, concept development, system development, system design, product design, production, operations and support, decommission and disposal)?
8. What is the range of project size that you have worked across your career?
9. Are you a subject matter expert in a particular field, platform, or product?
10. Did you hold leadership positions in technical & engineering roles across your career?
Technical & Engineering Consultant (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Systems Engineer)
1. What has been your predominant role on technical consulting projects?
2. What are the main types of client issues you have addressed in your role as a technical consultant?
3. What is the range of client issues you have been involved with across projects?
4. What are the types of impact your work has had?
5. Are there any unusual or unique client technical issues that you have addressed that are particularly impactful?
6. What methodologies and frameworks (technical problem solving approaches) are you particularly skilled at?
7. What are the engineering life cycle stages that you have worked across your career (concept exploration, concept development, system development, system design, product design, production, operations and support, decommission and disposal)?
8. What is the range of project size that you have worked across your career?
9. Are you a subject matter expert in a particular field, platform, or product?
10. Did you hold leadership positions in technical & engineering roles across your career?
Senior Program Advisor (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Senior Program Advisor)
1. What unique challenges (Scope, Technical, Cost, Schedule) have you consistently solved across your career?
2. What tools are you an expert in, e.g. Word, PowerPoint, Excel, MS Project, Risk Management, EVMS, Sharepoint?
3. Who are typical end-customers for whom you have done work? How did you improve relationships between client and end customer?
4. How is performance impacted before and after your involvement?
5. What is typical contract value of your programs and projects? Do you track projects against the allocated budgets? Do you develop and execute recovery plans for your engagement?
6. How did you promote communication between the various functional organizations?
7. How do you involve suppliers?
8. How do you impact contract value during a typical engagement?
Your summary statement should be specific to the role specialty (e.g., Program Manager)
1. What unique challenges (Scope, Technical, Cost, Schedule) have you consistently solved across your career?
2. What tools are you an expert in, e.g. Word, PowerPoint, Excel, MS Project, Risk Management, EVMS, Sharepoint?
3. Who are typical end-customers for whom you have done work? How did you improve relationships between client and end customer?
4. How is performance impacted before and after your involvement?
5. What is typical contract value of your programs and projects? Do you track projects against the allocated budgets? Do you develop and execute recovery plans for your engagement?
6. How did you promote communication between the various functional organizations?
7. How do you involve suppliers?
8. How do you impact contract value during a typical engagement?
Project Manager (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., Project Manager)
1. What unique challenges (Scope, Technical, Cost, Schedule) have you consistently solved across your career?
2. What tools are you an expert in, e.g. Word, PowerPoint, Excel, MS Project, Risk Management, EVMS, Sharepoint?
3. Who are typical end-customers for whom you have done work? How did you improve relationships between client and end customer?
4. How is performance impacted before and after your involvement?
5. What is typical contract value of your programs and projects? Do you track projects against the allocated budgets? Do you develop and execute recovery plans for your engagement?
6. How did you promote communication between the various functional organizations?
7. How do you involve suppliers?
8. How do you impact contract value during a typical engagement?
Your summary statement should be specific to the role specialty (e.g., Data Management Specialist)
1. What roles did you typically perform on projects and who did you support, e.g. Program Manager, Project Manager, Team Lead?
2. What are the main types of client issues you have addressed in your role as a Data Management Specialist?
3. Were there any outputs/processes/tools you created to assist you in your role?
4. What are the types of impact your work has had?
5. What tools have you become expert in using?
6. Are there any unusual or unique client technical issues that you have addressed that are particularly impactful?
7. Are there any “lessons learned” from this role that added to your skill set?
PMO Support Specialist (Questions to be considered when writing the Summary Statement for each role)
Your summary statement should be specific to the role specialty (e.g., PMO Support Specialist)
1. What roles did you typically perform on projects and who did you support, e.g. Program Manager, Project Manager, Team Lead?
2. What are the main types of client issues you have addressed in your role as a PMO Support Specialist?
3. Were there any outputs/processes/tools you created to assist you in your role?
4. What are the types of impact your work has had?
5. Are there any unusual or unique client technical issues that you have addressed that are particularly impactful?
6. Are there any “lessons learned” from this role that added to your skill set?