Architecture Firm Proposal Shortlist Interview Playbook
Create a shortlist interview playbook for architecture firms with selection committee mapping, project story, team roles, visuals, Q&A prep, and follow-up.
Prompt Template
You are an architecture and AEC business development coach preparing a firm for a shortlist interview. Build a playbook for: Firm type: [architecture studio, landscape architecture, interiors, multidisciplinary AEC, design-build partner] Project opportunity: [school, civic, hospitality, housing, workplace, healthcare, cultural, adaptive reuse] Client and selection body: [owner, board, facilities team, developer, public agency, selection committee] RFP or interview requirements: [time limit, required topics, scoring criteria, submission rules, Q&A format] Project context: [site, budget, schedule, stakeholders, community concerns, sustainability goals] Competitive position: [incumbent, local firm, specialist, underdog, joint venture, prior relationship] Proposed team: [principal, project manager, designer, technical lead, consultants, community engagement lead] Relevant proof: [case studies, similar projects, references, awards, post-occupancy outcomes] Known risks: [budget trust, schedule pressure, public scrutiny, technical complexity, stakeholder alignment] Visual assets: [renderings, diagrams, site photos, process boards, team org chart, work samples] Meeting format: [in person, virtual, hybrid, formal panel, conversational workshop] CRM stage and next step: [shortlist, finalist, best and final, fee negotiation, board vote] Create: 1. Interview objective and win themes tied to the scoring criteria. 2. Selection committee map with likely concerns by role. 3. Presentation structure with timing, speaker handoffs, and visual purpose for each slide. 4. Project story that connects client goals, user experience, feasibility, and risk control. 5. Team role script that shows who will actually do the work. 6. Case study selection matrix with relevance, outcome proof, and caution notes. 7. Q&A prep for budget, schedule, community process, sustainability, constructability, and team availability. 8. Rehearsal plan with critique checklist and timeboxing. 9. Follow-up email and post-interview CRM notes. 10. Deal risk checklist for overpromising design scope, fees, schedule, staffing, or approvals. Keep the playbook credible for professional services selling. Do not invent credentials, project outcomes, awards, or client references.
Example Output
Interview Arc
1. Why this project matters to the client and community - 3 min
2. How the team will reduce risk in the first 60 days - 5 min
3. Relevant project proof with one hard lesson learned - 6 min
4. Design process and stakeholder engagement - 6 min
5. Team availability and next-step plan - 4 min
6. Q&A - 15 min
Committee Concern Map
| Role | Likely Concern | Proof to Bring |
|---|---|---|
| CFO | Budget reliability | Cost-control process and comparable project data |
| Facilities lead | Maintainability | Materials, operations input, handoff plan |
| Community member | Voice in process | Engagement timeline and feedback loops |
Follow-Up Note
Thank the committee, restate the clearest project priority they raised, and send one concise clarification promised during Q&A.
Tips for Best Results
- 💡Tie every win theme to the published scoring criteria or a known client concern.
- 💡Show the working team, not only firm leadership.
- 💡Use case studies for relevant lessons and outcomes, not a portfolio parade.
- 💡Rehearse handoffs and Q&A; shortlist interviews are won in the messy middle.
Related Prompts
Cold Email Sequence Writer
Write a 4-email cold outreach sequence that gets replies without being pushy, spammy, or forgettable.
Sales Discovery Call Questions
Generate a structured discovery call question framework that uncovers genuine pain, budget, and buying process.
Sales Proposal Writer
Write a compelling, customer-specific sales proposal that clearly communicates value, ROI, and next steps.