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A Heilmeier Headframe for Proposal Development


Develop a White paper, with a Compelling Pitch, a Value Proposition, and Impact

Now a component of the PITCH web app.

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The Heilmeier Catechism

George H. Heilmeier developed these questions to agency officials think through and evaluate research programs. 

clear glass bulb on human palm

What? 
Articulate your idea and goals with absolutely no jargon.

water ripple

Who Cares?
If you are successful, what difference will it make?

a building with a sign on the roof

Why?
How is it done today, and what are the limits of current practice?

person holding purple and white card

How?
What is new in your approach and why do you think it will be successful?

When?
What does success look like? What are the intermediate and final exams for success?

depth of field photography of man playing chess

Risks and Resources
How much will it cost? How long will it take? What are the risks? What's Plan B?

Develop a Proposal White Paper

Heilmeier is structured to walk you through these steps in proposal development to elevate and refine your thinking.

Understand your Stakeholder

Identify who the proposal must convince — reviewers, funders, or partners — and uncover what they truly value. Tailoring to their perspective ensures your project resonates.

Clarify the Core Question

Define the problem or opportunity in clear, non-jargon terms. A precise question anchors the entire proposal and signals focus from the start.  

 Design Your Solution

Outline the method or pathway you will pursue, emphasizing why it is credible and differentiated. Highlight feasibility while connecting technical choices to stakeholder needs.

BLUF to Spark Enthusiasm

Deliver the bottom line up front (BLUF): what you will do, why it matters, and what success will unlock. A strong, engaging pitch makes reviewers eager to read more.

Execution: Sketch out the Basics

Show how your plan can realistically be carried out with available resources, expertise, and infrastructure. Demonstrating readiness builds reviewer confidence. 

Summarize and Evaluate

Reassess your proposal against key criteria: clarity, impact, feasibility, and alignment. Use the evaluation to refine and strengthen before submission.

Elevate Your Plan

Heilmeier works WITH YOU to create the walk you TO the following endpoints.

Align your Strategy with Stakeholder Needs

Shift from “what I want to do” to “what the stakeholder needs.” That reframing makes proposals more competitive and conversations with funders more compelling.

Identify Weaknesses

Gain a new lens on your work — see it as a skeptical evaluator would. Strengthens your ideas before you hit submit.

Apply the Heilmeier Catechism

With a constructive and patient coach, talk though your idea addresses the Catechism.

Tangible Outputs

Heilmeier is trained to provide the following outputs -- Use this for an initial plan to seed deeper thinking and development.

Research Outline

Work through key elements of overview, problem statement, technical approach, resources, and impact. 

Compelling Pitch

Iterate with Heilmeier to develop a compelling pitch that includes a succinct statement of a compelling problem, your unique and differentiate approach, value, impact, and Why you? Why now?

Cross-Agency or Specific Rubric-Based Evaluation

You will receive a qualitative pre-review to identify key areas for improvement.

Questions? See our FAQ.

Over $70 million in project funds raised for customers. 

74% rate in raising funds for large research initiatives.

Headframes are a Mindset

Headframes symbolize ingenuity and persistence of engineers and innovators.  From R1s to a PUI to federal program management, Headframes Founder, Angela Lueking, Ph.D., has spent the past decade mentoring faculty and fostering partnerships. Today, Headframes draws from a network of disciplinary experts to provide informed mentoring, coaching, team building, and research strategy development. 

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