The key to engaging a subject matter expert is understanding that you rely on each other. Proposal managers rely on subject matter experts for information and accurate answers. While SMEs rely on proposal managers to bring in business, which keeps everyone employed.
To create a productive and collaborative environment, try implementing these tips:
 Put a dedicated process in place: Being prepared is essential. It ensures you both have a good understanding of the project scope, timelines to provide feedback, expectations for team members, and what success looks like for the business.
 Connect with your SMEs, regularly: Show SMEs you respect their expertise and are genuinely interested in their skills and knowledge. The intention for your first meeting should be to create a welcoming environment where you can explain your job, and they can explain theirs.
 Motivate your SMEs: An incentive for actively engaged subject matter experts makes getting them to attend meetings easier and simplifies tasks like running a content library review cycle.