Insights Blog

10 Ways to mitigate proposal production and delivery review risks

At the 2011 APMP International Conference, Lohfeld Consulting Group’s Managing Director Brenda Crist presented an informative session on mitigating proposal risks. Here are Brenda’s identified Proposal Production and Delivery Review Risks and recommended Mitigation Strategies: Insufficient production time. Allocate 10% of the life cycle for production. Check with your production staff prior to creating your schedule to verify they have the bandwidth to complete your job on schedule. Unreliable equipment. Test all equipment prior to production to verify it functions as intended. Have a backup plan for production if your system malfunctions. Problems with tabs. Learn how to produce tabs. Learn how to correct tabs if a new tab is needed. Problems with graphics. Develop graphics early in the proposal life cycle and verify the graphics are clear, uncluttered, and illustrate a benefit to the client. Use graphics tools that can be edited by more than one person in case … Continue reading 10 Ways to mitigate proposal production and delivery review risks

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2-Step process for finalizing your proposal solution

If you can’t explain it simply, you don’t understand it well enough. –Albert Einstein During the Pursuit Phase, your Capture Team should have developed a solution that addresses your client’s needs and provides a clear basis for award. The Capture Team continually refined and tested this solution with the client during the Pre-proposal Preparation Phase all the way up to final RFP release. With significant effort directed at the solution during these phases, it is important to spend time immediately after final RFP release and before conducting the kick-off meeting to review the proposed solution against the final RFP contents, make any necessary adjustments to finalize your solution, and ensure that your team is ready to start final proposal development. Review the requirements in the final RFP to determine if the implementation plan, price strategies, teaming relationships, technical feasibility, and cost competitiveness you developed during the Pre-proposal Preparation Phase address … Continue reading 2-Step process for finalizing your proposal solution

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8 Ways to mitigate proposal post-production and lessons-learned risks

At the 2011 APMP International Conference, Lohfeld Consulting Group’s Managing Director Brenda Crist presented an informative session on mitigating proposal risks. Here are Brenda’s identified Proposal Post-production and Lessons-learned Risks and recommended Mitigation Strategies: Copies of the proposal not securely filed in a final production area, and proposal manager inadvertently uses wrong version to respond to post-production questions or clarifications. Copy the final files into a secure folder or area on the server and lock access to the proposal to a limited few. Instructions for responding to questions or clarifications not followed. Compliance check your responses to customer questions or clarifications. During negotiations, customer asks for benefits or concessions your company is unable to provide. Require company executives to determine if they will comply with the customer’s requests and how the requests affect the technical and business solutions. Lessons-learned session not held after proposal submission and after receiving customer debrief. … Continue reading 8 Ways to mitigate proposal post-production and lessons-learned risks

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7 Reasons to develop a compliance matrix

A compliance matrix can serve multiple purposes. It’s an internal document that keeps your entire proposal team on the same page regarding compliance and ensures your proposal meets all requirements. It includes every shall, must, and will requirement in the entire RFP. It’s an organized listing of all requirements in RFP Sections L, M, C, Contract Data Requirements Lists (CDRL), and other sections of the RFP that contain requirements. In these days of boilerplated and recycled RFPs, developing a compliance matrix helps in finding disconnects between RFP sections and documents. Common disconnects include discrepancies between Section L and Section M contents, nonsensical soft- or hard-copy formatting instructions, discrepancies in technical requirements between Section C and technical attachments, and legacy information from a previous procurement, e.g., inaccurate dates or out-of-date requirements. It serves as a navigation and checklist tool for proposal managers, volume leads, proposal developers/writers, and internal proposal reviewers (as … Continue reading 7 Reasons to develop a compliance matrix

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