TArticles tagged with: pre-RFP

The art of the data call: 7 questions to ask pre-RFP

In today’s blog post, Lisa Pafe provides advice on 7 questions to ask before RFP release… Over the past few months, I have served as a Color Team Reviewer on many proposals that, while compliant, had a glaring lack of proof points. When I debriefed the team, I told them that they had forgotten an important proposal task: the team-wide data call. Unfortunately, too many companies limit data calls to resumes, past performance, and a company bio of revenues and full time employees (FTE). But, a data call should go beyond compliance; it must form the basis of persuasion. Persuasion is what makes your proposal compelling. Data calls provide the grist for win themes, discriminators, features and benefits, call-out boxes, and action captions. At the most basic level, the data call is an information-gathering request, internal to your company and external to teaming partners, which specifies: Who: the point of … Continue reading The art of the data call: 7 questions to ask pre-RFP

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12 Ways to mitigate proposal kick-off planning 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 Kick-off Planning Risks and recommended Mitigation Strategies: Insufficient time to prepare for the Kick-off Meeting. Allow approximately 10% of proposal preparation time to conduct planning in preparation for the kick-off meeting. Ensure attendees receive the schedule and writers packages, draft executive summary, and communications/collaboration instructions. Little or no advance warning of the Kick-off Meeting resulting in limited participation. Before RFP release, identify as many kick-off meeting participants as possible. Keep them informed of the potential kick-off date. Send an email requesting their attendance at the kick-off meeting immediately after RFP release. Right participants are not invited. Consider holding a second meeting for participants who were unable to attend. Attendees are not prepared to participate. Provide just-in-time training to get them up-to-speed during the meeting. … Continue reading 12 Ways to mitigate proposal kick-off planning risks

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12 Required kick-off meeting elements

Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results. –Andrew Carnegie You should design all aspects of your kick-off meeting to motivate your team, communicate your proposal plan, and set the overall tone for how your proposal team will operate. Though the kick-off meeting typically occurs a few days after RFP release, planning for the kick-off meeting prior to RFP release saves time once the RFP drops – a major advantage for your team. Once actual post-RFP proposal preparation begins, having already planned the kick-off meeting saves important time that you can use to review the RFP, validate pre-proposal products, and prepare final writing plans and writers’ packages. The planning process involves identifying the meeting location, handling logistics, designing the agenda, preparing distribution materials, and inviting the … Continue reading 12 Required kick-off meeting elements

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6 Early-stage proposal products to identify and develop

More adventures start with a lack of planning. –Capt. Dick Shakeshaft, Keynote Speaker, APMP Nor’easters 2011 Fall Symposium Keeping a proposal team on a winning track means getting an early start on the proposal. Arguably, the most important activity during the Pre-proposal Preparation Phase is preparing proposal products early. While each RFP contains unique questions that are difficult to anticipate, we can get a head start on many standard proposal sections during this phase. Identify proposal products typically included in similar or related bids for this client, and begin developing these sections before RFP release. Typically, these products include: Resumes Past performance summaries Graphics Plans (quality, safety, program management, transition, small business, etc.) Executive summary Orals presentation This allows you to spend post-RFP release response time revising, reviewing, and polishing content versus writing it from scratch. Early writing has many benefits. Writers begin writing to outlined content while the outline … Continue reading 6 Early-stage proposal products to identify and develop

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