TArticles tagged with: proposal schedule

7 more changes experts would make to the BD, capture, and proposal process

“The only way to make sense out of change is to plunge into it, move with it, and join the dance.” –Alan Watts In this wrap-up to my 3-part series asking capture and proposal experts to share their responses to the question, “If you could change one thing about the business development, capture, or proposal life cycle or process, what would that be?,” my industry colleagues share their practical insights and suggestions. I would end the search for the holy grail of a plug-and-play repeatable process for BD, capture, or proposals. Principles apply and rules exist. It’s just that for any given opportunity, it might make sense to ignore or break half of them. –Wendy Frieman, APMP Fellow and Principal Consultant, Lohfeld Consulting Group The proposal process is only as good as its leadership. Veteran proposal managers demand a smooth process and usually get it – building in risk mitigation … Continue reading 7 more changes experts would make to the BD, capture, and proposal process

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Proposal production across the business development life cycle – phase 4 (Part 5 of 6)

In her previous post (Part 4 of 6), Briana Coleman, PPM.APMP discussed the key activities involved in Phase 3 of the typical business development (BD) life cycle: Phase 1 Opportunity identification and assessment Phase 2 Pursuit Phase 3 Pre-proposal preparation Phase 4 Proposal development Phase 5 Post-submittal In this post, Briana discusses the key production activities that you should perform in Phase 4 Proposal Preparation. Once you receive your final RFP, you can begin actually implementing your production plan. Below is a typical 30-day schedule to give you a sense of when you should begin each element of production. You’ll note that final production begins on DAY 1! By Day 2, you should be able to refine your templates to match the format/delivery requirements of your RFP. Note that I am saying refine, and not develop, because you will have already taken care of baseline templates in your pre-proposal phase. … Continue reading Proposal production across the business development life cycle – phase 4 (Part 5 of 6)

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Proposal scheduling – make it or break it (Part 2 of 2)

Instituting scheduling best practices before, during, and after Request for Proposal (RFP) release can help alleviate risks and improve a company’s chance of developing a compliant, compelling, and winning proposal. This week Brenda Crist, PPF.APMP and APMP Fellow shares part 2 of her time-tested advice on proposal scheduling. Part 2: Effective scheduling after RFP release and submission As soon as the RFP is released, the race against the clock starts to prepare the information needed for the Kick-off Meeting, including the schedule, compliance matrix, and writers’ packages. Start by building a bullet-proof compliance matrix. Have at least two people review the compliance matrix to verify no instruction, evaluation criteria, or requirement is missed! Use the requirements list to build a work breakdown structure (WBS). Then add additional structure to incorporate proposal management tasks including: Kick-off Meeting Contributor Training Question development Daily Standup Meetings conducted Executive Summary draft development Conceptual planning/solution … Continue reading Proposal scheduling – make it or break it (Part 2 of 2)

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Proposal scheduling – make it or break it (Part 1 of 2)

This week Brenda Crist, PPF.APMP and APMP Fellow shares her time-tested advice on proposal scheduling – part 1. One of the most daunting proposal management tasks is ensuring all proposal tasks are performed on schedule. The inability to meet milestones can have a ripple effect throughout the proposal and affect staff members’ stress levels, proposal quality, and on-time delivery. Instituting scheduling best practices before, during, and after Request for Proposal (RFP) release can help alleviate these risks and improve a company’s chance of developing a compliant, compelling, and winning proposal. Part 1: Effective scheduling prior to RFP release Take time to prepare to develop an accurate schedule based on a solid understanding of required tasks and how long it took to perform them in the past. Review your company’s scheduling metrics so you can accurately identify how long it takes to perform basic proposal tasks. If you don’t collect metrics, … Continue reading Proposal scheduling – make it or break it (Part 1 of 2)

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