TArticles tagged with: proposal schedule

12 important tips for developing proposal schedules

At each Kickoff Meeting, I provide the final proposal schedule to the proposal team; however, much effort goes into getting to the final schedule. Here are some tips to help your proposal schedule development efforts. Maintain templates of standard, achievable, detailed proposal schedules for 5-, 10-, 15-, and 30-day turnarounds – or whatever the typical turnaround times are for your industry and clients. Once you have the templates developed, you can tweak them for particular efforts and know that you’ve already accounted for all the required drafts, reviews, editing, production, etc. Develop your final proposal schedule backward from the submission date, and develop your schedule forward from RFP receipt, including time to finalize your outline, schedule, templates, kickoff meeting materials, storyboards or annotated outlines, etc. Minimize sequential tasks – maximize parallel tasks. Don’t make every action dependent on the preceding action. Realistically estimate the time required for specific tasks – … Continue reading 12 important tips for developing proposal schedules

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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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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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