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Proposal Tools

Agenda
Common Process Definition Current Situation Target Solution Evaluation Criteria

Sales Process
Identify
Sales Exec

Sales Process Qualify Propose


Capture Manager Proposal Manager Proposal Team

Deliver

Senior Ops. Manager

Solution Manager

Solution Team

Account Manager

Competitive Analyst

Finance, HR, Legal

Delivery Team

Current Situation
Sales Process Identify
-1

Qualify
Capture/Proposal Process
1

Propose
3

Deliver
5

Target Identification

Opportunity Validation

Positioning

Win Strategy Development

Concept of Operations

Bid/Proposal Development

Post-Submittal

Outdated/stove-piped tools Uneven application of corporate processes Lack of collaboration for identification/validation/solutions Wasted bid/proposal investments Inadequate Win Rates

Challenges
Timely access to the right information Enabling strategic decisions for short procurement cycles Sustaining solution development through long procurement cycles Managing information flow through capture process

Evolution of tools
Shared file servers
Restricted access Manual version control

Document management systems


Improved version control Manual workflow management

Sales force automation


Improved individual productivity Limited functionality for proposal process

Target Solution
Sales Process Identify
-1

Qualify
Capture/Proposal Process
1

Propose
3

Deliver
5

Target Identification

Opportunity Validation

Positioning

Win Strategy Development

Concept of Operations

Bid/Proposal Development

Post-Submittal

Gate A Gate A Review Review

Gate B Gate B Review Review

Gate C Gate C Review Review

White White Papers Papers

Gate D Gate D Review Review

Win Win Strategy Strategy Solutions Solutions

Gate E Gate E Review Review CONOPS CONOPS

Gate F Gate F Review Review Final Final Proposal Proposal

Lessons Lessons Learned Learned Win/Loss Win/Loss Analysis Analysis

Customer Customer Mission Mission

Milestone Milestone Schedule Schedule

Integrated Information Environment


Capture Capture Plan Plan Teaming Teaming Agreements Agreements Proposal Proposal Plan Plan

Oral Oral Presentations Presentations

Relationship Competitors Relationship Competitors Plans Plans

Metrics Metrics

Facilitated Workflow
-1 0 Capture/Proposal Process 1 2 3 4 5
Target Identification Opportunity Validation Positioning

Win Strategy Development Program/ Concept of Operations Bid/Proposal Development Post-Submittal

Gate A Gate A Review Review

Gate B Gate B Review Review

Gate C Gate C Review Review

White White Papers Papers

Gate D Gate D Review Review

Win Win Strategy Strategy Solutions Solutions

Gate E Gate E Review Review CONOPS CONOPS

Gate F Gate F Review Review Final Final Proposal Proposal

Real time information access Support overlapping projects Leverage subject matter expert participation Build knowledgebase
Lessons Lessons Learned Learned Win/Loss Win/Loss Analysis Analysis Oral Oral Presentations Presentations Metrics Metrics

Customer Customer Mission Mission

Milestone Milestone Schedule Schedule

Integrated Information Environment


Capture Capture Plan Plan Teaming Teaming Agreements Agreements Proposal Proposal Plan Plan

Relationship Competitors Relationship Competitors Plans Plans

Identify
Government Contract Capture/Proposal Process -1 0 1 2 3 4 5
Target Identification Opportunity Validation Positioning

Win Strategy Development Concept of Operations Bid/Proposal Development Post-Submittal

Research markets Identify customers Identify opportunities Develop relationship plans

Sales Manager

Marketing/ Salesperson

Gate A Gate A Review Review

Gate B Gate B Review Review

Gate C Gate C Review Review

White White Papers Papers

Gate D Gate D Review Review

Win Win Strategy Strategy Solutions Solutions

Gate E Gate E Review Review CONOPS CONOPS

Gate F Gate F Review Review Final Final Proposal Proposal

Lessons Lessons Learned Learned Win/Loss Win/Loss Analysis Analysis

Customer Customer Mission Mission

Milestone Milestone Schedule Schedule

Integrated Information Environment


Capture Capture Plan Plan Teaming Teaming Agreements Agreements Proposal Proposal Plan Plan

Oral Oral Presentations Presentations

Relationship Competitors Relationship Competitors Plans Plans

Metrics Metrics

Qualify
Government Contract Capture/Proposal Process -1 0 1 2 3 4 5
Target Identification Opportunity Validation Positioning

Win Strategy Development Program/ Concept of Operations Bid/Proposal Development Post-Submittal

Client Profile Competition Positioning Teaming Resources

Capture Manager

HR, Financial, Competitive Legal Solution Team Analyst

Solution Manager

Gate A Gate A Review Review

Gate B Gate B Review Review

Gate C Gate C Review Review

White White Papers Papers

Gate D Gate D Review Review

Win Win Strategy Strategy Solutions Solutions

Gate E Gate E Review Review CONOPS CONOPS

Gate F Gate F Review Review Final Final Proposal Proposal

Lessons Lessons Learned Learned Win/Loss Win/Loss Analysis Analysis

Customer Customer Mission Mission

Milestone Milestone Schedule Schedule

Integrated Information Environment


Capture Capture Plan Plan Teaming Teaming Agreements Agreements Proposal Proposal Plan Plan

Oral Oral Presentations Presentations

Relationship Competitors Relationship Competitors Plans Plans

Metrics Metrics

Propose
Government Contract Capture/Proposal Process -1 0 1 2 3 4 5
Target Identification Opportunity Validation Positioning

Win Strategy Development Concept of Operations Bid/Proposal Development Post-Submittal

Templates Content Development Document Control Workflow Management Compliance Quality

Proposal Manager

Proposal Team

Finance, HR, Legal

Solution Manager

Solution Team

Gate A Gate A Review Review

Gate B Gate B Review Review

Gate C Gate C Review Review

White White Papers Papers

Gate D Gate D Review Review

Win Win Strategy Strategy Solutions Solutions

Gate E Gate E Review Review CONOPS CONOPS

Gate F Gate F Review Review Final Final Proposal Proposal

Lessons Lessons Learned Learned Win/Loss Win/Loss Analysis Analysis

Customer Customer Mission Mission

Milestone Milestone Schedule Schedule

Integrated Information Environment


Capture Capture Plan Plan Teaming Teaming Agreements Agreements Proposal Proposal Plan Plan

Oral Oral Presentations Presentations

Relationship Competitors Relationship Competitors Plans Plans

Metrics Metrics

Manage
Government Contract Capture/Proposal Process -1 0 1 2 3 4 5
Target Identification Opportunity Validation Positioning

Win Strategy Development Program/ Concept of Operations Bid/Proposal Development Post-Submittal

Pipeline Management Win Probability Forecasting Resource Utilization

Gate A Gate A Review Review

Gate B Gate B Review Review

Gate C Gate C Review Review

White White Papers Papers

Gate D Gate D Review Review

Win Win Strategy Strategy Solutions Solutions

Gate E Gate E Review Review CONOPS CONOPS

Gate F Gate F Review Review Final Final Proposal Proposal

Lessons Lessons Learned Learned Win/Loss Win/Loss Analysis Analysis

Customer Customer Mission Mission

Milestone Milestone Schedule Schedule

Integrated Information Environment


Capture Capture Plan Plan Teaming Teaming Agreements Agreements Proposal Proposal Plan Plan

Oral Oral Presentations Presentations

Relationship Competitors Relationship Competitors Plans Plans

Metrics Metrics

Evaluation Criteria
Identify Sales Process Qualify Propose Deliver

Evaluating Proposal Tools

Gate A Gate A Review Review

Gate B Gate B Review Review

Gate C Gate C Review Review

White White Papers Papers

Gate D Gate D Review Review

Win Win Strategy Strategy Solutions Solutions

Gate E Gate E Review Review CONOPS CONOPS

Gate F Gate F Review Review Final Final Proposal Proposal

Lessons Lessons Learned Learned Win/Loss Win/Loss Analysis Analysis

Customer Customer Mission Mission

Milestone Milestone Schedule Schedule

Integrated Information Environment


Capture Capture Plan Plan Teaming Teaming Agreements Agreements Proposal Proposal Plan Plan

Oral Oral Presentations Presentations

Relationship Competitors Relationship Competitors Plans Plans

Metrics Metrics

Evaluating Alternatives
Features for all functional areas marketing, sales, capture, proposal development, delivery Integrates content with workflow Provides broad management visibility into process

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