ph conquer federal business 101
Post on 11-Feb-2017
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Introduction• 20 years proposal industry
experience in Federal, State, Local and Commercial industries
• Worked in US, Asia-Pacific, and Middle East
• Career spans from proposal writing and managing to business development to actually managing projects
• B&P and P&L responsibility laid the foundation for our company process
Business Philosophy: Every proposal has a ‘business impact’ – it’s not just a documentation exercise
Reena BhatiaFounder & Advisor
ProposalHelper
INSIGHT INTOBUSINESS
DEVELOPMENT
BD and Proposals – the Relationship
What does Business Development have to do with winning Proposals?
EVERYTHINGWinning proposals stem from
winning BD and Capture effortsone cannot exist without the other
Winning business goes beyond writing just a strong proposal
To bid or not to bid?and why?
• Be informed • Be realistic• Be aggressive
Leadership drives attitude – make us believe in your decision
Business decisions to pursue an opportunity go
beyond ‘gut feeling’
Should we Bid?
Should we pass?
Most importantlyArticulate clearly WHY you want this
business – not why you want to write the proposal.
Can you afford not to bid?Being realistic does not mean be a
pessimist
Step outside your comfort zone
Augment your capabilities through teaming
If you want to sustain and growyou cannot afford not to bid anymore
Be able to deliver – there is a first time for everything
Evaluating the PipelineIf you do business with the Government
(Federal, State, or Local), you should have a pipeline of potential
opportunities.
Do you?Most Government agencies publish their strategic acquisition plans (5-
year plans) – its not a secret! Don’t JUST wait for an RFP – be proactive and target new and
recompetes early
Build a Solid but Realistic Pipeline
• You look at many but be realistic about your capabilities (whether priming or subbing)
• Go through the capture drill – meet the client, meet the incumbent, meet your competition, meet your partners.
• Make an early decision whether to go solo or team! (save yourself time and hassle of unnecessary teaming if you can pull it off alone)
• Be realistic about your capabilities (oh! Did I already say that – well, yes!)
• Be realistic about your resources (can you really have 4 major bids going on and still do real business?)
Window shopping – you are just looking
Aaaa! I like this and this and this
(I am downsizing, let me leave the rest – limited quals to justify pursuit)
Well, I really don’t need so many – do I? I can only fit
so many*Reality Time – limited
resources*
These are the only ones I can truly
afford!
Prioritizing does not mean giving up a bid
So you have your pipeline – now
what?
FOCUS ON WRITINGWINNING PROPOSALS
Scene 1: The Lampoon• The Business Developers/Sales people have
done their job– Found the leads– Qualified them– Prepared a healthy pipeline
Where are they now? Hopefully in front of a customer and not here!
Scene 2: The LampoonC-Level executives expect too much from
sales and BD – get the leads, qualify them, write the proposal and…
oh! Don’t forget lunch with CIO of Acme Agency and dinner with the large company
whose team we really need to get on!
Sales and BD are jet setting around the globe hunting for leads. They need to hand off the
deal to…to....to...whom?
…A WINNING PROPOSAL TEAM
Hand the lead off to a capable and fully-staffed - Proposal Team
(not person)
• Don’t expect one person to do it all• Do expect a single responsible person to
pull it all together• Maintain open, honest, and continuous
communication at all times
Risks of Using an Individual Proposal Consultant
Data Calls - send, receive, review
Proposal Schedule – prepare and track
Prepare Proposal Outlines
Writing Graphics
Organize and Conduct Reviews
Track Amendment Changes
Make writing assignments
Prepare for kickoff
EditingPrintingThe work is all the same – can one person keep up?
STOP, STOP, STOPWE SAID…
WINNING TEAMNot one person doing it
all
ProposalHelper – your Winning Team
Whether you use us or another company – research their process well• Do they hire consultants?• Do they have repeatable
processes?• Does a single person do
everything or do they have a support team?
• Can your bid survive without the single POC?
Minimize your business risk – build a long term relationship
Don’t Trivialize the Proposal
• It may seem simple but is it? Sometimes yes, but get a second opinion
• You invest months marketing, building relationships, finding the right partners, making a case to bid – put it to action
• Have professionals who know how to manage the process and take you to the finish line
• Proposal professionals are multi-taskers – we shred the RFP, guide the team to build a winning proposal, and are an integral part of your winning team!
Before and After You Super Size
• Whether its your own team or you outsource – know (truly know) WHY you are bidding
• Now convey that message and enthusiasm to your bid team – subcontractors, sales and BD, capture, proposal, office support staff
• Most importantly – maintain high enthusiasm throughout the process
• It gets tough, it gets in the way, it may feel like a mountain to climb – remind yourself why you started the process in the first place!
Its not about a proposal – its your business growth!
Proposal Process – Project Plan
• The proposal process is much like a real project
• Start with a Project Plan (Proposal Plan)• Decide who is doing what, when, to
whom• What resources are needed, where are
they?• What do we need to win this deal – bring
sales/BD and capture under one roof!Create a plan and stick to it! Don’t hesitate
now.
Know Your Customer (KYC) – Know yourself even better!
• Read the RFP• Understand the requirements• Reassess if this is still something
you want to pursue and have the capability to win
• Shred the RFP – look at the requirements, proposal instructions, evaluation criteria, terms/conditions
Revisit your list of reasons for bid – do they still stand?
ProposalHelper – why we are different?
• Dedicated resources to handle proposals – winning business is NOT a one-person show
• Dedicate a single point of contact to communicate with you but have a host of resources backing up our PrC
• From data collection, writing, graphics, to desktop publishing and printing – there is a LOT that goes into proposals – we handle every aspectThe first company to fix price proposal
support!
Sample Proposal Plan (prepared by PH for Client)
Sample Proposal Plan (prepared by PH for internal accountability)
Multiple tasks go on internally that clients don’t have to worry about
PRICINGLet’s talk numbers!
Price Proposals• The biggest challenge for companies is
pricing – what to charge?• Price to win is mostly non-existent• If you know the competition, good resources
to check are competitor’s GSA schedule and other published pricing information
• Ultimately, price the lowest you are willing to live with – there may not be a second chance
Put your best price forward the first time – you may not have a second chance!
RECAP
A WINNING TEAM can do it for you!
Recap• Bid realistically• Network and build a strong team of
companies for total solution• Surround yourselves with proposal experts
– you have too much invested to take a chance
• In house or outsource – set scope and expectations
• Participate actively – there’s no magic pill here!
Reach out to BidSync and ProposalHelper – we are on your side!
Even superheros need help!
QUESTIONS
CONTACT US TODAY!13800 Coppermine Road, Suite 114
Herndon, VA 20171WWW.PROPOSALHELPER.COM
CALL 571-535-4707EMAIL:
CUSTOMERSUPPORT@PROPOSALHELPER.COM
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