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Most proposals start off with outlines, compliance matrices, and kick-off meetings. If they’re smart, they plan the content before they start writing. Then they get writing. When they have a draft, they hold a review, usually called a Red Team. Then they do some more writing and editing, before going into final production and submission. They’d be better off if instead of starting by planning the content, they started by planning the review. Only it’s not the logistics of the review th

In business development, thought leadership is really about trust. That is why thought leadership is best demonstrated, and why simply claiming it can backfire. Thought leadership is about who you trust to guide you through the issues and find solutions. If you want to be a “thought leader,” you should: Show insight that helps your customers achieve their goals in ways they may not have thought of on their own Demonstrate customer service before the project even starts Do you

There are only three ways to win a proposal. All the strategies and techniques you can think of fit into these three. The three are fundamentally different. Understanding that gives you an advantage when it comes to figuring out the winning strategy. Most companies just muddle through, with strategies based on any one of them at any given moment. This gives you an opportunity to gain a competitive advantage by understanding the implications of how they apply to you. If you understand which

There is a clear line. If your company crosses it before it has institutionalized a winning business development process and culture, it may never be able to recover. Most businesses drive right off the cliff because they are more concerned with keeping the car going than where they are steering. The problem starts when companies are in their startup mode. Everyone is wearing multiple hats and figuring out things as they do them. They don’t have the capacity do something extra like formaliz

If you think that filling your pipeline should start by identifying leads, you’re wrong. Filling your pipeline starts by identifying where leads come from. If you start with leads, then you start after the customer knows what they want and has probably already written the RFP. If you start with where leads come from, then you have a chance to help the customer figure out what they should want and can even help them write the RFP. Figuring out where leads come from isn’t even the first step.

Process implementation is only one part of one component of everything that goes into enabling an organization to maximize its win rate. The chart above provides an architecture that can help you put the proposal process into context. This architecture matches the environment proposals operate in better then by grouping things by organizational boundaries like business development, capture, and proposal management. The issues shown in the chart have as much impact on your success as how you

1. Strategic Leadership My favorite way to distinguish leaders from managers is that leaders determine what the goals should be and managers work to find the best way to achieve the goals. If you need someone to improve something, you need a manager. If you need someone to reinvent something, you need a leader. One is not better than the other. Both are needed for a successful organization. But to win proposals you need to differentiate. You can’t be the best unless you are different. Y

If you write your proposal by simply following the RFP, you will not only create an uncompetitive proposal, you will create a proposal that is boring. It will be boring to the customer, boring to your reviewers, and boring to write. I have reviewed a lot of boring proposals. Boring proposals are often a result of people overly focusing on RFP-compliance and not on being extraordinary. Compliance is good. But not good enough to win. The key to winning is in how you turn compliant prop

Some companies do too much teaming, and some do too little. What’s usually missing in both cases is the right teaming strategy. Some companies team on every bid. When it becomes routine, there’s a good chance they’re giving away up to half their revenue. Their best growth strategy might not require any new leads. All they may need to do is less teaming. Seriously — I’ve seen companies struggling for year-over-year growth double their goals simply by doing less teaming. But some compani

Your high-volume proposal issues are not the same as everyone else’s issues. And a generic proposal template can do more harm than good. So what should you do? Start by understanding who you are and the nature of the problem. Is what you offer: A commodity that the customer can get from any supplier? Determined by the customer and you’re just supplying the labor? Customization on top of what would otherwise be a commodity? A proprietary product? A unique so

The number of people who get involved in preparing a proposal, even a small proposal, adds up quickly. While a large number of people will touch the proposal, fewer people will have significant assignments related to the proposal. Proposal efforts are often divided into a “Core Team” of primary staff at the heart of the effort, who are supported by all the others. Start with one Business Development Manager and one Capture Manager You need a Business Devel

Almost everything I learned about proposal writing early in my career turned out to be wrong. My success with proposal process and techniques started when I grew confident enough to abandon what I had been taught. But what has really advanced my career has been the subjects I learned about while writing proposals. If I had known about them at the start, my early proposals would have been much better. Here are six subjects that I learned about and how they impact the way I do proposals. As t

When you can’t get the details to write what you want, you can still talk about things that are related in your proposal, and do it without any input. The following approaches are examples of how to do proposals, The Wrong Way. They are strategies for dealing with adverse circumstances where the best practices don’t apply.  Use them inappropriately and they can cause you to lose. But if you have no choice and will otherwise be unable to submit anything, they can potentially save the day. Or

The way most companies go after new business is not based on what it will take to win. It’s based on the people they have. Even if they are good people working hard, we all have gaps in our expertise and experience. The way this plays out is that you’ll see companies where the proposal manager is really a production manager, the business development function treats the proposal as a simple hand-off, or where one person “does the proposals.” People tend to distribute the work based on their capab

From some of the BD databases I've seen, they go for around 10-20% of what you could hire a person for. But that's a single user. If you get a multiuser subscription, it could be a lot closer to the cost of hiring someone. With enough users, you'll exceed it. So what should you do, focus on hiring business development staff or purchase a database? A person and a database will always be better than either a person or a database alone, so it's no fun discussing which of those is better. But i

People often obsess over the wrong details on a proposal We recommend an approach based on Maslow’s Hierarchy of Needs. If you put effort into a level you haven’t reach yet, you may be taking resources away from a level that has a bigger impact on whether you win or lose. First, make sure you are compliant with the RFP’s requirements.  This gets you in the game. Then optimize your proposal against the evaluation criteria to maximize your score.  This g

The way most companies do it Most companies have one proposal review, which is often worse than having none. Some have more than one, but still base them on milestones making them more progress reviews than quality reviews. This is especially true since almost no one actually defines proposal quality. The result is that quality is not quantified and they commit the worst sin in proposal development. The way everyone aspires to do it Everyone loves the idea of reviewing and scoring th

Compliance Matrix Quality A compliance matrix should be fully validated prior to writing the proposal based on it. Changes in the outline or allocation of RFP requirements to the proposal after writing starts can be very disruptive. Reviewing a compliance matrix can take as long as it did to create the compliance matrix in the first place. Nonetheless, ensuring the compliance matrix is accurate is absolutely vital to proposal success. The following is intended to be used as

Proposal Outline Quality The proposal outline should be fully validated prior to writing the proposal based on it. Changes in the proposal outline after writing starts can be very disruptive and should be avoided by thoroughly reviewing the proposal outline. The following is intended to be used as a checklist both by the author of the proposal outline and by any subsequent reviewers to ensure that the outline is correct.    Is the outline organized according

This is an article for people who are not writers and don’t know what words to use when they write a proposal. They may know how to do the work and what to offer, but they often go blank when it comes to how to say that in words on paper. Ok, here it goes… Don’t describe. Just explain.  What does that mean? When you describe, you tell the customer the details about your approach, offering, or qualifications. But when you explain your approach, offering, or qualification, it shifts