How to create a goal-driven proposal process, instead of having a bunch of steps that no one follows anyway

Most proposal processes, whether they realize it or not, are about the flow of information. You could create a proposal process just by looking at how information needs to be discovered, transformed, and handed off from one person or step to the next. It works even better if you start at the end, with a winning proposal, and work backwards to define the flow of information needed to arrive at it. But it can get pretty complicated, especially when you take the enormous amount of flexibility required into account. Most proposal processes break from the first curveball the customer throws at you. 

You should keep the number of goals small. You want them to be memorable. You want people to know their goals without having to look them up. Here are some of the issues we are addressing with a set of goals that we are building the entire MustWin Process around:

1. How do we get the information we need to win the proposal from the pre-RFP pursuit? 
2. How do we get an offer design early enough to factor it into proposal planning and keep people from engineering by writing about it? 
3. How do we get people to actually plan before they write?
4. How do we get people to write the proposal correctly on the first draft?
5. How do we achieve consistently effective reviews that actually result in a quality proposal?
6. How do we complete the proposal without it being a train-wreck?

It turns out these are all solvable problems. But when you rely on a process that is either poorly conceived or too complicated to survive implementation, they will seem impossible to solve.

So turn each of them into a goal. If you articulate your goals well, when people do the things necessary to achieve the goals, the problems will not even arise. This is the best way to achieve quality. Instead of fixing your problems, prevent them from even occurring.

Those of you are who inclined to build your own solutions can use this as a roadmap for achieving a goal-driven process. Those who want a solution now, might consider becoming a PropLIBRARY Subscriber and using the solution we’ve already built.