1. PM Survival Guide to Proposal Management How My Program Management Skills Saved Me as a Proposal Manager Patricia Brosey, Lohfeld Consulting Group, Inc. Presented to PMI June 2, 2009

4. Very Similar Processes Copyright 2009 Lohfeld Consulting Group, Inc. All rights reserved. Project Management Processes Proposal Management Processes Project Integration Management – Identify, define, combine, unify and coordinate the various processes to be used on the project Select the appropriate proposal processes based on the RFP (full process, task order process), our role (subcontractors adopt prime’s process), proposal personnel (proposal maturity) Project Scope Management – Define the project – what needs to be accomplished. Ensure that the project includes all of the work required and only the work required to complete the project successfully First management gate review defines the proposal scope. Scope is refined and communicated during subsequent gate reviews. Project Time Management – Complete the project in a timely manner Proposal schedule must be managed; status presented at gate reviews. Use critical path identification and management Project Cost Management – Planning, estimating, budgeting and controlling costs to meet the approved budget Proposal cost must be managed; status presented at gate reviews. Difficult to manage given the short duration of a proposal Project Quality Management – Determine quality policies, objectives and responsibilities so that the project will satisfy the needs for which it was undertaken RFP states which standards apply and which metrics will measure compliance. Quality is planned into a proposal or project; not inspected in. Project Human Resources Management – Organize and manage the project team Operations provides the proposal staff. How do I get the best staff and use who I have as best as I can? Project Communications Management – Ensure timely and appropriate generation, collection, distribution, storage, retrieval and ultimate disposition of project info. Set up daily status calls, proposal repository, track side meetings, track important decisions in baseline solution document Project Risk Management – Risk management, planning, identify, analysis, responses, and monitoring and control on a project Must assess and mitigate risk throughout process; status presented at gate reviews. Project Procurement Management – Purchase and acquire the products, services or results from outside the project team to perform the work Purchase and acquire the products, services or results. Team to fill a gap; perform ‘make or buy’ analysis; procure COTS

11. Questions? Copyright 2009 Lohfeld Consulting Group, Inc. All rights reserved.