MAHA Global and IPR: Do Actions Speak Louder Than Words?
Spring cm bd institute webinar 0511 final
1. Improve Win Rates and Capture
Ratios
“Benchmarks in World-Class Proposal Writing Capability”
® Capability Maturity Model, CMM, and CMMI are registered in the U.S Patent and Trademark Office by Carnegie Mellon University
3. Agenda
Overview of Benchmark Study
Best Practices in Use of Automation
Implied Criteria for Selecting an
Automation Solution
Summary and Questions
Entire research report available for
purchase at www.bd-institute.org
4. Motivations for the Study
Validate the state-of-the-art in
proposal writing capability
Improve the efficiency and
effectiveness across all types of
proposal writing activities
Establish an end-state for world
class proposal writing capability
Share results industry-wide
Study sponsored by:
BAE Systems Electronics and Integrated Solutions
Nashua, NH
8. Summary of Benchmarks
182 best practices benchmarked across five areas
Proposal Steps, 51
Proposal Automation, 35
Organizational Constructs, 24
Training, 22
Other Factors, 50
32 companies screened, 23 studied
9. Top-10 Benchmark Practices
1. BD process guides
- Seen as essential for predictable results
2. Proposal plans
- Substantiated as way to optimize B&P expenditures
3. Storyboards in pre-proposal planning
- Found to ensure that strategies and themes are effectively
communicated and used
4. Collaborative environments
- Determined that success depends on commitment to tool and how it is
managed within the process
5. Active strategies for knowledge management
- Viewed as best way to maximize value of intellectual
property and give teams a head start
10. Top-10 Benchmark Practices
6. Professional writers
- Seen as best way to ensure that winning messages are effectively
communicated
7. Corporate branding
- Found to be relevant in substantiating value of customer offering
8. Appropriate and timely staffing
- Linked to team efficiency and success
9. Facilities aligned with process
- Determined that effective virtual environment for BD is dependent on
broader Corporate commitment to virtual work environment
10. Coherent training strategy
- Validated that “best” training is multi-layered and aligned with process
roles
11. Agenda
Overview of Benchmark Study
Best Practices in Use of Automation
Implied Criteria for Selecting an
Automation Solution
Summary and Questions
12. Collaborative Environments
A variety of significant tools used for collaboration
on bid responses
Successful execution was not specific to the
technology or brand used
Highly dependent on how organizations
institutionalized the tool
Use of secondary tools that integrate well
13. Knowledge Management Systems
Range from repositories of past bid responses to
actively managed content libraries
Degree of sophistication selected based on the
anticipated need for content reuse
Use of a knowledge management staff that
provides a competitive advantage
Large organizations – dedicated content management team that
comprises 5 percent to 15 percent of the proposal staff
Small organizations –part-time responsibility assigned and
supported
14. Data and Art Repositories
Searchable repository for artwork as a key part of an overall
knowledge reuse strategy
“Action captions” associated with artwork either as part of the
individual file or, better still, in a separate, associated entry
Unique tracking number associated with each graphic
Branding and image reinforced with graphic repositories
maintained by corporate media groups
Consistency, quality and conformance to corporate media
guidelines ensured by graphics style guide
Symbol library of often-used graphic elements maintained for
incorporation into actual graphics
15. Document Layout and Assembly
Ease of real-time production of drafts and review
copies at any stage identified as significant
advantage
Document layout and assembly facilitated through
version control and configuration management
Formal configuration management techniques for
proposals
Process incorporated into automation strategy and tools
16. Agenda
Overview of Benchmark Study
Best Practices in Use of Automation
Implied Criteria for Selecting an
Automation Solution
Summary and Questions
17. Key Automation Criteria
Ease of use
Security and access control for employees, competitive divisions,
subcontractors, and partners
Appropriate support for subcontractors and partner access essential
Version control and retention
Integration with a knowledge management systems
Process Management
Record responsibilities
Track status of response elements and milestones
Distribute notifications
Manage intervention
Distribute team information
Track action items
Support workflows
18. Key Automation Criteria (cont’d)
Enhanced communications for the response team
Contact lists, messaging, etc.
Availability of project specific reference library
Ability to support storyboards and structured writing
templates
Collaborative spaces for project teams, review teams,
and various SME teams
Repository for necessary tools and templates
Ability to easily generate real time copies for
management and color teams reviews
19. Agenda
Overview of Benchmark Study
Best Practices in Use of Automation
Implied Criteria for Selecting an
Automation Solution
Summary and Questions
20. How to Use the Results
Understand the current state of proposal writing
capabilities
Compare internal operation with “ideal state”
benchmarks
Class “B” BD-CMM Appraisal
Identify alignment and gaps
Develop appropriate action plans
Commitment to improvement
Invest and train as appropriate
Align metrics
24. Privia Customers
Privia® is used by over 10,000 business capture and proposal development
professionals and executives in the government contracting market.
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26. Contact Information
Business Development Institute International
Howard Nutt, Executive Director
hwnutt@bd-institute.org
+1-602-502-5100
Business Development Institute International
www.bd-institute.org
“Benchmarks in World Class Proposal Writing Capability” orders
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4284-90c8-e8fa0e1dc76e
• Privia by SpringCM
www.springcm.com
Email: sales@springcm.com
Phone: +1-877-362-7273