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APMP Foundation: Managing Time, Cost and Quality

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Sixth module in the Bid to Win APMP Foundation Accreditation preparation programme. …

Sixth module in the Bid to Win APMP Foundation Accreditation preparation programme.

Covers the syllabus topics:
- Daily Team Management
- Storyboard Revie Management
- Final Document Review Management
- Production Management

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  • 1. APMP® Accreditation Programme Managing Time, Cost and Quality: Daily Team Management, Review Management, Production Management Managing Time, Cost and Quality© APMP 2005 and Bid to Win Ltd 2010 Version: 0v9
  • 2. Managing Time, Cost and QualityChoosing the right opportunities Establishing Developing Requirements StrategyPlanning the Proposal Communicating your Managing Time,Phase Plan Cost and Quality Learning from Experience 2
  • 3. AgendaDaily Team ManagementStoryboard Review ManagementFinal Document Review ManagementProduction Management
  • 4. Daily Team Management • Review • Set the • Keep Schedule rules at the progress • Progress Kick-off meetings Controls Meeting short Schedule Apply your Focus on • Quality Project deliverable standards Controls status Share Track status status daily visually • If things slip • Checklist don’t panic Managing Time, Cost and Quality • Burn down • Pick up the chart ‘phone
  • 5. Management Tools: Daily Stand Up Meeting Proposal Management Plan Daily Management ToolsProposal Responsibility Matrix Storyboards
  • 6. Management Tools: Daily Stand Up Meeting Proposal Management Plan Daily Management ToolsProposal Responsibility Matrix Storyboards
  • 7. Management Tools: Daily Stand Up Meeting Proposal Management Plan Daily Management ToolsProposal Responsibility Matrix Storyboards
  • 8. Management Tools: Daily Stand Up Meeting Proposal Management Plan Daily Management ToolsProposal Responsibility Matrix Storyboards
  • 9. Management Tools: Daily Stand Up Meeting Proposal Management Plan Daily Management ToolsProposal Responsibility Matrix Storyboards
  • 10. Storyboard Review ManagementUnderstand the benefits of storyboard reviewsUnderstand how to manage storyboard reviewsEnsure that storyboards are amendedTake part in reviewsOrganise storyboard reviews Managing Time, Cost and Quality 1Syllabus Requirement
  • 11. Managing Storyboard ReviewsManaged by the Proposal ManagerSelect appropriate reviewersBrief all Reviewers• Customer• Competition• Opportunity• Proposed SolutionEncourage questions/interaction between reviewers andauthors
  • 12. Selecting Reviewers:There are two types of Reviewer Subject • Commercial Matter • Quality • Technical, etc. Experts • appropriate to the size of the Senior opportunity • involved in the opportunityManagers • involved in the business unit
  • 13. The Benefits of Storyboard ReviewsProvide an early and independent Assist the proposal writers by assessment of the effectiveness improving the potential content of the proposal messages of the proposal across the proposal (Horizontal) Help determine thedegree of consistency of messages within proposal sections (Vertical) 13
  • 14. Taking Part in a ReviewAdd value: Consolidate• when suggesting Authors must changes suggested changes remain open-• indicate what needs from different minded to changing and reviewers before improvements• how it should be the review finishes changed
  • 15. Amending StoryboardsIncorporate comments fromreview before beginning towrite Keep original storyboards to allow version control and to allow “looking back” to trace strategy changes 1
  • 16. The Red Team (Final Document) ReviewIs your final draft really customer ready?
  • 17. Learning objectives for Final Document Review Management How to organise a final document review How to identify and recruit appropriate reviewers Managing Time, Cost and Quality 1Syllabus Requirement
  • 18. Organising a Final Document ReviewSelect reviewers to mirror the customerevaluation structure• Include an expert on the customer The Final• invite them to the proposal kick-off meeting Document and• the Proposal Strategy/Storyboard Review Review isAppoint a single person to lead and organised bymanage the review the Proposal• Provide a copy of the customer’s proposal request to the reviewers Manager• Conduct the review based on the proposal request, using a structured process 1
  • 19. Identifying & Recruiting Appropriate Reviewers Remember the two types of Reviewer Subject • Commercial Matter • Quality • Technical, etc. Experts • appropriate to the size of the Senior opportunity • involved in the opportunity Managers • involved in the business unit
  • 20. Production Management should be able to manage proposal production. should be able to understand best practice when creating document styles, format and visuals Managing Time, Cost and QualitySyllabus Requirement
  • 21. Managing Proposal ProductionKey elements to manage• Staffing roles and responsibilities• Facilities required Production• Support required – outside of Management the team Plan• Procedures to be followed• Production tools – computers, printers etc.• Preparation aids – storyboards, boilerplate etc.
  • 22. Make a ‘style sheet’: Page Design & Layout Use Sans Serif fonts for headings and graphics labels Use Serif fonts for body text Limit text line length to 40 - 60 characters Use 10-12 point font Use white space – the best emphasis device Print double-sided (over 20 pages)
  • 23. If production is remote then INCREASE quality checks and production time budget
  • 24. Some electronic submission ground rules:Follow the prospect’s instructionsUse Adobe Acrobat wherever Submit on CD-ROM when security isallowed an issue Learn and test all systems early inCheck and re-check for viruses the processUse forced page breaks to control Provide at least one (1) hard copy ifpagination allowedUse graphics with adequate Consider landscape format if theresolution document is to be viewed on screen
  • 25. Quick Quiz:Which of the following is NOT a tool of Daily TeamManagement?a) Storyboardsb) Proposal Management Planc) Business Cased) Stand up meeting
  • 26. How did you do?Correct Answer: c) Business Case• The business case is important and we refer to it frequently, especially in qualification reviews but for daily team management we are focused on progress and qualityHere are some of the tools we would use:
  • 27. Summary:How to manage daily progressManaging storyboard reviewsManaging final document reviewsControlling production
  • 28. Where have we go to? Choosing the right Establishing Requirements Developing Strategy opportunitiesPlanning the Proposal Managing Time, Communicating your Plan Phase Cost and Quality Learning from Experience 30
  • 29. What next?• Complete Sample Half Hour Paper 2• Read the topics Resumes and Relevant Experience / Past Performance Learning from Experience Lessons Learned Analysis Foundation Examination Approach The Foundation Exam Self Study / Revision / Preparation• Complete the module Learning from Experience

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