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© Bid Dynamics bid-dynamics.co.uk
Improving your bidding activity
            You want...
                 everyone involved in your bids to understand what‟s needed for successful proposal delivery
                 everyone involved in your bids to be effective (and motivated) contributors
                 everyone involved in your bids to be catalysts for change, improvement and best practice.

            Essence of Bidding services and training workshops from Bid Dynamics....
                 set the ground rules for quality proposal development and bid management
                 explain the tasks and activities required to put together compelling proposals and client
                  presentations.
                 position the importance of bidding in your sales and market strategy
                 help you develop the highest quality proposal responses.

                                                                                Improving
                                                                                  quality



                                                                       Improving            Your role
                                                                        skill and               in
                                                                       knowledge            delivering
                                                                         levels              change


© Bid Dynamics bid-dynamics.co.uk
The different aspects of your bidding strategy




© Bid Dynamics bid-dynamics.co.uk
Where we help:
        the Bid Dynamics training and support menu

                                    Deal or no deal         Your bidding
                                      Qualifying the
                                       opportunity            strategy


                                                          Selling the deal
                                    Storyboarding
                                                             in writing
                                       the bid
                                    Planning content        Documents/
                                                             presentations

                                                The aftermath
                                               Review, learn, retai
                                                 n, build for the
                                                     future
© Bid Dynamics bid-dynamics.co.uk
Deal or no deal –
       qualifying your sales opportunities
               Qualification        Respond to the right bids, the winnable bids, the tactical bids,
                                    the positioning bids, the strategic bids – how to decide which
                                    one is which and what it means for you to bid or no-bid it.
               Reading the ITT      How to assess and understand tender documents – what is
                                    really being asked for, what is really important, the clues your
                                    client/prospect is giving in the RFP/ITT
               Risk                 How to assess commercial risk – from the wider
                                    landscape/corporate risk through to bid risk/project risk
               Commercial           How to assess terms and conditions and legal/ regulatory
                                    implications – what to look for, what to seek advice on to
                                    make sure you and your business are covered
               Competition          Techniques for identifying and assessing the competition
                                    including SWOT – what will they bid, can you meet/better it,
                                    how will you do that?
               Win themes and       Value proposition vs. sales proposition – what are the themes
               key messages         and messages that will succeed in this bid?
               The bid/no-bid       The bid/no-bid decision based on all the above;
               decision             understanding implications and next steps.



© Bid Dynamics bid-dynamics.co.uk
Your bidding strategy and bid contributors

                  Bid management        How is bidding delivered and managed?
                  in your company       Who leads it?
                                        Who contributes?
                                        What are the roles and responsibilities?
                                        What does „good‟ look like for bid management and
                                        delivery in your bidding context?
                                        Company, client, team expectations
                  Bid team formation    Depending on the size of each company, we explore
                  and roles             the stages in bid team formation and the skills,
                                        knowledge and experience needed to progress
                                        through to high-performing bid teams
                  Managing the          Dealing with conflicting requirements – people,
                  bid team dynamic      technical, business, sales, deliverability; understanding
                                        conflict in your bid team/contributors and making it
                                        work constructively for you.
                  Proposal production   Every deadline a panic? How‟s that working for you?!
                  in your company       We go „beyond the pizza run‟ and find a better way....




© Bid Dynamics bid-dynamics.co.uk
Storyboarding the bid – planning your response
              Planning and          Developing the response:
              storyboarding         how to identify what the client really needs, how to structure,
                                    develop and write a compelling and influential proposal using
                                    the most appropriate media (documents, presentations,
                                    portals).
              The win themes        Taking your win themes and key messages identified at the
                                    qualification stage, identify how to weave these through your
                                    response.
                                    What‟s going to win in each section?
                                    Targeting the client‟s primary concerns
                                    Competitor advantages/disadvantages
                                    Where you will put the emphasis throughout your response
              The media             Outlining the structure and approach for each required
                                    delivery type – written proposal document, client
                                    presentations, online portals
              The look              Style and layout to reflect your company branding;
                                    document and presentation layouts/templates
              Supporting            Case studies, reference sites, testimonials – what can help
              evidence              you sell in this deal?




© Bid Dynamics bid-dynamics.co.uk
Sell the deal in writing – outputs for your client

              Compiling brilliant       Including the EFFECTIVE use of good-quality previous
              content                   content – “here‟s one I prepared earlier” – the dangers and
                                        the benefits
              Writing styles            Appropriate style and language for this particular deal;
                                        Talking your client‟s language;
                                        Engaging with the client through your writing;
                                        clear articulation of win themes
              Words to watch            Traps for the unwary – “ensure/guarantee” – the implications
                                        of certain words and phrases in bid situations
              The management            Devising the management summary that will sell best for
              summary                   you, telling the story of your value proposition in a compelling
                                        style, leading your client to the only conclusion you want
                                        them to come to!
              Effective proof-          Who, how, when – and how to use the feedback for longer-
              reading and editing       term improvement
              Make your response        Techniques including signposting, way-finding, highlighting
              easy for your client to   the client‟s problem areas and why they should buy from you
              approve                   for this deal



© Bid Dynamics bid-dynamics.co.uk
The aftermath – review and learn


                    What happened      What went well? What didn‟t? Why?
                    and why?           How do you track and monitor your bidding
                                       outcomes and the overall experience?
                    What can we        How do you create best practice from your best
                    learn?             bids?
                                       What do you “keep/stop/start”?
                                       Identifying development, process and service
                                       needs using client feedback
                                       What can you learn from your competitors‟ web
                                       sites and marketing collateral to improve your
                                       bids?
                    What can we        How do you retain and store the best information
                    build on and       for future bids: repositories, intranet portals,
                    how do we do it?




© Bid Dynamics bid-dynamics.co.uk
Helping you derive best value from our services
                               Assess proposal            Identify              Design and                         Review
          Service                                                                                      Deliver/
                                 quality and          skills/process            customise                          Support
        positioning                                                                                   implement
                                   impact                   gaps              improvements                         Mentor



           Enhance – improve – coach – mentor
           Improving your bidding capability and client proposal outputs for the long term means more than        Apply improvement
           a tick-in-the-box “Training and support delivered – back to business as usual”.                        actions, training and
           To derive best value from our service, select and combine any of the following:                          coaching to live
                                                                                                                  bids, with mentoring
           Direct support to bid managers and bid teams – this can include mentoring, coaching,                      and support as
           shadowing bid managers and sales managers and preparing/rehearsing presentation teams as                      needed
           they plan, lead, contribute to or write their next bid, with individual progress reviews at the end    Review application of
           of the bid.                                                                                            new and enhanced
           Direct support to bids and presentations: direct support on site or remotely for proposal and           skills and services
           presentation planning, development and delivery covering ITT assessment, bid strategy,                 Assess in context of
           writing/editing proposals and presentations, storyboarding, proof-reading and reviews.                  subsequent bids:
                                                                                                                   development and
           Identifying and developing best practice proposal materials. This will include helping you                output quality
           develop on-line information repositories and associated update and maintenance procedures to
           make sure you retain and optimise best practice materials.
           Regular progress reviews to assess impact of improvement activities, assess win rates, client
           feedback and all aspects of your bidding.


               Ad-hoc and pre-booked support on-site and remotely
             Specialist Hotline and out-of-hours service for 24x7 support

© Bid Dynamics bid-dynamics.co.uk
Benefits of working with us

               Our workshops, training and services...
                help all bid contributors to understand and address your internal and client-
                 facing requirements, responsibilities and opportunities
                examine the sales team contribution, impact and influence on bidding and
                 bid teams
                help everyone to remember the client throughout
                help everyone to understand their individual role in influencing the success
                 of the bid and the wider sales/client relationship
                identify the best practice activities and materials from across your business
                deliver high-quality proposal content from all the bids we work on

                                    All in the context of industry acknowledged best practice
                                              and a focus on continuous improvement.




© Bid Dynamics bid-dynamics.co.uk
Benefits of working with us
                    Our people...
                     have worked in, contributed to, managed, led, trained, coached, mentored
                      and improved every type of bid and sales team in private sector and public
                      sector organisations
                     have designed and delivered proposal centres, bid processes, bid
                      knowledge-bases and portals and the highest-quality proposal support and
                      enhancement services in companies of all sizes for over 20 years
                     understand every aspect and requirement of the bidding environment
                     emphasise skills transfer, making sure best practice knowledge and
                      expertise are embedded into your processes, your services and throughout
                      your business.

                                    All in the context of industry acknowledged best practice
                                              and a focus on continuous improvement.




© Bid Dynamics bid-dynamics.co.uk
© Bid Dynamics bid-dynamics.co.uk

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Bid dynamics 2012

  • 1. © Bid Dynamics bid-dynamics.co.uk
  • 2. Improving your bidding activity You want...  everyone involved in your bids to understand what‟s needed for successful proposal delivery  everyone involved in your bids to be effective (and motivated) contributors  everyone involved in your bids to be catalysts for change, improvement and best practice. Essence of Bidding services and training workshops from Bid Dynamics....  set the ground rules for quality proposal development and bid management  explain the tasks and activities required to put together compelling proposals and client presentations.  position the importance of bidding in your sales and market strategy  help you develop the highest quality proposal responses. Improving quality Improving Your role skill and in knowledge delivering levels change © Bid Dynamics bid-dynamics.co.uk
  • 3. The different aspects of your bidding strategy © Bid Dynamics bid-dynamics.co.uk
  • 4. Where we help: the Bid Dynamics training and support menu Deal or no deal Your bidding Qualifying the opportunity strategy Selling the deal Storyboarding in writing the bid Planning content Documents/ presentations The aftermath Review, learn, retai n, build for the future © Bid Dynamics bid-dynamics.co.uk
  • 5. Deal or no deal – qualifying your sales opportunities Qualification Respond to the right bids, the winnable bids, the tactical bids, the positioning bids, the strategic bids – how to decide which one is which and what it means for you to bid or no-bid it. Reading the ITT How to assess and understand tender documents – what is really being asked for, what is really important, the clues your client/prospect is giving in the RFP/ITT Risk How to assess commercial risk – from the wider landscape/corporate risk through to bid risk/project risk Commercial How to assess terms and conditions and legal/ regulatory implications – what to look for, what to seek advice on to make sure you and your business are covered Competition Techniques for identifying and assessing the competition including SWOT – what will they bid, can you meet/better it, how will you do that? Win themes and Value proposition vs. sales proposition – what are the themes key messages and messages that will succeed in this bid? The bid/no-bid The bid/no-bid decision based on all the above; decision understanding implications and next steps. © Bid Dynamics bid-dynamics.co.uk
  • 6. Your bidding strategy and bid contributors Bid management How is bidding delivered and managed? in your company Who leads it? Who contributes? What are the roles and responsibilities? What does „good‟ look like for bid management and delivery in your bidding context? Company, client, team expectations Bid team formation Depending on the size of each company, we explore and roles the stages in bid team formation and the skills, knowledge and experience needed to progress through to high-performing bid teams Managing the Dealing with conflicting requirements – people, bid team dynamic technical, business, sales, deliverability; understanding conflict in your bid team/contributors and making it work constructively for you. Proposal production Every deadline a panic? How‟s that working for you?! in your company We go „beyond the pizza run‟ and find a better way.... © Bid Dynamics bid-dynamics.co.uk
  • 7. Storyboarding the bid – planning your response Planning and Developing the response: storyboarding how to identify what the client really needs, how to structure, develop and write a compelling and influential proposal using the most appropriate media (documents, presentations, portals). The win themes Taking your win themes and key messages identified at the qualification stage, identify how to weave these through your response. What‟s going to win in each section? Targeting the client‟s primary concerns Competitor advantages/disadvantages Where you will put the emphasis throughout your response The media Outlining the structure and approach for each required delivery type – written proposal document, client presentations, online portals The look Style and layout to reflect your company branding; document and presentation layouts/templates Supporting Case studies, reference sites, testimonials – what can help evidence you sell in this deal? © Bid Dynamics bid-dynamics.co.uk
  • 8. Sell the deal in writing – outputs for your client Compiling brilliant Including the EFFECTIVE use of good-quality previous content content – “here‟s one I prepared earlier” – the dangers and the benefits Writing styles Appropriate style and language for this particular deal; Talking your client‟s language; Engaging with the client through your writing; clear articulation of win themes Words to watch Traps for the unwary – “ensure/guarantee” – the implications of certain words and phrases in bid situations The management Devising the management summary that will sell best for summary you, telling the story of your value proposition in a compelling style, leading your client to the only conclusion you want them to come to! Effective proof- Who, how, when – and how to use the feedback for longer- reading and editing term improvement Make your response Techniques including signposting, way-finding, highlighting easy for your client to the client‟s problem areas and why they should buy from you approve for this deal © Bid Dynamics bid-dynamics.co.uk
  • 9. The aftermath – review and learn What happened What went well? What didn‟t? Why? and why? How do you track and monitor your bidding outcomes and the overall experience? What can we How do you create best practice from your best learn? bids? What do you “keep/stop/start”? Identifying development, process and service needs using client feedback What can you learn from your competitors‟ web sites and marketing collateral to improve your bids? What can we How do you retain and store the best information build on and for future bids: repositories, intranet portals, how do we do it? © Bid Dynamics bid-dynamics.co.uk
  • 10. Helping you derive best value from our services Assess proposal Identify Design and Review Service Deliver/ quality and skills/process customise Support positioning implement impact gaps improvements Mentor Enhance – improve – coach – mentor Improving your bidding capability and client proposal outputs for the long term means more than Apply improvement a tick-in-the-box “Training and support delivered – back to business as usual”. actions, training and To derive best value from our service, select and combine any of the following: coaching to live bids, with mentoring Direct support to bid managers and bid teams – this can include mentoring, coaching, and support as shadowing bid managers and sales managers and preparing/rehearsing presentation teams as needed they plan, lead, contribute to or write their next bid, with individual progress reviews at the end Review application of of the bid. new and enhanced Direct support to bids and presentations: direct support on site or remotely for proposal and skills and services presentation planning, development and delivery covering ITT assessment, bid strategy, Assess in context of writing/editing proposals and presentations, storyboarding, proof-reading and reviews. subsequent bids: development and Identifying and developing best practice proposal materials. This will include helping you output quality develop on-line information repositories and associated update and maintenance procedures to make sure you retain and optimise best practice materials. Regular progress reviews to assess impact of improvement activities, assess win rates, client feedback and all aspects of your bidding. Ad-hoc and pre-booked support on-site and remotely Specialist Hotline and out-of-hours service for 24x7 support © Bid Dynamics bid-dynamics.co.uk
  • 11. Benefits of working with us Our workshops, training and services...  help all bid contributors to understand and address your internal and client- facing requirements, responsibilities and opportunities  examine the sales team contribution, impact and influence on bidding and bid teams  help everyone to remember the client throughout  help everyone to understand their individual role in influencing the success of the bid and the wider sales/client relationship  identify the best practice activities and materials from across your business  deliver high-quality proposal content from all the bids we work on All in the context of industry acknowledged best practice and a focus on continuous improvement. © Bid Dynamics bid-dynamics.co.uk
  • 12. Benefits of working with us Our people...  have worked in, contributed to, managed, led, trained, coached, mentored and improved every type of bid and sales team in private sector and public sector organisations  have designed and delivered proposal centres, bid processes, bid knowledge-bases and portals and the highest-quality proposal support and enhancement services in companies of all sizes for over 20 years  understand every aspect and requirement of the bidding environment  emphasise skills transfer, making sure best practice knowledge and expertise are embedded into your processes, your services and throughout your business. All in the context of industry acknowledged best practice and a focus on continuous improvement. © Bid Dynamics bid-dynamics.co.uk
  • 13. © Bid Dynamics bid-dynamics.co.uk