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

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 Quality
Choosing the right opportunities Establishing Developing
Requirements Strategy
Planning the Proposal Communicating your Managing Time,
Phase Plan Cost and Quality
Learning from Experience
2

3. Agenda
Daily Team Management
Storyboard Review Management
Final Document Review Management
Production 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
Tools
Proposal Responsibility Matrix Storyboards

6. Management Tools:
Daily Stand Up Meeting Proposal Management Plan
Daily Management
Tools
Proposal Responsibility Matrix Storyboards

7. Management Tools:
Daily Stand Up Meeting Proposal Management Plan
Daily Management
Tools
Proposal Responsibility Matrix Storyboards

8. Management Tools:
Daily Stand Up Meeting Proposal Management Plan
Daily Management
Tools
Proposal Responsibility Matrix Storyboards

9. Management Tools:
Daily Stand Up Meeting Proposal Management Plan
Daily Management
Tools
Proposal Responsibility Matrix Storyboards

10. Storyboard Review Management
Understand the benefits of storyboard reviews
Understand how to manage storyboard reviews
Ensure that storyboards are amended
Take part in reviews
Organise storyboard reviews
Managing Time, Cost
and Quality
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Syllabus Requirement

11. Managing Storyboard Reviews
Managed by the Proposal Manager
Select appropriate reviewers
Brief all Reviewers
• Customer
• Competition
• Opportunity
• Proposed Solution
Encourage questions/interaction between reviewers and
authors

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 opportunity
Managers • involved in the business unit

13. The Benefits of
Storyboard Reviews
Provide 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 the
degree of consistency of
messages within proposal
sections (Vertical)
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14. Taking Part in a Review
Add 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 Storyboards
Incorporate comments from
review before beginning to
write
Keep original storyboards
to allow version control and
to allow “looking back” to
trace strategy changes
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16. The Red Team
(Final Document) Review
Is 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
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Syllabus Requirement

18. Organising a Final Document Review
Select reviewers to mirror the customer
evaluation 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 is
Appoint a single person to lead and organised by
manage 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
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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 Quality
Syllabus Requirement

21. Managing Proposal Production
Key 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 instructions
Use Adobe Acrobat wherever Submit on CD-ROM when security is
allowed an issue
Learn and test all systems early in
Check and re-check for viruses
the process
Use forced page breaks to control Provide at least one (1) hard copy if
pagination allowed
Use graphics with adequate Consider landscape format if the
resolution document is to be viewed on screen

25. Quick Quiz:
Which of the following is NOT a tool of Daily Team
Management?
a) Storyboards
b) Proposal Management Plan
c) Business Case
d) 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 quality
Here are some of the tools we would use:

27. Summary:
How to manage daily progress
Managing storyboard reviews
Managing final document reviews
Controlling production

28. Where have we go to?
Choosing the right
Establishing Requirements Developing Strategy
opportunities
Planning the Proposal Managing Time,
Communicating your Plan
Phase Cost and Quality
Learning from Experience
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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