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APMP Foundation Introduction
The document outlines the APMP Foundation level accreditation program, detailing the course preparation, learning objectives, and syllabus coverage. It emphasizes understanding proposal management principles, best practices, and provides guidelines for the examination process. Additionally, it includes terms for course delivery, interaction methods like webinars, and resources for self-study preparation.
APMP Foundation Introduction
- 1. APMP® Accreditation Programme Attaining Foundation Level Accreditation © APMP 2005 and Bid to Win Ltd 2010 Version: 0v7
- 2. Get yourself ready Health,Safety, Creature Comforts If you have any questions Course Preparation info@bid-to-win.eu
- 3. Check that you’vegot everything you need: Proposal Guide Pre-Course Reading Instructions Sticky notes for marking significant pages Case Study Notes Workbook Referee APMP Membership Number
- 4. Learning objectives: Understand theAPMP Syllabus subjects Understand the principles of recommended ‘best practice’ for each syllabus topic Have confidence in your knowledge to take the Foundation Exam
- 5. First we’ll getto know the APMP-Foundation Syllabus
- 6. First we’ll getto know the APMP-Foundation Syllabus Information Research and Management
- 7. First we’ll getto know the APMP-Foundation Syllabus Information Research and Management Planning
- 8. First we’ll getto know the APMP-Foundation Syllabus Information Research and Management Planning Development
- 9. First we’ll getto know the APMP-Foundation Syllabus Information Research and Management Planning Development Management
- 10. First we’ll getto know the APMP-Foundation Syllabus Information Research and Management Planning Development Management Sales Orientation
- 11. Information Research andManagement • Information Gathering • Knowledge Management Planning • Schedule Development Development • Opportunity Qualification • Winning Price Development • Teaming Identification • Proposal Strategy Development • Executive Summary Development • Storyboard Development • Requirements Identification • Compliance Checklist Development • Outline Development
- 12. Information Research andManagement • Information Gathering • Knowledge Management Planning KCA Key Competency Area • Schedule Development Development • Opportunity Qualification • Winning Price Development • Teaming Identification • Proposal Strategy Development • Executive Summary Development • Storyboard Development • Requirements Identification • Compliance Checklist Development • Outline Development
- 13. Information Research andManagement • Information Gathering • Knowledge Management Planning • Schedule Development Development • Opportunity Qualification • Winning Price Development • Teaming Identification • Proposal Strategy Development • Executive Summary Development • Storyboard Development • Requirements Identification • Compliance Checklist Development • Outline Development
- 14. Information Research andManagement • Information Gathering • Knowledge Management Planning • Schedule Development Development • Opportunity Qualification • Winning Price Development • Teaming Identification • Proposal Strategy Development • Executive Summary Development • Storyboard Development • Requirements Identification • Compliance Checklist Development • Outline Development
- 15. Management • Storyboard Review Management • Kick-Off Meeting Management • Review Management • Proposal Risk Management • Production Management • Final Review Management • Lessons Learned Analysis and Management • Proposal Process Management Sales Orientation • Sales Participation
- 16. Management • Storyboard Review Management • Kick-Off Meeting Management • Review Management • Proposal Risk Management • Production Management • Final Review Management • Lessons Learned Analysis and Management • Proposal Process Management Sales Orientation • Sales Participation
- 17. Examination Options Paper-based On-line Examination www.apmg-exams.com • Your Papers marked by • Must be taken within 6 exam invigilator weeks of the course • You will immediately be • You will get Immediate told the result notification of the result
- 18. Choosing the rightopportunities Establishing Requirements Developing Strategy Opportunity Qualification Information Gathering Proposal Strategy Development How we are going to cover the syllabus? Proposal Process Management Review Management Knowledge Management Sales Participation Teaming Identification Winning Price Development Managing Time, Cost and Planning the Proposal Phase Communicating your Plan Quality Outline Development Schedule Development Managing Progress Requirements Identification Proposal Risk Management Storyboard Review Management Compliance Checklist Development Kick Off Meeting Management Final Document Review Storyboard Development Production Management Executive Summary Development Learning from Experience Lessons Learned Analysis Foundation Examination Approach The Foundation Exam Self Study / Revision / Preparation
- 19. This is howwe will cover the syllabus: Choosing the right opportunities Establishing Requirements Developing Strategy Opportunity Qualification Information Gathering Proposal Strategy Development Proposal Process Management Knowledge Management Teaming Identification Review Management Sales Participation Winning Price Development Managing Time, Cost and Planning the Proposal Phase Communicating your Plan Quality Outline Development Schedule Development Managing Progress Requirements Identification Proposal Risk Management Storyboard Review Management Compliance Checklist Development Kick Off Meeting Management Final Document Review Storyboard Development Production Management Executive Summary Development Learning from Experience Lessons Learned Analysis Foundation Examination Approach The Foundation Exam Self Study / Revision / Preparation
- 20. This is howwe will cover the syllabus: Choosing the right opportunities Establishing Requirements Developing Strategy Opportunity Qualification Information Gathering Proposal Strategy Development Proposal Process Management Knowledge Management Teaming Identification Review Management Sales Participation Winning Price Development Managing Time, Cost and Planning the Proposal Phase Communicating your Plan Quality Outline Development Schedule Development Managing Progress Requirements Identification Proposal Risk Management Storyboard Review Management Compliance Checklist Development Kick Off Meeting Management Final Document Review Storyboard Development Production Management Executive Summary Development Learning from Experience Lessons Learned Analysis Foundation Examination Approach The Foundation Exam Self Study / Revision / Preparation
- 21. This is howwe will cover the syllabus: Choosing the right opportunities Establishing Requirements Developing Strategy Opportunity Qualification Information Gathering Proposal Strategy Development Proposal Process Management Knowledge Management Teaming Identification Review Management Sales Participation Winning Price Development Managing Time, Cost and Planning the Proposal Phase Communicating your Plan Quality Outline Development Schedule Development Managing Progress Requirements Identification Proposal Risk Management Storyboard Review Management Compliance Checklist Development Kick Off Meeting Management Final Document Review Storyboard Development Production Management Executive Summary Development Learning from Experience Lessons Learned Analysis Foundation Examination Approach The Foundation Exam Self Study / Revision / Preparation
- 22. This is howwe will cover the syllabus: Choosing the right opportunities Establishing Requirements Developing Strategy Opportunity Qualification Information Gathering Proposal Strategy Development Proposal Process Management Knowledge Management Teaming Identification Review Management Sales Participation Winning Price Development Managing Time, Cost and Planning the Proposal Phase Communicating your Plan Quality Outline Development Schedule Development Managing Progress Requirements Identification Proposal Risk Management Storyboard Review Management Compliance Checklist Development Kick Off Meeting Management Final Document Review Storyboard Development Production Management Executive Summary Development Learning from Experience Lessons Learned Analysis Foundation Examination Approach The Foundation Exam Self Study / Revision / Preparation
- 23. This is howwe will cover the syllabus: Choosing the right opportunities Establishing Requirements Developing Strategy Opportunity Qualification Information Gathering Proposal Strategy Development Proposal Process Management Knowledge Management Teaming Identification Review Management Sales Participation Winning Price Development Managing Time, Cost and Planning the Proposal Phase Communicating your Plan Quality Outline Development Schedule Development Managing Progress Requirements Identification Proposal Risk Management Storyboard Review Management Compliance Checklist Development Kick Off Meeting Management Final Document Review Storyboard Development Production Management Executive Summary Development Learning from Experience Lessons Learned Analysis Foundation Examination Approach The Foundation Exam Self Study / Revision / Preparation
- 24. This is howwe will cover the syllabus: Choosing the right opportunities Establishing Requirements Developing Strategy Opportunity Qualification Information Gathering Proposal Strategy Development Proposal Process Management Knowledge Management Teaming Identification Review Management Sales Participation Winning Price Development Managing Time, Cost and Planning the Proposal Phase Communicating your Plan Quality Outline Development Schedule Development Managing Progress Requirements Identification Proposal Risk Management Storyboard Review Management Compliance Checklist Development Kick Off Meeting Management Final Document Review Storyboard Development Production Management Executive Summary Development Learning from Experience Lessons Learned Analysis Foundation Examination Approach The Foundation Exam Self Study / Revision / Preparation
- 25. This is howwe will cover the syllabus: Choosing the right opportunities Establishing Requirements Developing Strategy Opportunity Qualification Information Gathering Proposal Strategy Development Proposal Process Management Knowledge Management Teaming Identification Review Management Sales Participation Winning Price Development Managing Time, Cost and Planning the Proposal Phase Communicating your Plan Quality Outline Development Schedule Development Managing Progress Requirements Identification Proposal Risk Management Storyboard Review Management Compliance Checklist Development Kick Off Meeting Management Final Document Review Storyboard Development Production Management Executive Summary Development Learning from Experience Lessons Learned Analysis Foundation Examination Approach The Foundation Exam Self Study / Revision / Preparation
- 26. This is howwe will cover the syllabus: Choosing the right opportunities Establishing Requirements Developing Strategy Opportunity Qualification Information Gathering Proposal Strategy Development Proposal Process Management Knowledge Management Teaming Identification Review Management Sales Participation Winning Price Development Managing Time, Cost and Planning the Proposal Phase Communicating your Plan Quality Outline Development Schedule Development Managing Progress Requirements Identification Proposal Risk Management Storyboard Review Management Compliance Checklist Development Kick Off Meeting Management Final Document Review Storyboard Development Production Management Executive Summary Development Learning from Experience Lessons Learned Analysis Foundation Examination Approach The Foundation Exam Self Study / Revision / Preparation
- 27. Terms and conventions: •Syllabus Requirement This is a topic which will be tested in the examination Proposal Guide N See the Proposal Guide, Page N for more detail Current Topic Module / Session Name A Module comprises one or more Sessions covering Module / Session Name related topic areas. Each module is colour coded to remind you where you are in the overall course. An interactive live event where students phone-in and set their browsers at the shared work space. A eTorial short lecture will be presented followed by a discussion of the work that has been submitted.
- 28.
- 29. Learning delivery Webinars W1 W2 W3 W4 W5
- 30. Learning delivery Webinars W1 W2 W3 W4 W5 Case Study & e-torials Online Tests
- 31. Learning delivery Webinars W1 W2 W3 W4 W5 Ready for the Foundation Exam Case Study & e-torials Online Tests
- 32. eTorial What are eTorials? •eTorials are interactive live events • With the instructor • With your classmates • We will review the previous ‘theory’ module and answer any questions raised • We will discuss any issues arising from the course work • We will discuss course work for the next eTorial
- 33. eTorial How the eTorialwill run: • Before the eTorial complete the theory module and: • email your coursework to the instructor OR • Upload your coursework into the class space • We will use a secure class space for: • Sharing work and • Group discussions • eTorials will be run at scheduled dates and times • You will be provided with a dial-in or VoIP number
- 34. • Webinar: Introduction, Choosing the Right Opportunities Week 1 • Self Study Proposal Process Management & Reviews • e-torial Establishing Requirements Week 2 • Self Study Developing Strategy • e-torial Winning Price Development Week 3 • Self Study Planning the Proposal Phase • e-torial Storyboard Development & Executive Summaries Week 4 • Self study Communicating Your Plan, Graphics • e-torial Managing Time, Cost, & Quality Week 5 • Webinar Lessons Learned Analysis, Foundation Exam Technique Ready for the Foundation Exam
- 35.
- 36. Let’s get started! Enrol yourself in the class space Instructions / invitation sent to you by email Collect together your course materials Proposal Guide Course workbook Complete the first theory topic Choosing the right opportunities
- 37. Any questions? e: info@bid-to-win.eu w:bid-to-win.ning.com
Editor's Notes
- #2 Welcome to the first in the series of the APMP Foundation Training webinars.My name is XXX I am Bid to Win’s managing consultantWith me is YYYWe are both APMP Professionals. And together we’d like to introduce you to the APMP accreditation programme.The webinars have been designed to take you step by step through the APMP Foundation Syllabus and get you to a position where you feel confident in taking the exam.During the introductory webinar, we will describe:• how we are going to cover the syllabus• what support materials will be required and how to get them• when the live webinars and eTorials will be scheduled• who is involved in the webinars• where the exam can be taken• why the AMPM Foundation qualification is a good credentialThe webinar will include a preliminary training session covering part of Choosing the Right Opportunities module.
- #3 To get the most out of this course we want you to be in a safe, comfortable environment and placing no stresses and strains on yourself. Although you can stop and restart the course modules at any point, it is best if you can pay attention so try and find a time and place where you can engage without interruption.If you have a question during the course, email it to instructor@bid-to-win.euOr post it on the forumMake a note of it in your workbook and we will discuss it at the eTorialThere are several items you’ll need to successfully complete this course. Let’s take a look.
- #4 But before we start, let’s make we’re ready. Have you got your:The Proposal Guide Workbook Glossary of Terms Something to write with Some Post-it labels will be useful too. Have you all got a referee? Just someone that knows you have a basic knowledge of best practice.For example, it could be Bid Administrative Support person or a Sales Executive. You will also need to have your APMP Membership Number available for when you take the exam.
- #5 The course will prepare you and help you understand the subject matter in order that you’ll get through the exam.We will cover principles, procedures and the terminology of bid and proposal management in accordance with APMP recognised best practice. It is impossible to cover everything on this course, so you’ll be referred to The Proposal Guide for additional material.The exam tests basic knowledge of best practice through 75 multiple choice questions.As a result of what you willlearn on the course we hope to make you better bid managers as well.So you’re going to attain a qualification AND practical tips to help improve your proposals.
- #6 What we’re going to cover on this course:Training in specific syllabus subject areasIdentification of areas for future DevelopmentThe Foundation syllabus comprises 5 key competency areas. These are the syllabus areas you will be examined on.Refer to your workbook for the detailed coverage for each syllabus area.By the way, this course takes us up to proposal delivery. Presentation and negotiation skills is covered in Practitioner and Professional events.
- #11 The Foundation syllabus comprises these 5 key competency areas.
- #12 We’ll now take a deeper like into the topics that will be covered on the course. If you come across unfamiliar words or phrases, you can pause the presentation and make a note of them and look them up in the proposal guide.
- #13 Remember this is what the APMP calls a key competency areas or KCA.
- #14 In the KCA covering Planning the learning explains how to develop a proposal schedule.
- #15 The next KCA is covers overall Proposal Development and the learning explains about how to develop a strategy for developing a proposal and how to write to solve a customer’s specific business need.
- #16 As a bid manager we will be responsible for managing these areas.
- #17 And finally we’ll need to know what part we need to play in the sales process.
- #19 The way we shall ensure coverage of the syllabus is to divide the course into modules.Each module comprises a number of learning sessions or presentation.There are seven modules represented by coloured blocks in the picture that follows.The significance of the colours is simply to remind you of which module you are in.The colour sequence is taken from a rainbow
- #20 The first module is called “Choosing the right opportunities” and covers syllabus topics taken from the Development and Management Key Competency Areas. The course designers have ensured that all of the required topic areas are covered throughout this course. As a student you just need to ensure that you have participated in all of the presentations and eTorials.
- #21 The second module is called “Establishing requirements” and is all about intelligence gathering, understanding the competition, organising information and engaging in the sales process.
- #22 The next module “Developing a winning strategy” covers early strategy and putting the proposals building blocks in place.
- #23 The “Planning the proposal” module covers detailed planning actions.
- #24 The module entitled “Communicating the plan” describes how we let people know our plans, develop a timetable or schedule, how to discuss and address risk, the importance of running a bid kick-off meeting and considerations for proposal production.
- #25 The module Managing Time, Cost and Quality is effectively about project managing the bid.
- #26 The last learning module is concerned with “Learning from experience”. The sessions will cover the benefits of conducting lessons learned reviews for proposals, will review the course and will guide your preparation for the exam
- #27 One of things that is not tested in the examination is how we describe the proposed solution.That’s covered in more depth in the Proposal Guide.So, by the time you’ve registered for the exam and have a date booked, it makes sense to plan your study based on the timetable suggested in the workbook.If you have any questions about this session you can raise them in the eTorial.
- #29 What I’d like to talk about is how we’re going to deliver the training.<next Slide>
- #30 What I’d like to talk about is how we’re going to deliver the training.A major element is, of course, live webinars or recorded slide-casts like this one.There are nine in total and on the scheduled on-line course we’ll deliver these over the course of 5 weeks.for anyone who cannot make it to one of the scheduled sessions all the content is available in recorded formatSo you’ll be able to plan your time and you won’t miss any of the material
- #33 Now, I mentioned e-torials,Let me say some more about what they are
- #35 Here is a typical schedule for how all this works.You can see that it takes about a month; so it’s less time than you’d normally wait for a scheduled classroom training.We will publish a shedule for each course so you can plan your time around live sessions.The normal pattern is that e-torial sessions will run on Mondays leaving the rest of the week for self study and case work.In the last week we’ll run two live sessions so you’ll have time for any final questions and
- #36 Let me explain a little more about the Bid to Win Learning space.The space is a social learning network where you can:Access and download reference materials and assignmentsUpload your casework and exercise answersFind links to the sample test questionsPost questions in Discussion threadsInteract off-line with your instructor and fellow class-matesWe’re trying to make this course a much richer learning experience than you would normally get from programmed learning.We hope you’ll use the space as a resource and join in some of the other discussions and activities.You can stay a member of the Foundation class space for as long as you like after the course has finished. You can re-play the recordings and slide-casts as often as you like and re-take the sample papers as often as you want until your ready to take the exam.You’ll find plenty of our students from earlier classes who are still members of the space. You can share their experiences of taking and passing the examination.After you have passed we hope you’ll stay on too and maybe join our Practitioner coaching group which is FREE to everyone who has taken Foundation with Bid to Win.
- #38 That’s all for this introduction.If there are any questions we can take them now from the on-line participants.If you’re not on-line at the moment please send them to info@bid-to-win.eu Or submit them in the class space