Deloitte is one of the "Big Four" global accounting and consulting firms, with over 220,000 professionals providing audit, consulting, tax, and advisory services in more than 150 countries. It has a long history dating back to 1845 and is the largest private professional services network in the world. Deloitte focuses on creating value for clients through industry-leading services in areas like consulting, audit, tax, and risk management. Its vision is to be the standard of excellence through high quality work, inclusion, collaboration, and opportunity.
Agile Transformation - Cultural and Behavioral ChallengesSesh Veeraraghavan
This document discusses agile transformation and the cultural and behavioral adjustments required. It defines transformation as a thorough change and culture as the attitudes and behaviors of a social group. Successful cultures adapt, evolve, and contribute. Agile transformation is needed for faster delivery, better quality, customer focus, and predictable delivery. True transformation requires changes to human factors like behaviors, attitudes, and cultures rather than just methodologies. Transformations can bring up hidden biases and resistance. Addressing issues like ownership, belonging, status quo, leadership, execution, responsibility, communication, and perceived helplessness is important. The document provides strategies to overcome cultural roadblocks like a lack of transparency, denial of problems, and an unwillingness to "rock the boat."
Are you thinking to craft a good PPT on project execution? Not to worry! We have come up with the project execution PowerPoint presentation slides that will help you build up your key program deliverables. Using our project management PPT designs, you can promote your business plan by specifying project quality management, work plan, etc. Furthermore, these control execution PPT graphics have been incorporated by highly qualified designers & with extensive research. Furthermore, our project development presentation illustrations cover all the related templates such as project progress summary, issues management, line chart, clustered column chart and many more. What more do you expect? In addition to this, execution plan PowerPoint designs can also be used for similar topics such as program documentation, execution plan, earned value management, risk analysis matrix, resource allocation, critical path method, product benefit realization, program charter, and responsibility assignment matrix. So without wasting your time, just grab our PowerPoint Visuals. Evaluate concepts with our Project Execution PowerPoint Presentation Slides. Be able to assess the depth behind it.
Project management IT Project Management Amanda Haddad
This document provides an overview of information technology project management. It defines IT project management as the process of planning, organizing, and assigning responsibility for completing an organization's specific IT goals. These goals can include software development, hardware installation, network upgrades, and other IT services. The document then discusses key aspects of project management including the project life cycle, managing project knowledge areas, and factors that can affect IT project success such as technology advances. It provides details on the five process groups that make up the project management life cycle: initiation, planning, execution, monitoring/controlling, and closing. Finally, it outlines the ten knowledge areas that project managers use to segment different project management actions.
Project Management Best Practices - Tips and TechniquesInvensis Learning
Did you know? For every Billion spent on projects globally, enterprises lose about 97 million dollars due to poor project performance.
Let's face it - we are all managing projects every day! They may be simple or more complicated, but undoubtedly you are managing projects within your role. You don't need to be a project manager to learn how to manage your projects effectively and efficiently. This interactive presentation will provide the basics of managing projects - regardless of their size or complexity. Webinar attendees will learn a variety of tools, techniques and best practices to enable them to more efficiently manage the projects they are assigned and the projects they want to undertake, including how to socialize initiatives to get buy-in from others. This webinar will provide you with a better understanding of how project management can assist you in performing your role in your organization.
Areas covered:
Project Scope Statements
Developing the business case for your projects
Identifying and managing stakeholders
Developing your Project Plan
Itemizing your Work Breakdown Structure and activity list
Enhancing your Communications Plan
Identifying, planning and managing project risks
Managing changes to the project
Reporting on status
Driving decisions from the team and key stakeholders
Click here to check upcoming webinar for project management https://goo.gl/M9v8oP
About Invensis Learning
Invensis Learning is a leading training and professional development solutions provider. We deliver globally-recognized training and certifications to individuals and enterprises to aid key business transformations and help to stay relevant by closing skill gaps and cultivate an environment that fosters continuous learning. We have trained 10000+ professionals over wide portfolio of training and certification courses. We are a trusted partner of many Fortune 500 companies for training and development
For more details please visit: https://www.invensislearning.com/
Transparency is one of our core values at Seedcamp and we are no strangers to how tough the fundraising process can be. In a continued spirit of openness and to show how - like with startups - our own story and proposition moves on, we're sharing the deck we used to raise our heavily-oversubscribed Seedcamp Fund V.
Read more about our plans to invest in and support the next generation of exceptional European talent on our blog: https://seedcamp.com/news/
Deloitte is one of the "Big Four" global accounting and consulting firms, with over 220,000 professionals providing audit, consulting, tax, and advisory services in more than 150 countries. It has a long history dating back to 1845 and is the largest private professional services network in the world. Deloitte focuses on creating value for clients through industry-leading services in areas like consulting, audit, tax, and risk management. Its vision is to be the standard of excellence through high quality work, inclusion, collaboration, and opportunity.
Agile Transformation - Cultural and Behavioral ChallengesSesh Veeraraghavan
This document discusses agile transformation and the cultural and behavioral adjustments required. It defines transformation as a thorough change and culture as the attitudes and behaviors of a social group. Successful cultures adapt, evolve, and contribute. Agile transformation is needed for faster delivery, better quality, customer focus, and predictable delivery. True transformation requires changes to human factors like behaviors, attitudes, and cultures rather than just methodologies. Transformations can bring up hidden biases and resistance. Addressing issues like ownership, belonging, status quo, leadership, execution, responsibility, communication, and perceived helplessness is important. The document provides strategies to overcome cultural roadblocks like a lack of transparency, denial of problems, and an unwillingness to "rock the boat."
Are you thinking to craft a good PPT on project execution? Not to worry! We have come up with the project execution PowerPoint presentation slides that will help you build up your key program deliverables. Using our project management PPT designs, you can promote your business plan by specifying project quality management, work plan, etc. Furthermore, these control execution PPT graphics have been incorporated by highly qualified designers & with extensive research. Furthermore, our project development presentation illustrations cover all the related templates such as project progress summary, issues management, line chart, clustered column chart and many more. What more do you expect? In addition to this, execution plan PowerPoint designs can also be used for similar topics such as program documentation, execution plan, earned value management, risk analysis matrix, resource allocation, critical path method, product benefit realization, program charter, and responsibility assignment matrix. So without wasting your time, just grab our PowerPoint Visuals. Evaluate concepts with our Project Execution PowerPoint Presentation Slides. Be able to assess the depth behind it.
Project management IT Project Management Amanda Haddad
This document provides an overview of information technology project management. It defines IT project management as the process of planning, organizing, and assigning responsibility for completing an organization's specific IT goals. These goals can include software development, hardware installation, network upgrades, and other IT services. The document then discusses key aspects of project management including the project life cycle, managing project knowledge areas, and factors that can affect IT project success such as technology advances. It provides details on the five process groups that make up the project management life cycle: initiation, planning, execution, monitoring/controlling, and closing. Finally, it outlines the ten knowledge areas that project managers use to segment different project management actions.
Project Management Best Practices - Tips and TechniquesInvensis Learning
Did you know? For every Billion spent on projects globally, enterprises lose about 97 million dollars due to poor project performance.
Let's face it - we are all managing projects every day! They may be simple or more complicated, but undoubtedly you are managing projects within your role. You don't need to be a project manager to learn how to manage your projects effectively and efficiently. This interactive presentation will provide the basics of managing projects - regardless of their size or complexity. Webinar attendees will learn a variety of tools, techniques and best practices to enable them to more efficiently manage the projects they are assigned and the projects they want to undertake, including how to socialize initiatives to get buy-in from others. This webinar will provide you with a better understanding of how project management can assist you in performing your role in your organization.
Areas covered:
Project Scope Statements
Developing the business case for your projects
Identifying and managing stakeholders
Developing your Project Plan
Itemizing your Work Breakdown Structure and activity list
Enhancing your Communications Plan
Identifying, planning and managing project risks
Managing changes to the project
Reporting on status
Driving decisions from the team and key stakeholders
Click here to check upcoming webinar for project management https://goo.gl/M9v8oP
About Invensis Learning
Invensis Learning is a leading training and professional development solutions provider. We deliver globally-recognized training and certifications to individuals and enterprises to aid key business transformations and help to stay relevant by closing skill gaps and cultivate an environment that fosters continuous learning. We have trained 10000+ professionals over wide portfolio of training and certification courses. We are a trusted partner of many Fortune 500 companies for training and development
For more details please visit: https://www.invensislearning.com/
Transparency is one of our core values at Seedcamp and we are no strangers to how tough the fundraising process can be. In a continued spirit of openness and to show how - like with startups - our own story and proposition moves on, we're sharing the deck we used to raise our heavily-oversubscribed Seedcamp Fund V.
Read more about our plans to invest in and support the next generation of exceptional European talent on our blog: https://seedcamp.com/news/
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants after 3,000+ hours of work. It shares our combined 100+ years of experience advising executive teams around the world. It includes all the Frameworks, Best Practices & Templates required to improve the “HR and Talent Management” function of your organization, and help you attract, develop and retain top talent.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com.
This Toolkit includes frameworks, tools, templates, tutorials, real-life examples, best practices, and video training to help you:
-Define and Implement your HR and Talent Management Strategy: (1) Summary of the Corporate and Business Strategy, (2) HR Analysis, (3) HR and Talent Management Capability Maturity Model, (4) Current State And Target State, (5) HR and Talent Management Mission, Vision & Values, (6) Strategic Objectives & KPIs to Reach our Vision, (7) Team & Budget, (8) Guiding Principles
-Define the 10 Pillars required to reach your HR and Talent Management Strategic Objectives: (1) Capability Management, (2) Structure & Governance, (3) Culture, (4) Competency Management, (5) Recruitment, (6) Talent Development, (7) Mentoring, (8) Performance Management, (9) Reward and Recognition, (10) Reassignment & Termination
-List your Potential Initiatives for each pillar
-Create your Business Cases and Financial Models to Assess your List of Potential Initiatives
Prioritize, Plan and Implement your Projects: (1) Project Prioritization, (2) Business Roadmap, (3) Governance, (4) Dashboards, (5) Project Implementation: Agile Methodology, Design Thinking and Traditional Methodology, (6) Continuous Improvement (7) Post Projects Evaluation and Lessons Learnt, (8) Post Strategy Evaluation and Lessons Learnt
-Define and implement your change management strategy and internal communication strategy: (1) Change management strategy, (2) Change management plans, (3) Implementation, tracking and progress management, (4) Effective communication
-Engage your stakeholders effectively: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
This document provides an overview of ConZonia Consulting and its CEO Dr. Wael Youssef. It outlines ConZonia's mission to bridge minds and develop organizations through consulting services. The document discusses ConZonia's methodology, which focuses on listening to understand clients' needs. It also lists ConZonia's services such as project management, marketing management, and business planning. The agenda outlines topics like consulting approaches, the consulting environment, and how to be a successful consultant.
To be successful, a project team must select appropriate processes to meet objectives, use a defined adaptable approach, establish stakeholder communication and engagement, comply with requirements, and balance constraints. There are five process groups: initiating, planning, executing, monitoring/controlling, and closing. The initiating group defines the initial scope and resources. Planning designs the success scheme through progressive elaboration. Executing coordinates execution according to plans. Monitoring/controlling tracks progress and initiates changes. Closing finalizes all activities and formally closes the project.
How to be a consultant and run a successful assignment1STOUTSOURCE LTD
This presentation on the consulting process takes you through the main steps in running a consulting job and thus make sure you leave behind happy client - this is from the series of posts at the 1stoutsource Business Forum
Este documento presenta varias métricas clave para medir el desempeño de una startup. Incluye métricas de vanidad como número de seguidores que no son útiles, y métricas de negocio más importantes como adquisición de clientes, activación, retención, churn y conversión, que miden la capacidad de atraer y mantener clientes. Explica cómo calcular cada métrica y por qué son importantes para el éxito de una startup.
The document summarizes a venture capital fund that invests globally in technology companies. It has offices in major tech hubs around the world like Silicon Valley, Shanghai, Mexico City, and Dubai. The fund has invested in over 55 companies so far with a total valuation of $600 million generated from 8 exits. It provides services to support portfolio companies, including business consulting, sales and marketing support, and access to mentors. The fund aims to generate returns through investing in cutting-edge technology startups focused on growth.
Brand valuation is a complex process with many paradoxes and uncertainties. While brands can account for a large portion of a company's market capitalization, traditional accounting rules do not reflect brand value on the balance sheet. A brand's value depends highly on the industry context and potential buyers. There are multiple approaches to valuing brands, including market, cost, and income, but each has limitations. Prophet's methodology uses financial modeling of brand contribution to economic profit combined with consumer research to determine a brand valuation.
The document discusses key aspects of project definition and management. It defines a project as a temporary endeavor with a defined beginning and end, undertaken to meet unique goals. Project management is the discipline of planning, organizing, motivating and controlling resources to achieve specific goals. The document outlines important elements that should be considered in properly defining the scope, objectives, resources, timeline and governance of a project to set it up for success. It emphasizes that the project definition serves as the definitive mandate and should be revisited if circumstances change.
This document provides an overview of project management. It defines project management as the application of knowledge, skills, and techniques to plan activities to meet project requirements. While project management benefits from methodologies and standards, it often requires an artistic element to diplomatically handle situations and people. The document traces the origins of project management back to ancient times in construction and highlights that it has progressed from early trial and error approaches to a more formalized discipline. It also lists several common project management methodologies and domains it is used in.
This material is intended to provide project leaders with a foundational understanding of leading practice project management processes, activities, tools, techniques, and deliverables as prescribed the Project Management Institute (PMI).
The document discusses key aspects of consulting proposals. It explains that a proposal is a written document detailing a consultant's ideas, planning, and methodology for carrying out an assignment. Proposals are prepared in response to a Request for Proposal and include technical and financial components. The technical proposal outlines the proposed approach, methodology, staffing plan, and experiences while the financial proposal specifies costs. The document provides guidance on creating comprehensive proposals that meet a client's needs and stand out among competition.
This document discusses the initiation phase of the project life cycle. It describes the key inputs, tools and techniques, and outputs of project initiation. The main inputs include contracts, statements of work, and organizational process assets. Techniques covered include project selection methods like problem analysis and decision models. The main output is the project charter, which formally authorizes the project and provides authority to the project manager.
Project Planning | Project Plan In Excel With Gantt Chart | Project Managemen...Simplilearn
This presentation on project planning in Excel will help us understand the process of project planning concerning Excel. The video will explain the process of project management in Excel, elaborating on the reasons why we should use excel for project management. Then we will see the basics of a Gantt chart, along with understanding the process of making a Gantt chart in Excel. We will also see different Microsoft Excel templates, along with their features. Now, let us get started.
The below topics are explained in this project planning presentation:
1. What is a project plan?
2. Project management in Excel
3. Why use Microsoft Excel?
4. How to make a Gantt chart in Excel?
5. Microsoft Excel templates
PMP Certification Course Overview
The course covers new trends, emerging practices, tailoring considerations, and core competencies required of a Project Management professional. Placing a greater emphasis on strategic and business knowledge, this course also includes a new section on the role of the project manager in both large and small companies.
PMP Course Key Features:
- 35 contact hours/PDUs
- 8 industry case studies, 20 industry-based scenarios
- 6 hands-on projects, 7 simulation test papers (200 questions each)
Eligibility:
The PMP® certification is an essential professional requirement for senior project manager roles across all industries. The course is best suited for: Project Managers, Associate/Assistant Project Managers, Team Leads/Team Managers, Project Executives/Project Engineers, Software Developers, Any professional aspiring to be a Project Manager.
Pre-requisites:
You should have a secondary degree (i.e. high school diploma, associate’s degree or the global equivalent) with 7,500 hours leading and directing projects along with 35 hours of project management education.OR You should have a four-year degree with 4,500 hours leading and directing projects along with 35 hours of project management education.
Learn more at https://www.simplilearn.com/project-management/pmp-certification-training
The document summarizes the roles and responsibilities of various team members in the Project Prosalo. It discusses the role of the Project Controller in developing the project schedule, estimating costs and monitoring progress. Key aspects covered include defining the project lifecycle and milestones, establishing a work breakdown structure, developing a project cost baseline, and employing bottom-up cost estimation. The Project Controller reflects on the importance of using scientific methodology and analytical skills to plan, monitor and control the project budget and schedule.
Project planning and control training with legoignitetribes
Project Planning, Analysis and Control with Lego invites participants to take an active role in project planning and control through hands-on modeling with Lego bricks. The course treats everyone as equals and encourages 100% collaboration. Participants simulate construction project management by building Lego models within time and budget constraints while assuming roles like project manager. The goal is to strategize around constraints and gain an understanding of project planning tools and methodologies.
Discover and understand the critical actions needed on the venture journey to scale successfully.
What is it for?
To help corporate entrepreneurs identify and successfully navigate each critical action that will ultimately become the foundation of a corporate venture’s scaling effort. Based on the insights from 200+ corporate innovation and venture tracks, this practical guide provides a deeper understanding of what’s needed early-on for long-term venture growth.
Benefits:
Identify the right measurement approach that shines a light on your path forward.
Create an ideal team setup with access to the right talent at the right time.
Select the appropriate ownership structure and legal entity format.
This document provides an overview of a webinar on project portfolio management. It introduces the presenter and lists objectives of exploring how project portfolio management can help organizations align projects to strategic goals and achieve business benefits. It also discusses various aspects of project portfolio management such as defining the project portfolio scope, establishing selection criteria for projects, and managing a project portfolio through its lifecycle.
The document provides an overview of the role of a project manager. It discusses that a project manager plays a critical leadership role to achieve a project's objectives from initiation through closing. The role of a project manager is compared to that of an orchestra conductor who leads a team and has both management and technical knowledge. A project manager is defined as the person assigned by the organization to lead the team responsible for achieving the project's objectives and has influence within the project team.
Management Consulting Toolkit with Great Powerpoint PresentationsAurelien Domont, MBA
Go to www.slidebooks.com to Download and Reuse Now a Management Consulting Toolkit with Great Powerpoint Presentations | Created By ex-McKinsey & Deloitte Consultants.
This document provides an overview of government contracting and the services provided by Procurement Technical Assistance Centers (PTAC). It discusses the PTAC program, available services like market research, registration assistance and training seminars. Statistics on PTAC's results in Minnesota are presented, with details on the size of the government market, where to find business opportunities, and keys to succeeding in government contracting like understanding the customer and competition. The document aims to explain the government procurement process and resources available to help businesses pursue government contracts.
In this session you will learn the elements that make a capability statement stand out from the crowd. This is a standard document used to introduce your firm to government decision-makers. Often it is the first impression your business will have. You will take away everything you need in order to create a winning marketing tool for your business!
This Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants after 3,000+ hours of work. It shares our combined 100+ years of experience advising executive teams around the world. It includes all the Frameworks, Best Practices & Templates required to improve the “HR and Talent Management” function of your organization, and help you attract, develop and retain top talent.
This Powerpoint presentation is only a small preview of our Toolkit.
You can download the entire Toolkit in Powerpoint and Excel at www.domontconsulting.com.
This Toolkit includes frameworks, tools, templates, tutorials, real-life examples, best practices, and video training to help you:
-Define and Implement your HR and Talent Management Strategy: (1) Summary of the Corporate and Business Strategy, (2) HR Analysis, (3) HR and Talent Management Capability Maturity Model, (4) Current State And Target State, (5) HR and Talent Management Mission, Vision & Values, (6) Strategic Objectives & KPIs to Reach our Vision, (7) Team & Budget, (8) Guiding Principles
-Define the 10 Pillars required to reach your HR and Talent Management Strategic Objectives: (1) Capability Management, (2) Structure & Governance, (3) Culture, (4) Competency Management, (5) Recruitment, (6) Talent Development, (7) Mentoring, (8) Performance Management, (9) Reward and Recognition, (10) Reassignment & Termination
-List your Potential Initiatives for each pillar
-Create your Business Cases and Financial Models to Assess your List of Potential Initiatives
Prioritize, Plan and Implement your Projects: (1) Project Prioritization, (2) Business Roadmap, (3) Governance, (4) Dashboards, (5) Project Implementation: Agile Methodology, Design Thinking and Traditional Methodology, (6) Continuous Improvement (7) Post Projects Evaluation and Lessons Learnt, (8) Post Strategy Evaluation and Lessons Learnt
-Define and implement your change management strategy and internal communication strategy: (1) Change management strategy, (2) Change management plans, (3) Implementation, tracking and progress management, (4) Effective communication
-Engage your stakeholders effectively: (1) Stakeholder analysis, (2) Stakeholder engagement strategy, (3) Stakeholder engagement detailed plan
This document provides an overview of ConZonia Consulting and its CEO Dr. Wael Youssef. It outlines ConZonia's mission to bridge minds and develop organizations through consulting services. The document discusses ConZonia's methodology, which focuses on listening to understand clients' needs. It also lists ConZonia's services such as project management, marketing management, and business planning. The agenda outlines topics like consulting approaches, the consulting environment, and how to be a successful consultant.
To be successful, a project team must select appropriate processes to meet objectives, use a defined adaptable approach, establish stakeholder communication and engagement, comply with requirements, and balance constraints. There are five process groups: initiating, planning, executing, monitoring/controlling, and closing. The initiating group defines the initial scope and resources. Planning designs the success scheme through progressive elaboration. Executing coordinates execution according to plans. Monitoring/controlling tracks progress and initiates changes. Closing finalizes all activities and formally closes the project.
How to be a consultant and run a successful assignment1STOUTSOURCE LTD
This presentation on the consulting process takes you through the main steps in running a consulting job and thus make sure you leave behind happy client - this is from the series of posts at the 1stoutsource Business Forum
Este documento presenta varias métricas clave para medir el desempeño de una startup. Incluye métricas de vanidad como número de seguidores que no son útiles, y métricas de negocio más importantes como adquisición de clientes, activación, retención, churn y conversión, que miden la capacidad de atraer y mantener clientes. Explica cómo calcular cada métrica y por qué son importantes para el éxito de una startup.
The document summarizes a venture capital fund that invests globally in technology companies. It has offices in major tech hubs around the world like Silicon Valley, Shanghai, Mexico City, and Dubai. The fund has invested in over 55 companies so far with a total valuation of $600 million generated from 8 exits. It provides services to support portfolio companies, including business consulting, sales and marketing support, and access to mentors. The fund aims to generate returns through investing in cutting-edge technology startups focused on growth.
Brand valuation is a complex process with many paradoxes and uncertainties. While brands can account for a large portion of a company's market capitalization, traditional accounting rules do not reflect brand value on the balance sheet. A brand's value depends highly on the industry context and potential buyers. There are multiple approaches to valuing brands, including market, cost, and income, but each has limitations. Prophet's methodology uses financial modeling of brand contribution to economic profit combined with consumer research to determine a brand valuation.
The document discusses key aspects of project definition and management. It defines a project as a temporary endeavor with a defined beginning and end, undertaken to meet unique goals. Project management is the discipline of planning, organizing, motivating and controlling resources to achieve specific goals. The document outlines important elements that should be considered in properly defining the scope, objectives, resources, timeline and governance of a project to set it up for success. It emphasizes that the project definition serves as the definitive mandate and should be revisited if circumstances change.
This document provides an overview of project management. It defines project management as the application of knowledge, skills, and techniques to plan activities to meet project requirements. While project management benefits from methodologies and standards, it often requires an artistic element to diplomatically handle situations and people. The document traces the origins of project management back to ancient times in construction and highlights that it has progressed from early trial and error approaches to a more formalized discipline. It also lists several common project management methodologies and domains it is used in.
This material is intended to provide project leaders with a foundational understanding of leading practice project management processes, activities, tools, techniques, and deliverables as prescribed the Project Management Institute (PMI).
The document discusses key aspects of consulting proposals. It explains that a proposal is a written document detailing a consultant's ideas, planning, and methodology for carrying out an assignment. Proposals are prepared in response to a Request for Proposal and include technical and financial components. The technical proposal outlines the proposed approach, methodology, staffing plan, and experiences while the financial proposal specifies costs. The document provides guidance on creating comprehensive proposals that meet a client's needs and stand out among competition.
This document discusses the initiation phase of the project life cycle. It describes the key inputs, tools and techniques, and outputs of project initiation. The main inputs include contracts, statements of work, and organizational process assets. Techniques covered include project selection methods like problem analysis and decision models. The main output is the project charter, which formally authorizes the project and provides authority to the project manager.
Project Planning | Project Plan In Excel With Gantt Chart | Project Managemen...Simplilearn
This presentation on project planning in Excel will help us understand the process of project planning concerning Excel. The video will explain the process of project management in Excel, elaborating on the reasons why we should use excel for project management. Then we will see the basics of a Gantt chart, along with understanding the process of making a Gantt chart in Excel. We will also see different Microsoft Excel templates, along with their features. Now, let us get started.
The below topics are explained in this project planning presentation:
1. What is a project plan?
2. Project management in Excel
3. Why use Microsoft Excel?
4. How to make a Gantt chart in Excel?
5. Microsoft Excel templates
PMP Certification Course Overview
The course covers new trends, emerging practices, tailoring considerations, and core competencies required of a Project Management professional. Placing a greater emphasis on strategic and business knowledge, this course also includes a new section on the role of the project manager in both large and small companies.
PMP Course Key Features:
- 35 contact hours/PDUs
- 8 industry case studies, 20 industry-based scenarios
- 6 hands-on projects, 7 simulation test papers (200 questions each)
Eligibility:
The PMP® certification is an essential professional requirement for senior project manager roles across all industries. The course is best suited for: Project Managers, Associate/Assistant Project Managers, Team Leads/Team Managers, Project Executives/Project Engineers, Software Developers, Any professional aspiring to be a Project Manager.
Pre-requisites:
You should have a secondary degree (i.e. high school diploma, associate’s degree or the global equivalent) with 7,500 hours leading and directing projects along with 35 hours of project management education.OR You should have a four-year degree with 4,500 hours leading and directing projects along with 35 hours of project management education.
Learn more at https://www.simplilearn.com/project-management/pmp-certification-training
The document summarizes the roles and responsibilities of various team members in the Project Prosalo. It discusses the role of the Project Controller in developing the project schedule, estimating costs and monitoring progress. Key aspects covered include defining the project lifecycle and milestones, establishing a work breakdown structure, developing a project cost baseline, and employing bottom-up cost estimation. The Project Controller reflects on the importance of using scientific methodology and analytical skills to plan, monitor and control the project budget and schedule.
Project planning and control training with legoignitetribes
Project Planning, Analysis and Control with Lego invites participants to take an active role in project planning and control through hands-on modeling with Lego bricks. The course treats everyone as equals and encourages 100% collaboration. Participants simulate construction project management by building Lego models within time and budget constraints while assuming roles like project manager. The goal is to strategize around constraints and gain an understanding of project planning tools and methodologies.
Discover and understand the critical actions needed on the venture journey to scale successfully.
What is it for?
To help corporate entrepreneurs identify and successfully navigate each critical action that will ultimately become the foundation of a corporate venture’s scaling effort. Based on the insights from 200+ corporate innovation and venture tracks, this practical guide provides a deeper understanding of what’s needed early-on for long-term venture growth.
Benefits:
Identify the right measurement approach that shines a light on your path forward.
Create an ideal team setup with access to the right talent at the right time.
Select the appropriate ownership structure and legal entity format.
This document provides an overview of a webinar on project portfolio management. It introduces the presenter and lists objectives of exploring how project portfolio management can help organizations align projects to strategic goals and achieve business benefits. It also discusses various aspects of project portfolio management such as defining the project portfolio scope, establishing selection criteria for projects, and managing a project portfolio through its lifecycle.
The document provides an overview of the role of a project manager. It discusses that a project manager plays a critical leadership role to achieve a project's objectives from initiation through closing. The role of a project manager is compared to that of an orchestra conductor who leads a team and has both management and technical knowledge. A project manager is defined as the person assigned by the organization to lead the team responsible for achieving the project's objectives and has influence within the project team.
Management Consulting Toolkit with Great Powerpoint PresentationsAurelien Domont, MBA
Go to www.slidebooks.com to Download and Reuse Now a Management Consulting Toolkit with Great Powerpoint Presentations | Created By ex-McKinsey & Deloitte Consultants.
This document provides an overview of government contracting and the services provided by Procurement Technical Assistance Centers (PTAC). It discusses the PTAC program, available services like market research, registration assistance and training seminars. Statistics on PTAC's results in Minnesota are presented, with details on the size of the government market, where to find business opportunities, and keys to succeeding in government contracting like understanding the customer and competition. The document aims to explain the government procurement process and resources available to help businesses pursue government contracts.
In this session you will learn the elements that make a capability statement stand out from the crowd. This is a standard document used to introduce your firm to government decision-makers. Often it is the first impression your business will have. You will take away everything you need in order to create a winning marketing tool for your business!
This document provides an overview of government contracting and the services provided by Procurement Technical Assistance Centers (PTAC). It discusses the large size of the government marketplace and opportunities for both large primes and small businesses. It outlines the basic registration and certification process needed to do business with the federal and state governments. It emphasizes the importance of understanding the customer, applicable regulations, and marketing strategically to different government agencies and customers.
This document provides an overview of key considerations for contractors who have been awarded a government contract. It discusses understanding the contract terms and format, conducting a post-award debriefing to assess the winning proposal, introducing your team at a kickoff meeting, important government players to know, common issues that may arise, and procedures for managing changes to the original scope of work. The goal is to help new contractors successfully execute their contract and avoid common pitfalls.
Renee Mackie has been awarded a Statement of Attainment from the Defence Learning Services Network Registered Training Organisation. The statement certifies that Renee has successfully completed one unit of competency, PSPPROC302A - Undertake Basic Procurement, as part of partial fulfillment of the Certificate III in Government qualification. The statement is nationally recognized within the Australian Qualifications Framework.
Slideshow for Detroit Regional Chamber's "Meet the Purchasers" workshop, in cooperation with Procurement Technical Assistance Centers (PTACs) of Michigan. November 19, 2009.
Event bidding is not an exact science whereby success can be guaranteed by following a set formula. The event bidder must treat each new bid as being unique. However, there are a number of factors common to all successful event bids that the event bidder is encouraged to employ.
These include...
Members and guests joined GTSC for this Capacity Building proposal writing workshop that focused on every stage of the proposal process - from the RFI to your reponse to an RFP.
About Tom Essig
As a senior acquisition professional with more than 30 years experience with the Department of Homeland Security (DHS) and Department of the Navy (DON), Mr. Essig has expertise in contracting and program management and is certified by the Departments of Defense and Homeland Security at career level III in both the contracting and program management.
He currently advises government and commercial organizations on federal acquisition and procurement and contracting matters through his company TWE, LLC. He also currently serves as a Procurement Subject Matter Expert with Kearney & Company.
His most recent federal position was as the Chief Procurement Officer for DHS from 2006 to 2009 where he was responsible for the management, administration and oversight of the department’s acquisition, strategic sourcing program, competitive sourcing program and providing leadership over the department’s $17 Billion in annual acquisitions.
Mr. Essig reported to office of the Assistant Secretary of the Navy (Research, Development and Acquisition) in February 2004. As Director of the Program Analysis and Business Transformation Division, he was responsible for overseeing analysis and support of contracting and business aspects of DON acquisition and other procurement programs and for the development and support of business transformation initiatives within DON. His division reflected the merger of the former Program Analysis and Support Division with the DON Acquisition Reform Office, and he was responsible for functions previously performed by those organizations.
From 1999 to 2004, Mr. Essig served as the Executive Director of the U.S. Navy Office of Special Projects (OSP). The OSP is a second echelon command reporting to the Commander, Naval Supply Systems Command and provides logistics, transportation, finance and other business and supply-related support to the fleet and shore establishment of the Department of the Navy. OSP’s mission supports every facet of the Navy. While in this assignment, Mr. Essig also served as the Director of the Navy Engineering Logistics Office.
About Josh Kussman
Josh is the President of Sentinel Business Advisory Services, a homeland security-focused strate
Jumpstart Federal Contracting Gmu Judy BrandtConrad Clyburn
This document provides a seven step process for small businesses to successfully pursue government contracts. The steps include developing a strategy, focusing on target opportunities, understanding the procurement process, assessing competition, forming teaming partnerships, cultivating key relationships, and effective marketing tactics. The document outlines specific actions under each step, such as researching agency forecasts and past awards, registering for systems like CCR and ORCA, attending industry events, and identifying the important contacts within an agency like contracting officers and program managers.
Steps to De-Risk Your Plan Adivsory PracticeDawn Fama
If you have been in the industry as long as we have, you’ve experienced the effects of a market downturn. Historical bear markets, the disastrous financial crisis of 2008, and the recent swings of volatility causing severe panic among investors. Although institutional business is slightly more insulated, plan sponsors and participants are starting to feel anxious about their 401(k) plan.
The document provides a 12 step program for small businesses to succeed in federal government contracting. It includes registering in systems like CCR and PRO-Net to make your business visible. It recommends exploring certification programs, identifying opportunities on websites, and subcontracting. Most importantly, it stresses the importance of marketing your business and services to federal agencies and prime contractors.
Doing business with the u.s. federal governmentguest52f11d
The document provides a 12 step program for small businesses to succeed in federal government contracting. It includes registering in systems like CCR and PRO-Net to make your business visible. It recommends exploring certification programs, identifying opportunities on websites, and subcontracting. Most importantly, it stresses the importance of marketing your business and services to federal agencies and prime contractors.
How to do business with the federal governmentgaardi201
The document provides guidance for small businesses seeking to do business with the federal government. It begins by outlining statutory small business contracting goals across agencies and programs. It then answers three basic questions for getting started: 1) which agencies buy specific products/services, 2) how to contact those agencies, and 3) how to market to them. The document recommends researching agency websites and attending outreach events. Overall, it emphasizes the importance of developing relationships, using contract vehicles, continuous marketing, and having the necessary resources to successfully compete for and fulfill federal contracts.
This presentation serves as information for the basics of government contracting.
Companies want to win more government contracts and government agencies want more qualified contractors. We’re here to help. GCA Florida is a state-wide trade association dedicated to connecting Florida businesses and non-profits with the tools, knowledge, and opportunities necessary to secure winning bids with federal, state, and local governments.
Our mission is to educate, facilitate, and advocate for members. We support our members through providing training resources, software tools, preparation, marketing strategies, and facilitation of relationships. We work with you to facilitate joint ventures, teaming, alliance and mentor-protege opportunities.
While creatively designing this piece I realized how much residents of our City could benefit from knowing more about the Procurement process.
It’s a great resource for newly certified firms, or certified firms that are looking to gain more insight and information about qualifying for contracts.
BTI Business Development Opportunity Zones 2016 Executive SummaryBTI Consulting Group
BTI Business Development Opportunity Zones helps you create your best path to growth in 2016. See WHERE there will be opportunities to grow in 2016 with BTI’s Industry Opportunity Matrix. Find out HOW to target and win those market advantages with in-depth Practice Area Assessments. Chart the best course of action for YOUR firm with detailed Strategies for Success. Order Your BTI Business Development Opportunity Zones 2016 now for the data and strategies to jump start your firm’s growth today.
Jennifer Schaus & Associates, a Washington DC based consulting firm presents this session on US Federal Government Contracting.
TOPIC: FEDERAL Govt Contracting - Life After 8a & Best Practices
ASSOCIATED AUDIO FILE: https://youtu.be/3BKSn_6Uk1o
EMAIL: JSchaus@JenniferSchaus.com
PHONE: 202-365-0598
LINKEDIN: https://www.Linkedin.com/in/jenniferschaus
ABOUT US: http://www.JenniferSchaus.com
SERVICES: Proposal Writing, Marketing, Sales, Biz Dev, SBA 8a Cert, GSA Schedules and more.
While creatively designing this piece I realized how much residents of our City could benefit from knowing more about the Procurement process.
It's a great resource for newly certified firms, or certified firms that are looking to gain more insight and information about qualifying for contracts.
This document provides guidance on writing effective capability statements. It defines a capability statement as a 1-2 page promotional statement about a business's skills and capabilities. It recommends including 5 key elements: 1) core competencies tailored to the target audience, 2) differentiators like facilities and experience, 3) past performance examples, 4) company data like certifications, and 5) contact information. The document emphasizes tailoring the statement to specific targets and using it to open doors and build relationships with potential customers, partners, and funders. It suggests various ways of sharing the statement, such as at events, on websites and through referrals.
Procurement & Government Contracting Compliance (Series: Corporate & Regulato...Financial Poise
The volume and complexity of transactions related to procurement are some of the reasons that transactions with the government are most vulnerable to corruption. State and federal regulatory compliance can be tough to navigate and the process can make even routine sales and marketing practices vulnerable to civil and criminal liability. This webinar analyzes the regulatory framework, including identification of some of the legal risks in solicitations, pre- and post-award bid protests, contract compliance, change orders, and contract claims and disputes. The webinar also discusses defense strategies of a company that is accused of fraud or civil non-compliance.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/procurement-government-contracting-compliance-2019/
8 Tips: Working with the Government and Finding Government Opportunities in ...Arrowhead Solutions, LLC
The document provides 8 tips for pursuing government contracts in the new fiscal year, including refining search engines to find opportunities, ensuring registration information is up-to-date, updating capabilities statements, and conducting market research for the agencies of interest. It advises proactive businesses to get a head start in the fiscal year by following the tips to properly pursue government opportunities and contracts. The document also promotes the services of Arrowhead Solutions to help guide companies through the government contracting process.
Executive Office of the President OBAMA June 6, 2012 memoKeven Barnes
This memorandum from the Office of Management and Budget provides guidance to agencies on three steps to improve small business contracting: 1) Maximizing opportunities for small businesses on contracts under the simplified acquisition threshold, 2) Increasing small business utilization on multiple award contracts, and 3) Strengthening accountability among senior leadership for meeting small business goals. Agencies are asked to take specific actions in each of these areas and report their progress to OMB.
The document provides a template for a business plan with 15 sections to guide the planning process. It includes sections on business vision, financing, marketing, operations, and growth strategies. Users are instructed to complete each section with their own business details using the template as a guide. The template is designed to help users develop a comprehensive business plan to start their business and secure necessary funding and approvals.
The document provides an overview of opportunities for small businesses to win federal contracts. It discusses that the federal government aims to award 23% of contracts to small businesses. It outlines various SBA certification programs like 8(a), HUBZone, and Service-Disabled Veteran-Owned that provide preferences. It recommends businesses register in systems like SAM, identify their NAICS codes, and find contract opportunities on sites like FedBizOpps. It also gives guidance on requirements for proposals, performance, payment, and resources for assistance.
Prospect engagement has never been more complex due to the recent economic and health crisis. To help CROs and sales leaders reassess risk, we’ve developed Sapphire Ventures’ COVID 19 Prospect Assessment Model to provide an easy way to build a complete understanding of your prospects’ health
and outlook across four key factors, so that you can effectively understand how best to engage and adjust your GTM motion.
The HUBZone program provides federal contracting assistance to small firms located in historically underutilized business zones. There are over 5,700 certified small businesses in the program. The program aims to increase employment opportunities and stimulate investment in designated areas that typically have low incomes or high unemployment. The Small Business Administration regulates the program and determines business eligibility. Certified HUBZone businesses receive benefits like set-aside contracts and a 10% price evaluation preference.
This document provides information about various small business certification programs including federal, state, and local programs. It discusses certification categories such as 8(a), HUBZone, Service Disabled Veteran Owned Small Business, and Women Owned Small Business. It also summarizes certification requirements, benefits, and the application process for programs like the Minnesota Small Business Procurement Program and CERT Program. Overall, the document serves to educate small businesses on certification options that can help them access contracting and procurement opportunities.
The document provides information on the veteran verification process through the Center for Veteran Enterprise (CVE). It discusses the required federal registrations, what qualifies a business as veteran-owned, and the CVE verification process which involves submitting documentation, undergoing an examination, possible site visit, and ultimate determination of approval or denial. Common reasons for denial include not meeting ownership and control requirements or providing incomplete documentation. The presentation aims to help veteran business owners successfully complete the CVE verification process.
The document is a presentation about updates to the SAM II system from Pat Dotter, the Southwestern Area Manager at PTAC MN. It outlines new features of SAM II including updated pages and a new "Processing" message. It also reviews how to update an entity profile, manage role requests, and adjust account settings within the new version of SAM II. Contact information is provided for Pat Dotter and PTAC MN if users need assistance.
Jeff Marcus is the global manager for Red Wing Shoe Company, managing over $200 million in contracts across 110 countries. Red Wing is a 108-year-old Minnesota-based company that manufactures work footwear and other personal protective equipment. It has 2 US factories, over 450 retail stores, and distribution in 110 countries, employing over 2,500 people worldwide. The document provides an overview of Red Wing's domestic and international business, product lines, and instructions for how to do business with the company.
U.S. Department of Labor - Wage & Hour Divisionjpeabody
This document provides guidance from the U.S. Department of Labor Wage and Hour Division on complying with prevailing wage requirements on federal contracts. It addresses topics like laborers and mechanics coverage, fringe benefits, computing overtime pay, and investigation procedures. The guidance explains how to properly classify workers, pay prevailing wages and fringe benefits, handle multi-rate employees, and calculate back wages owed when violations are found.
The State of Minnesota spends approximately $4 billion annually procuring a wide range of goods, services, and construction projects through both one-time purchases and long-term contracts. The Materials Management Division oversees the state's procurement processes and manages cooperative purchasing programs that allow other government entities to access state contracts. The document provides an overview of the state's procurement methods, requirements for soliciting bids and proposals, programs to promote small and diverse businesses, and resources for vendors.
The document provides information about doing business with the U.S. General Services Administration (GSA). It discusses GSA's role in providing goods and services to other government agencies in an efficient manner. It also outlines the key steps and programs small businesses need to be aware of to market themselves and pursue contracting opportunities through GSA, including obtaining a DUNS number, registering in the System for Award Management, and pursuing Multiple Award Schedule contracts which allow businesses to provide goods and services to the government.
The document provides information about doing business with the U.S. Environmental Protection Agency (EPA) and its Office of Small Business Programs (OSBP). It outlines EPA's mission to protect human health and the environment. OSBP supports this mission by fostering partnerships and contracting opportunities for small businesses. The document discusses EPA's procurement goals for small businesses, common contracts and services purchased, certification requirements, and tips for small businesses to pursue EPA opportunities.
Doing Business with Public Building Servicejpeabody
This document provides information about doing business with the General Services Administration's (GSA) Public Buildings Service (PBS) Great Lakes Region. It discusses GSA's regional structure, PBS priorities like meeting small business goals, the types of services and construction projects PBS procures, current budget and challenges, and strategies to address challenges like reducing energy costs. Contact information is provided for the PBS Great Lakes Region Small Business Office and Acquisition Management Division for any questions.
The document discusses marketing materials for small businesses seeking government contracts, including capabilities statements, past performance narratives, business cards, and email signatures. It provides guidance on what information to include in one-page capabilities statements to concisely convey a company's qualifications, competencies, and differentiation. It also outlines what should be included in past performance narratives and recommendations for designing clear and informative business cards and email signatures. The overall goal is to effectively communicate a company's capabilities and value proposition to government customers.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
The document provides information about an online course on bidding and estimating from the Minnesota Department of Transportation. The course takes about an hour to complete and provides a Bidding & Estimating Certificate upon finishing. It also includes a link to a website that allows users to search for requests for proposals, bids, and contracts from government agencies.
8(a) Business Development Program Orientationjpeabody
The document provides information about the SBA's 8(a) Business Development Program. It outlines the program's goals of promoting business development and competitive viability for small businesses owned by socially and economically disadvantaged individuals. Eligibility requirements include demonstrating social and economic disadvantage, meeting size standards, and being at least 51% owned and controlled by disadvantaged individuals. The program offers contracting assistance, training, and other benefits to help participants compete more effectively. Applying firms must submit an application and meet all eligibility criteria.
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This workshop is geared to current SAM users and those who have already completed the initial migration and update of the old CCR. Topics include: latest updates, new errors, old problems that are still evident, some work arounds and knowing when and who to call for help. Also, learn about annual updates, updating NAICS and PSC and other business information.
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This work shop is geared to those who are first time users of SAM. Topics include: successfully creating your personal SAM account, locating and connecting to your migrated old CCR account, updating the old CCR or creating a first time business profile in SAM. The goal of this workshop is for participants to be able to “get it right the first time.”
This document provides information and resources for starting a business. It discusses developing a business plan, which includes a narrative section and financial section and outlines goals and plans for success. The business plan is necessary for obtaining financing and helping the business grow. The document also covers determining the business entity structure, insurance needs, financing options, whether to take on partners, and monitoring cash flow once operations begin. Resources for starting a business are also listed.
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The document provides information about various small business certification programs available at the federal, state, and local levels. It discusses certification options including the Federal 8(a) Business Development program, HUBZone program, state of Minnesota DBE and Targeted Vendor programs, and local CERT programs. The document also addresses why certification is required, benefits of certification such as price preferences and contracting opportunities, and eligibility requirements for different programs.
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This workshop will provide an overview and details about contracting with the State of Minnesota. Topics to be covered include an overview of the state’s purchasing practices; where the dollars come from; how the dollars can be spent; how to get registered as a vendor; where to find business opportunities; and State expectations of contractors.
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This document provides an overview of the GSA Schedule Program. It discusses the benefits of obtaining a GSA Schedule, including preferred access to the federal market and expedited procurement processes. The presentation outlines the key steps involved in applying for a GSA Schedule, including identifying appropriate schedules, developing a proposal, negotiations, and post-award administration. It also reviews realities of marketing to the government such as the need for persistence and understanding agency buying processes. Online resources for additional GSA information are also provided.
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesHolger Mueller
Holger Mueller of Constellation Research shares his key takeaways from SAP's Sapphire confernece, held in Orlando, June 3rd till 5th 2024, in the Orange Convention Center.
How MJ Global Leads the Packaging Industry.pdfMJ Global
MJ Global's success in staying ahead of the curve in the packaging industry is a testament to its dedication to innovation, sustainability, and customer-centricity. By embracing technological advancements, leading in eco-friendly solutions, collaborating with industry leaders, and adapting to evolving consumer preferences, MJ Global continues to set new standards in the packaging sector.
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Dive into the steadfast world of the Taurus Zodiac Sign. Discover the grounded, stable, and logical nature of Taurus individuals, and explore their key personality traits, important dates, and horoscope insights. Learn how the determination and patience of the Taurus sign make them the rock-steady achievers and anchors of the zodiac.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.AnnySerafinaLove
This letter, written by Kellen Harkins, Course Director at Full Sail University, commends Anny Love's exemplary performance in the Video Sharing Platforms class. It highlights her dedication, willingness to challenge herself, and exceptional skills in production, editing, and marketing across various video platforms like YouTube, TikTok, and Instagram.
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
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Part 2 Deep Dive: Navigating the 2024 Slowdownjeffkluth1
Introduction
The global retail industry has weathered numerous storms, with the financial crisis of 2008 serving as a poignant reminder of the sector's resilience and adaptability. However, as we navigate the complex landscape of 2024, retailers face a unique set of challenges that demand innovative strategies and a fundamental shift in mindset. This white paper contrasts the impact of the 2008 recession on the retail sector with the current headwinds retailers are grappling with, while offering a comprehensive roadmap for success in this new paradigm.
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.
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The Evolution and Impact of OTT Platforms: A Deep Dive into the Future of Ent...ABHILASH DUTTA
This presentation provides a thorough examination of Over-the-Top (OTT) platforms, focusing on their development and substantial influence on the entertainment industry, with a particular emphasis on the Indian market.We begin with an introduction to OTT platforms, defining them as streaming services that deliver content directly over the internet, bypassing traditional broadcast channels. These platforms offer a variety of content, including movies, TV shows, and original productions, allowing users to access content on-demand across multiple devices.The historical context covers the early days of streaming, starting with Netflix's inception in 1997 as a DVD rental service and its transition to streaming in 2007. The presentation also highlights India's television journey, from the launch of Doordarshan in 1959 to the introduction of Direct-to-Home (DTH) satellite television in 2000, which expanded viewing choices and set the stage for the rise of OTT platforms like Big Flix, Ditto TV, Sony LIV, Hotstar, and Netflix. The business models of OTT platforms are explored in detail. Subscription Video on Demand (SVOD) models, exemplified by Netflix and Amazon Prime Video, offer unlimited content access for a monthly fee. Transactional Video on Demand (TVOD) models, like iTunes and Sky Box Office, allow users to pay for individual pieces of content. Advertising-Based Video on Demand (AVOD) models, such as YouTube and Facebook Watch, provide free content supported by advertisements. Hybrid models combine elements of SVOD and AVOD, offering flexibility to cater to diverse audience preferences.
Content acquisition strategies are also discussed, highlighting the dual approach of purchasing broadcasting rights for existing films and TV shows and investing in original content production. This section underscores the importance of a robust content library in attracting and retaining subscribers.The presentation addresses the challenges faced by OTT platforms, including the unpredictability of content acquisition and audience preferences. It emphasizes the difficulty of balancing content investment with returns in a competitive market, the high costs associated with marketing, and the need for continuous innovation and adaptation to stay relevant.
The impact of OTT platforms on the Bollywood film industry is significant. The competition for viewers has led to a decrease in cinema ticket sales, affecting the revenue of Bollywood films that traditionally rely on theatrical releases. Additionally, OTT platforms now pay less for film rights due to the uncertain success of films in cinemas.
Looking ahead, the future of OTT in India appears promising. The market is expected to grow by 20% annually, reaching a value of ₹1200 billion by the end of the decade. The increasing availability of affordable smartphones and internet access will drive this growth, making OTT platforms a primary source of entertainment for many viewers.
Understanding User Needs and Satisfying ThemAggregage
https://www.productmanagementtoday.com/frs/26903918/understanding-user-needs-and-satisfying-them
We know we want to create products which our customers find to be valuable. Whether we label it as customer-centric or product-led depends on how long we've been doing product management. There are three challenges we face when doing this. The obvious challenge is figuring out what our users need; the non-obvious challenges are in creating a shared understanding of those needs and in sensing if what we're doing is meeting those needs.
In this webinar, we won't focus on the research methods for discovering user-needs. We will focus on synthesis of the needs we discover, communication and alignment tools, and how we operationalize addressing those needs.
Industry expert Scott Sehlhorst will:
• Introduce a taxonomy for user goals with real world examples
• Present the Onion Diagram, a tool for contextualizing task-level goals
• Illustrate how customer journey maps capture activity-level and task-level goals
• Demonstrate the best approach to selection and prioritization of user-goals to address
• Highlight the crucial benchmarks, observable changes, in ensuring fulfillment of customer needs
Structural Design Process: Step-by-Step Guide for BuildingsChandresh Chudasama
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Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
Organizational Change Leadership Agile Tour Geneve 2024
Preparing proposals checklists
1. 2
Table of Contents
Subject Page
Bidding Basics……………………………………………………….……….……..…..3.
Bid Checklist……………………………………………………….……….…….…….7.
Competitive Sealed Proposals…………………………………….………….………....9.
Components of a Proposal…………………………………….……………………….14.
Proposal Checklist………………………………………….…………………………..16.
2. 3
There is a lot of detail work involved in preparing a bid or proposal for the federal government. Because
government contracts must meet specific legal criteria, bids must be filled out flawlessly. Submitting a
form with a set of numbers missing, or sending it to the wrong agency may end your chances for winning
a potentially lucrative contract.
Before you get involved in the bidding process, take some time to lay the groundwork for successful
bidding.
Know Your SIC and NAICS Codes
There is a Standard Industrial Classification (SIC), and North American Industry Classification codes for
every category of business the government deals with. Each code also shows a size category for the
purpose of determining what the government considers to be a "small business" within that industry. You
can research the codes at www.naics.com
Register In the Central Contractor Registration Database (CCR)
This can be accomplished by visiting the website at www.ccr.gov The CCR registration is scheduled to
replace the SF 129 filing with various government agencies and is the vehicle for obtaining your Trading
Partner Identification Number (TPIN) and Commercial and Government Entity (CAGE) Code. You must
have a DUNS number to register.
Get a DUNS number
DUNS stands for Data Universal Numbering System. Your DUNS number identifies your individual
business and lets the government know your location. It is required for any company doing business with
the government. To get one at no charge, visit www.dnb.com.
Meet Your Small Business Specialist
Once you've identified all the government agencies that are your potential customers, begin introducing
yourself to their small business specialists (SBS). Most procurement offices have such a person, usually
in an office known as a SADBUS (Small and Disadvantaged Business Utilization Specialist). SADBUS
are among your greatest allies in marketing to the government because their mission is to recruit new
small and disadvantaged business owners and to help them learn how best to do business with their
facility.
Price Yourself Carefully
If you are responding to an IFB (Invitation for Bid), do your pricing very carefully, since the low bid
wins, in most cases. Base your price quote on only what the IFB asks for. If you include "extras," you will
price yourself out of the market and lose the bid. Double check your math to ensure that you don't wind
up as the winning low bid because you left off a zero and are now compelled to sell the government
$5,000 worth of widgets for $500!
Bidding Basics
3. 4
Do Your Homework Before Submitting Bids
Before you spend the time and money drafting a proposal, check the history of the procurement to absorb
all the information possible concerning the item/service. If you simply write up a bid after reading a
solicitation you are almost certain to lose. This can be discouraging as well as expensive.
Bid Wisely and Selectively
No business -- large or small -- is going to win most of the contracts they bid for. At best, you will win
fewer than half the contracts you bid on. Bid only when you know enough about the procurement history
to be sure you have a reasonable chance of success; when you know your price is extremely competitive
(and still profitable for you!); and when your qualifications are a near perfect match with the
requirements. If the solicitation calls for 5 years' experience, don't waste your time trying to get by with 3
1/2 years.
Focus On Giving Best Value
This is one of the hottest buzzwords in procurement these days as the government struggles to evaluate
low price versus value for the money spent. For example, if your proposal includes value-added items
such as training to go along with the computer software you're selling, you will increase your chances of
winning. However, don't try to sell something the bid document didn't ask for. One tip is to isolate the
"shall" statements in the bid document to make sure you don't omit a single requirement.
Socio-Economic Considerations
Special advantages exist in government contracting for specific businesses. It would certainly benefit you
to review the programs available to small businesses and determine whether you qualify for participation
in them. These programs offer significant considerations for those who qualify.
Small Businesses
The U. S. Small Business Administration (SBA) has prepared a guide to assist the general public in
understanding SBA’s definitions of a small business. They are termed “size standards,” and represent the
largest a firm can be and still be considered a small business. This guide provides general information on
size standard requirements and also addresses most of the typical concerns of the public regarding the use
of size standards.
Effective October 1, 2000, SBA established a new table of small business size standards based on the
North American Industry Classification System (NAICS). This new table replaced the table that was
based on the Standard Industrial Classification system (SIC). The SBA increased size standards for
inflation effective February 22, 2002. They updated this “Guide to Small Business Size Standards” to
reflect the new small business size standards, based on the NAICS. For more information on this, we
suggest you visit the SBA Website at http://www.sba.gov/size/.
This guide is advisory only, and does not carry any legal weight. The SBA has written it in nontechnical
language. For further information the user of this guide may contact the sources listed at the end or
consult the applicable regulations in the Code of Federal Regulations.
4. 5
The regulations specifying size standards and governing their use are set forth in Title 13, Code of Federal
Regulations, part 121 (13 CFR § 121), Small Business Size Regulations. SBA’s size regulations as they
pertain to Federal procurement are also found in the Federal Acquisition Regulation, 48 CFR § 19. These
regulations do have legal bearing on size determinations and size appeal rulings made by SBA.
Small Disadvantaged Businesses (8a)
The SBA administers two particular business assistance programs for small disadvantaged businesses
(SDBs). These programs are the 8(a) Business Development Program and the Small Disadvantaged
Business Certification Program. While the 8(a) Program offers a broad scope of assistance to socially and
economically disadvantaged firms, SDB certification strictly pertains to benefits in Federal procurement.
Companies which are 8(a) firms automatically qualify for SDB certification.
Today’s 8(a) Business Development Program is strengthened and improved to be a truly effective
business development vehicle. New regulations permit 8(a) companies to form beneficial teaming
partnerships and allow Federal agencies to streamline the contracting process. New rules make it easier
for non-minority firms to participate by proving their social disadvantage. The SBA has also implemented
the new Mentor-Protégé Program to allow starting 8(a) companies to learn the ropes from graduated 8(a)
firms.
The new and improved 8(a) Program has become an essential instrument for helping socially and
economically disadvantaged entrepreneurs gain access to the economic mainstream of American society.
The SBA has helped thousands of aspiring entrepreneurs over the years to gain a foothold in government
contracting. Participation is divided into two phases over nine years: a four-year developmental stage and
a five-year transition stage. In fiscal year 1998, more than 6,100 firms participated in the 8(a) Program
and were awarded $6.4 billion in Federal contract awards.
Benefits of the Small Disadvantaged Business Program
Participants can receive sole-source contracts, up to a ceiling of $3 million for goods and services and $5
million for manufacturing. While the SBA helps 8(a) firms build their competitive and institutional know-
how, the agency also encourages them to participate in competitive acquisitions.
Federal acquisition policies encourage Federal agencies to award a certain percentage of their contracts to
SDBs. To speed up the award process, the SBA has signed Memorandums of Understanding (MOUs)
with 25 Federal agencies allowing them to contract directly with certified 8(a) firms.
Recent changes permit 8(a) firms to form joint ventures and teams to bid on contracts. This enhances the
ability of 8(a) firms to perform larger prime contracts and overcome the effects of contract bundling, the
combining of two or more contracts together into one large contract.
Program goals require 8(a) firms to maintain a balance between their commercial and government
business. There is also a limit on the total dollar value of sole-source contracts that an individual
participant can receive while in the program: $100 million or five times the value of its primary NAICS
code. The overall program goal is to graduate firms that will go on to thrive in a competitive business
environment.
To achieve this end, SBA district offices monitor and measure the progress of participants through annual
reviews, business planning, and systematic evaluations. 8(a) participants may take advantage of
specialized business training, counseling, marketing assistance, and high-level executive development
5. 6
provided by the SBA and its resource partners. They may also be eligible for assistance in obtaining
access to surplus government property and supplies, SBA-guaranteed loans, and bonding assistance.
Eligibility Requirements
To qualify for the program, a small business must be owned and controlled by a socially and
economically disadvantaged individual. Under the Small Business Act, certain presumed groups include
African Americans, Hispanic Americans, Asian Pacific Americans, Native Americans, and Subcontinent
Asian Americans. Other individuals can be admitted to the program if they show through a
"preponderance of the evidence" that they are disadvantaged because of race, ethnicity, gender, physical
handicap, or residence in an environment isolated from the mainstream of American society. In order to
meet the economic disadvantage test, all individuals must have a net worth of less than $250,000,
excluding the value of the business and personnel residence.
Successful applicants must also meet applicable size standards for small business concerns; be in business
for at least two years; display reasonable success potential; and display good character. Although the two-
year requirement may be waived, firms must continue to comply with various requirements while in the
program.
Applying to the 8(a) Program
You can apply to the 8(a) Program by contacting any SBA district office. For more information or
questions, call the Division of Program Certification & Eligibility at (202) 205-6417.
The Georgia District Office is located at:
233 Peachtree Street, NE, Suite 1900
Atlanta, GA 30303
Phone: (404) 331-0100
The HUBZone Contracting Program
The HUBZone Empowerment Contracting Program stimulates economic development and creates jobs in
urban and rural communities by providing Federal contracting preferences to small businesses. These
preferences go to small businesses that obtain HUBZone (Historically Underutilized Business Zone)
certification in part by employing staff who live in a HUBZone. The company must also maintain a
"principal office" in one of these specially designated areas.
Find the Location of a HUBZone in Your Area
Simply log onto the web at http://www.sba.gov/hubzone and select the option ‘Are You in a HUBZone?’
You can search the system using several designations, including a specific address, a county or a full
state.
6. 7
Bid Checklist
1. RFQ DOCUMENTS
Obtain complete copy of Bid Package including ALL drawings and specifications.
Distribute Bid Package to appropriate staff.
Review Bid Package for missing pages/sections.
Have you read all materials referred to but not included with the solicitation?
Do you understand all requirements of the Bid Package? (If not, request clarification from the
Contracting Officer)
Prepare questions for submission to Contracting Officer.
Receive and review responses to questions.
Collect, distribute and review pertinent background documents.
2. PERSONNEL (As Required)
Prepare packet of materials for long-term candidates.
Prepare personnel checklists/tracking list for candidate documents.
Prepare commitment letter(s) for signature by candidates.
Recruit long-term staff and consultants.
Collect resumes.
Sort resumes by category/areas of expertise.
Review resumes.
Identify best candidates and alternates.
Confirm candidates' interest/availability.
Obtain additional info from candidates for resumes, if necessary.
Obtain signed letters of commitment from candidates.
Review personnel checklists for missing items.
Determine format for re-written resumes.
Re-write resumes.
Prepare skills matrices.
3. PAST PERFORMANCE REFERENCES (As Required)
Update and/or prepare past performance information as needed.
Review for accuracy and completeness.
7. 8
4. Bid Preparation
Have you rechecked your answers, your math, and your price quotes to make sure they are
accurate and complete?
Have you verified unit prices and inserted them in the proper places?
Are you confident that you can meet all contract requirements (such as services offered, materials
used, manufacturing , procedures, quality levels, testing, and packaging? And is your bid price enough
so you can meet these requirements and still make a reasonable profit?
Have you refrained from qualifying your bid by adding or taking exceptions to the bid
documents? Additions of unwanted part numbers, exceptions to items and conditions of the
solicitation, or inclusion of any type of contingency statement will result in your bid being declared
nonresponsive.
Have you signed in ink and dated the solicitation in all sections where required, including any
certifications that apply to your business? Remember, that a letter of transmittal is not necessary.
Proper and accurate completion of the forms provided is all that is necessary.
Have you properly acknowledged, signed, and returned to the purchasing office all amendments to
the solicitation?
Have you correctly addressed the envelope containing your bid to the contracting office listed in
the solicitation and identified it as a bid or proposal?
Have you allowed enough time for the bid to reach the contracting office before the posted
deadline?
Have you placed sufficient postage on the envelope used for returning your bid?
If you plan to have the bid hand-delivered, do you have the room number and other information
necessary to get the bid to the right place before the time set for the bid opening?
Do you have at least one file copy of the final version of your bid?
Have you retained your original worksheet used in preparing your bid?
Have you entered all your entries in ink and signed your bid? Have you initialed in ink any
corrections to errors?
8. 9
The most flexible, but sometimes complicated, means of procuring goods and services is by competitive
sealed proposal, sometimes called "Request for Proposal" (RFP). This method is used when the
government is unable to define all the requirements of procurement or when factors in addition to price
are important enough to require evaluation. In an RFP process, the government may decide to conduct
discussions with offerors or to award a contract without discussions. The RFP must state all of the
evaluation factors, including price and their relative weight. Factors not specified in the RFP can't be
considered in the evaluation.
What is an RFP?
A Request for Proposals (RFP) is the solicitation package containing the information necessary for
prospective contractors to prepare proposals. Most RFPs follow the same format as Invitations for Bids
(IFBs).
In response to an RFP, prospective contractors submit their price, plus a technical proposal spelling out
how they will fulfill the need described in the solicitation. RFPs include the criteria by which proposals
will be evaluated by an Source Selection Committee.
The recommendations for preparing a bid similarly apply to preparing your proposal. When you respond
to an RFP, pay particular attention to the evaluation criteria and the relative importance of each factor. If
more emphasis is placed on a "workplan," for example, that part of your proposal should be developed
with special care.
What is Negotiation?
The negotiation procedure within the RFP process permits bargaining between the government and the
offerors before the final award of a contract. Depending on the size and complexity of the requirement,
negotiation may include discussion; persuasion; changes in positions; and give-and-take on price,
schedule, technical requirements, type of contract, or other contract terms.
Contracting officers use RFPs whenever sealed bidding is not appropriate; that is, whenever it is not
practicable or advantageous to use sealed bidding. Generally, RFPs will be used if the award will be
based on factors other than price alone or if discussions are necessary.
How Suppliers are Selected
In selecting among offers submitted in response to an RFP, the source selection committee considers not
only price, but also the offeror's ability to carry out the terms of a contract. Selection includes the
evaluation of initial technical and cost/price proposals and may additionally include, discussions between
the agency and offerors, and the submission and evaluation of "best and final offers."
Competitive Sealed Proposals
9. 10
Evaluation of Proposals
Government agencies evaluate proposals based on the factors as specified in the solicitation. These may
include work plan, proposed contract personnel, the offeror's experience, price quotations, quality, and
other criteria. Selection is based on the evaluation of proposals by a selection committee or review panel,
composed of persons posessing various skills who are qualified to evaluate the proposals, who rank
offerors according to the set criteria.
Where award will not be based on only the evaluation of initial proposals, the agency, under the direction
of the Contracting Officer, will determine which proposals are competitive enough to remain under
consideration sometimes called the "Competitive Range."
Discussions
Discussions may include issues related to the offeror's technical proposal, price or other terms and
conditions of the proposed contract. Leveling or technical transfusion are not permitted.
Best and Final Offers
After conclusion of discussions, offerors may be invited to submit "best and final offers." At this time,
offerors can make their prices as competitive as possible and address questions and concerns specifically
raised during discussions.
Qualifying for Consideration
Just as in sealed bidding, an offeror must be considered responsible in order to receive a contract.
Responsiveness in RFPs does not play as significant a role as it does in competitive sealed bidding.
Responsible Offers
In determining responsibility, the Contracting Officer will consider a firm's facilities, production
capabilities, quality control, financial status, credit rating, performance on previous government contracts,
and business integrity.
The RFP
• Read it once, and then read it again. And again. Then check to assure you received all pages.
Experienced bidders know that several readings of an RFP are necessary for a complete
understanding of what is required.
• Be aware that information critical to your bid may be scattered among many different
sections of an RFP.
• Put the RFP in a 3-ring binder for easy use as a reference document. You might also want to
insert dividers in front of each important section for quick reference.
• Use small "Post-It"™ notes at the edge of a page to mark important pages or paragraphs. That
way, you can find them quickly.
10. 11
QUESTIONS ABOUT THE RFP
• If you don't understand some of the information in the RFP, you can, and should, submit
written questions to the Contracting Officer.
• Some RFPs specify a date by which questions are due. Make sure you send in your questions
before the due date or they may not be considered.
• Be aware that the Government's response to all submitted questions is distributed to all
bidders, usually through a written amendment to the RFP. Although you and your firm will not
be identified as the "asker" of specific questions, the way in which you word your questions
could provide important information to your competitors. Word your questions carefully to
ensure that you don't give away information on your strategy or pricing.
• If you call the Contracting Officer to obtain or clarify information in an RFP, be aware that
verbal information given to you by the Government is not binding.
THE PROPOSAL OUTLINE
• If you have downloaded an RFP from the Internet, you can use that file to begin constructing
your proposal outline.
• Some people prepare an annotated outline as well as a basic outline. An annotated outline can
contain important points from the RFP, as well as your own information on what you are
planning to say in each section.
• If you prepare an annotated outline, copy your file, save it under a different name, and delete
the annotations. The result will be a basic outline which you can use for easier viewing and
tracking of proposal sections and subsections.
• For each section and/or subsection of your outline, indicate the estimated number of pages that
will be written, the person responsible for doing the writing, and the evaluation points.
• Put important instructions on the first page or at the top of your outline, so you don't have to
rummage through the RFP to find them. These instructions might include: proposal due date
and time, number of copies, page limits, font size, page margins, packaging and delivery
instructions.
11. 12
THE PROPOSAL SCHEDULE
• Make one and stick to it!
• You might want to make a separate schedule for preparation of the cost/business proposal.
• Make sure you leave plenty of time for copying, binding, and delivering the proposal.
Remember, the copier knows that an important document is being copied, so it will break, jam
or smudge. Have a back-up plan that includes having extra paper and toner on hand and
sending the proposal out to be copied.
• Distribute the schedule to all members of your proposal team.
PROPOSAL PREPARATION
• Make sure you are familiar with the instructions in the RFP.
• Study the proposal evaluation criteria and the points allocated to each section/subsection of the
technical proposal, as well as the points that are allocated to cost. This information will tell you
what to emphasize and where to put your efforts with regard to proposal preparation.
• Hold initial and regular follow-up meetings with your proposal team to discuss strategies,
progress and problems.
• To the extent possible, your Technical Approach and strategy should provide answers to the
following questions: who, what, when, where, how, and why.
• Depending upon the instructions in the RFP, your Management Section might contain a
discussion on how you will manage the overall project, a discussion on how you will manage
and oversee the work of your staff and subcontractors (if any), an organization chart of the
project, and position descriptions of project staff.
• In your Personnel Section, you may be required to include narrative information on the
experience and skills of the staff members you are proposing for the project and/or their
resumes.
• In your Related Experience or Capabilities Section, you may need to demonstrate that you have
performed similar or related work for this or other clients.
• Your proposal may have other sections such as an Executive Summary, a discussion of your
Understanding of the Problem, Appendices, or other required information as specified in the
RFP.
12. 13
• Don't assume that the Government knows your organization's capabilities, staff or the projects
you have carried out. The Government is supposed to evaluate only the specific information
contained in your proposal. That means it must be written down in accordance with RFP
instructions.
• Use tables, charts and graphics to summarize information ("a picture says a thousand words")
or to break up your narrative.
• Check the entire proposal for the following: technical consistency; spelling; page numbering;
section/subsection numbering or letting; consistency of appearance of headings, subheadings,
font types and font sizes.
• Make sure you have filled in and signed all the forms in the RFP that you must return with your
bid.
• Before and after copying your technical and cost proposals, check to see that each copy
contains all pages and that they are in the proper order.
COSTING
• You have a technical strategy -- you should also have a costing strategy!
• Don't wait until the last minute to begin gathering cost information that you will need to prepare
your budget.
• Be aware of and understand the type of contract you are bidding: fixed-fee, cost-plus, cost-
reimbursement, time and materials, etc. This will likely affect the way you price your proposal.
• Prepare a spreadsheet template or checklist of items to include in your budget.
• Make sure your budget is consistent with what you are proposing to do or provide.
• You may need to develop some specific assumptions for budgeting purposes. If appropriate,
you can include these assumptions in your cost/business proposal on a separate page or as
footnotes to your budget. In any event, always document your assumptions so that you can refer
to them later and make changes if needed.
• Check and re-check your numbers and formulas. Review the hard copy of your budget to help
in spotting errors.
• Make sure that your budget can be easily read. Don't use a font that is too small.
13. 14
Executive Summary: Your summary of the entire proposal; 1 page
Project Description: Nuts and bolts of how your company will accomplish the project
Statement of Work (SOW)/Statement of Objectives (SOO): Describe how your company will comply
with the requirements of the SOW/SOW assuring each and every requirement is addressed.
Cost and Pricing Data: Breakdown costs incurred by your company including overhead, if required.
Organization Information: History and background of your company including your past performance
history and products/service offered. Also include biographies/resumes here, if required.
Conclusion: summary of the proposal's main points; 2 paragraphs
IF YOU WIN
• Congratulations!
• You now have to actually manage and implement your project.
IF YOU LOSE
• You can call the Contracting Officer to arrange an in-person or telephone debriefing to find out
the reasons for your loss. The debriefing could also provide a basis for submitting a protest.
• Try not to get too discouraged -- no one can win all the time.
• Learn from your experience and apply that learning to your next bid.
BID/PROPOSAL PITFALLS - Don't Let These Happen to You!
• Failure to follow the RFP instructions regarding organization of the bid/proposal, inclusion of
required information, page limits, volumes, etc.
• Failure to take evaluation criteria and allocated points into consideration when preparing your
response.
• Failure to understand and to demonstrate an understanding of the problem (i.e., the reason why
the agency is issuing the RFP).
• Failure to submit your proposal on the required date and time.
• Failure to include all of the information requested by the Agency.
• Failure to tailor your response to the specific RFP.
Components of a Proposal
14. 15
• Costs/budgets are unreasonable (too high or too low) or incomplete.
• Costs/budgets do not provide any detail or breakdown information (if required) for line and
sub-line items.
• Failure to include specifics of your proposed approach to the project.
• Proposal is unprofessional in appearance (e.g., typos, blank pages, unnumbered pages,
smudges, no whitespace, sloppy-looking, etc.). This reflects poorly upon your company.
• Proposal is poorly written (e.g., information is not presented/organized in a logical manner,
proposal is difficult to follow, poor grammar, etc.).
• Proposal merely repeats or paraphrases the RFP.
• Proposal does not explain how or by whom the project will be managed.
• Proposal does not contain RELEVANT information about your firm, its capabilities, and/or its
management and staff.
• Proposal does not demonstrate that your firm/organization and personnel have the experience
and capability to carry out the project.
15. 16
Proposal Checklist
1. RFP DOCUMENTS
Obtain complete copy of RFP.
Distribute RFP to appropriate staff.
Review RFP for missing pages/sections.
Prepare questions for submission to Contracting Officer.
Receive and review responses to questions.
Collect, distribute and review pertinent background documents.
2. PARTNERS
Identify partners to participate in bid.
Determine type of partnership arrangement.
Prepare teaming or other type of appropriate agreements.
Receive signed agreements from partners.
Determine each partner's level of effort for project.
Number and type of long-term staff.
Number and type of consultants.
3. TECHNICAL STRATEGY
Hold strategy meetings.
Identify the partnership's strengths and weaknesses.
Identify competition and their strengths and weakness.
Identify ways to differentiate partnership from competition.
Develop strategic themes.
Develop strategy for each component and overall.
16. 17
4. TECHNICAL PROPOSAL
Prepare draft outline/revise as needed.
Identify & select writers for each section.
Determine page numbers for each section.
Determine document format (font, major/minor headings, etc.).
Provide writers with written formatting guidelines/instructions.
Prepare/distribute list of nomenclature, abbreviations, acronyms.
Identify and provide writers with relevant sections from past proposals.
Prepare schedule/identify due dates for draft sections.
Determine review, feedback and editing process for written sections.
Ensure compatibility of software packages and versions.
Ensure compatibility of document transmission via e-mail.
Ensure sufficient quantities of appendix materials are available.
5. PERSONNEL (As Required)
Prepare packet of materials for long-term candidates.
Prepare personnel checklists/tracking list for candidate documents.
Prepare commitment letter(s) for signature by candidates.
Recruit long-term staff and consultants.
Collect resumes.
Sort resumes by category/areas of expertise.
Review resumes.
Identify best candidates and alternates.
Confirm candidates' interest/availability.
Obtain additional info from candidates for resumes, if necessary.
Obtain signed letters of commitment from candidates.
Review personnel checklists for missing items.
Determine format for re-written resumes.
Re-write resumes.
Prepare skills matrices.
17. 18
6. PAST PERFORMANCE REFERENCES (As Required)
Use RFP format if required.
Update and/or prepare past performance information as needed.
Review for accuracy and completeness.
7. PACKAGING (As Required)
Select cover design (map, picture, graphic, etc.).
Identify info for cover (RFP #, date, submitted to/by, etc.).
Prepare cover.
Determine how proposal will be packaged.
Purchase binder rings and covers, if needed.
Purchase notebooks if needed.
Purchase dividers/tabs if needed.
Ensure sufficient quantities of all packaging items are available.
8. FINISHING TOUCHES
Spell check all sections.
Gather appendix materials.
Prepare Table of Contents.
Prepare Transmittal Letter.
Prepare Inside Cover Sheet for Technical Proposal.
Prepare Section Tabs/Dividers for Technical Proposal.
9. PRODUCTION
Determine where and by whom proposal will be reproduced.
Insert special pages, charts, etc., if required .
Insert appendix materials.
Check pages in each copy for legibility.
Check each copy to ensure no pages are missing.
18. 19
10. PROPOSAL DELIVERY/LOGISTICS
Preparations for Delivery
Obtain packaging materials (boxes, wrapping paper, tape).
Purchase box handle (if needed for hand carrying).
Prepare label for technical proposal.
Prepare outside address label.
Mark "original" on 1 copy technical proposal.
Prepare receipt (for hand carrying).
Mailing
Check courier service schedules (# days required for delivery).
Wrap technical proposal and affix "technical proposal" label.
Affix outside address label.
Hand Carrying
Identify person to carry proposal.
Make airline and hotel reservations.
Wrap technical proposal and affix "technical proposal" label.
Affix outside address label.
Affix handle, if required.
Provide receipt to person who will hand-carry proposal.
19. How to Get Ready to Prepare a Bid Proposal
1. Identify the actual end user(s), and look for opportunities to meet and develop a
relationship with the end user.
2. Attempt to identify customer’s needs before an RFP is formally advertised.
3. Find out what problems need to be solved, and position yourself as the problem-
solver.
4. Identify and make suggestions to the RFP-writer.
5. Find out what fears the end user has so the appropriate reassurances can be
incorporated into your proposal.
6. Provide the end user and RFP-writer with information like a draft scope of work,
background on product/services, specifications, cost estimates, and white papers.
7. Identify who is on the bid/proposal evaluation committee and what their “hot
buttons” are.
8. Identify anyone who knows the end users to provide additional insights.
9. Find out if there is an incumbent and who it is.
10. If there is an incumbent, determine how pleased the end user is with the
incumbent’s performance.
11. Make sure you can meet all the requirements, or assemble a team who can.
12. Score yourself against the solicitation’s evaluation criteria.
13. Articulate why you should be awarded the contract, and incorporate this thinking
into your proposal.