Completes the module Communicating your Plan from the Bid to Win APMP Foundation Accreditation Preparation programme.
Covers the Schedule Development, Proposal Risk Management and Kick Off Meeting Management KCAs from the APMP Accreditation Syllabus
APMP Foundation: Winning Price DevelopmentBid to Win Ltd
This document discusses developing strategy for winning price targets in proposals. It covers understanding the difference between value and price, examining the development of sound business cases, learning how to work with others to set cost targets, analyzing competitors and customers to establish winning price targets, and building up to the winning price by considering what the prospect values, their budget, the target price, solution costs, competitors' prices, and the winning price. It emphasizes that showing value is important to win when displacing incumbents, changing processes, or when doing nothing is a viable alternative. It provides guidance on establishing value propositions, setting cost and price targets, using top-down and bottom-up approaches together, and positioning prices relative to competitor value in
APMP Foundation: Developing Proposal StrategyBid to Win Ltd
This document provides guidance on developing a proposal strategy. It discusses identifying customer needs, issues, and decision criteria. It also covers analyzing competitors' strengths and weaknesses from the customer's perspective. The document teaches how to develop a proposal strategy statement that addresses what and how the strategy will be implemented in the proposal. It stresses linking benefits to differentiating features through theme statements that answer why the customer should choose your solution. The goal is to develop a concise strategy and themes to guide the proposal development and sales messaging.
APMP Foundation: Managing Time, Cost and QualityBid to Win Ltd
Sixth module in the Bid to Win APMP Foundation Accreditation preparation programme.
Covers the syllabus topics:
- Daily Team Management
- Storyboard Revie Management
- Final Document Review Management
- Production Management
APMP Foundation: Proposal Outline DevelopmentBid to Win Ltd
Second session in the Planning the Proposal Phase module of Bid to Win's APMP Foundation Accreditation preparation webinars.
In this webinar we shall learn about the purpose and content of the proposal outline, and how it can help us get organised.
APMP Foundation: Proposal Process ManagementBid to Win Ltd
The correct answer is a. The Pursuit Decision.
After the Opportunity Assessment is completed, management makes a Pursuit Decision on whether to pursue the opportunity further based on the assessment findings. This kicks off the Capture Planning phase.
The other options listed are decisions that occur later in the process flow.
APMP Foundation: Winning Price DevelopmentBid to Win Ltd
This document discusses developing strategy for winning price targets in proposals. It covers understanding the difference between value and price, examining the development of sound business cases, learning how to work with others to set cost targets, analyzing competitors and customers to establish winning price targets, and building up to the winning price by considering what the prospect values, their budget, the target price, solution costs, competitors' prices, and the winning price. It emphasizes that showing value is important to win when displacing incumbents, changing processes, or when doing nothing is a viable alternative. It provides guidance on establishing value propositions, setting cost and price targets, using top-down and bottom-up approaches together, and positioning prices relative to competitor value in
APMP Foundation: Developing Proposal StrategyBid to Win Ltd
This document provides guidance on developing a proposal strategy. It discusses identifying customer needs, issues, and decision criteria. It also covers analyzing competitors' strengths and weaknesses from the customer's perspective. The document teaches how to develop a proposal strategy statement that addresses what and how the strategy will be implemented in the proposal. It stresses linking benefits to differentiating features through theme statements that answer why the customer should choose your solution. The goal is to develop a concise strategy and themes to guide the proposal development and sales messaging.
APMP Foundation: Managing Time, Cost and QualityBid to Win Ltd
Sixth module in the Bid to Win APMP Foundation Accreditation preparation programme.
Covers the syllabus topics:
- Daily Team Management
- Storyboard Revie Management
- Final Document Review Management
- Production Management
APMP Foundation: Proposal Outline DevelopmentBid to Win Ltd
Second session in the Planning the Proposal Phase module of Bid to Win's APMP Foundation Accreditation preparation webinars.
In this webinar we shall learn about the purpose and content of the proposal outline, and how it can help us get organised.
APMP Foundation: Proposal Process ManagementBid to Win Ltd
The correct answer is a. The Pursuit Decision.
After the Opportunity Assessment is completed, management makes a Pursuit Decision on whether to pursue the opportunity further based on the assessment findings. This kicks off the Capture Planning phase.
The other options listed are decisions that occur later in the process flow.
APMP Foundation: Establishing RequirementsBid to Win Ltd
The document discusses gathering intelligence about customers and competitors, including determining who the decision makers are, understanding customer needs and buying processes, and knowing how customers perceive competitors. It also covers organizing intelligence into a knowledge base and participating in sales activities to understand different sales methodologies. The overall goal is to improve understanding of prospects and how they view competitors in order to submit more competitive proposals.
APMP Foundation: Requirements and Compliance Check-list DevelopmentBid to Win Ltd
Covers the requirements Identification and Compliance Checlist Development KCAs of the APMP Accreditation Syllabus
First session in the Planning the Proposal Phase Module of Bid to Win's APMP Foundation Preparation programme
This document discusses developing a winning proposal strategy. It recommends creating a customer-focused outline mapped to winning themes. Theme statements should link discriminating features to customer benefits. The proposal team should develop storyboards to share the strategy and turn themes into focused theme statements before writing begins. Organizing content around an informative structure and highlighting key points will help evaluators easily find important information.
This document outlines the key steps in pursuing a new client opportunity or existing account. It involves:
1) Conducting initial desk research on the client/market and identifying interested stakeholders.
2) Analyzing the opportunity and ensuring strategic alignment through cross-discipline workshops.
3) Continually gathering intelligence, developing solutions, building presentations and refining the client relationship and win strategy.
4) Preparing for final presentations and site visits, then following up with post-bid analysis to assess lessons learned.
APMP Foundation: Preparing for the APMP Foundation ExamBid to Win Ltd
This document provides guidance for preparing to take the APMP Foundation exam. It outlines the exam format and offers tips for effective exam preparation and test-taking. Key points include reviewing syllabus materials, downloading quick reference guides, practicing sample exam questions, and leaving time in one's study schedule for unexpected tasks. The document also explains the exam structure, including the number of questions, time limit, pass score, and how results will be reported.
The document outlines best practices for developing winning proposals, including establishing a proposal center of excellence and following a structured proposal development process. It discusses proposal elements like compliance matrices, storyboarding, theme development, and reviews. Effective proposal management incorporates project management techniques, quality standards, and continuous improvement methods.
The document provides an overview and agenda for a CMMI consulting presentation. It discusses the CMMI maturity levels from initial to optimizing. It then outlines the key aspects that will be covered in the presentation, including an overview of CMMI, the implementation and appraisal roadmaps, expectations, responsibilities and why the consulting company Techserv can help with CMMI. It provides resume information for the presenter Arul Nambi and concludes with an invitation for questions.
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.
Use this Microsoft Word template to help you design a Business Case for any corporate product investment. Get this template @ http://www.demandmetric.com/content/product-business-case-template
This briefing is an overview of the role of Capture Management and Capture Managers in Federal Government Business Development. I developed the briefing to address specific questions for a specific group of business owners.
BearingPoint and CA offer IT Demand and Delivery Management (DDM) capabilities to align business and IT value chains by optimizing and integrating three IT domains: IT Service Management, IT Asset Management, and Project Portfolio Management. Their approach involves developing a target DDM architecture and roadmap to progressively increase maturity in each domain, integrate them, and introduce overarching processes to further align IT with business needs. This provides benefits such as increased agility, optimized costs, and improved operational excellence.
Beyond Projects: Creating A Winning Product Portfolio by Walter Sun at SVPMA Monthly Event May 2011
Go to link below for notes from this event
http://svpma.org/2011/07/may-2011-event/
This document provides an overview of key skills and concepts for being a great consultant. It discusses the differences between internal and external consultants. The objectives of a consultant are to establish collaborative relationships with clients and help identify and solve problems. Key consulting skills include technical abilities as well as interpersonal and consulting skills like listening and building trust. The document also covers stakeholder analysis, different consultant roles, styles and the typical consulting process which involves entry, data collection, feedback, engagement, and termination. Ethical issues for consultants are also addressed.
Session 5: Shipley Associates - 7 Pillars of Effective ProposalsVisibleThread
This document discusses the 7 pillars of effective proposals: compliance, responsiveness, competitive focus, sales discriminators, win strategy, quality of writing, and visualization. It provides tips for implementing each pillar when planning, organizing, writing, examining and revising a proposal. Key aspects include knowing the customer's evaluation method and hot buttons, organizing around their needs, using benefits-focused and customer-centered language, and ensuring the proposal clearly addresses strengths, weaknesses and value proposition. The goal is to present a proposal that is compliant, responsive to requirements and needs, competitively differentiated, and conveys what's in it for the customer.
** PMP® Training: https://www.edureka.co/pmp **
This Edureka tutorial on Project Management Fundamentals will give you the list of terms used mostly by the Project Managers along with other fundamental concepts in Project Management. Below are the topics covered in this tutorial:
1. Project
2. Project vs Program vs Portfolio
3. Project Management
4. PM Terminologies
5. PM Phases & Knowledge Areas
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The document discusses structured problem solving and hypothesis generation. It lays out a systematic approach for solving business problems that includes defining the issues, gathering and analyzing data, forming hypotheses, finding insights, developing conclusions and recommendations. It emphasizes the importance of defining the problem clearly and structuring it by breaking it into smaller, more manageable components. Developing good hypotheses is key - they should be targeted, accurate, minimal, actionable and timely. Hypotheses help focus the analysis and ensure an efficient, effective approach.
The Government Technology & Services Coalition (GTSC) and its Emerging Small Business Group on December 16 hosted a session for small companies to learn about business development in the Federal sector. Our presenter, Tony Sacco was Vice President of SAIC and has over 40 years of experience in business development, IT systems development, integration and operations. Topics included:
>>Introduction to the BD lifecycle from a small business perspective
>>Challenges and opportunities in each phase
>>Strategies and techniques to be successful at BD
About the GTSC Emerging Small Business Group
The Emerging Small Business Group is open to GTSC members with revenue <$2.5 million. It will focus on understanding the numerous challenges of starting/growing a small business in the Federal space and marshaling GTSC’s vast resources of peers, owners, mentors, subject matter experts and online virtual tools to provide our emerging small business members the knowledge and techniques they need to meet the challenges of growing a business.
Chair: Elaine Kapetanakis, CEO, Kapstone Technologies
Project Prioritizing Model Powerpoint Presentation SlidesSlideTeam
Focus on project delivery team for business benefits by using Project Prioritizing Model PowerPoint Presentation Slides. Our project selection model PPT slide deck will help the company to align the project with the strategy. Demonstrate the steps to prioritize the projects using the project management PowerPoint slideshow. Understand the project criteria, project portfolio analysis, project self-assessment survey, ranking and prioritization model, etc. The challenges that the company faces in prioritizing the projects such as wastage of resources, poorly defined goals, lack of communication, etc can be easily depicted along with the solutions. Help to set priorities by identifying urgent and important projects with our content-ready project screening PowerPoint templates. You can prioritize projects based on business value by incorporating our professionally designed project matrix PPT presentation. You can easily estimate the project cost by using project ranking model PPT visuals. Download project management dashboard PPT slideshow to understand the overall management of the project and analyze the budget as well as the timelines of the project. https://bit.ly/3uQ1PlA
This document summarizes Americo Pinto's presentation on assessing the maturity of a PMO (Project Management Office). The presentation covers: understanding the difference between organizational project management maturity and PMO maturity; a model for assessing PMO maturity using four levels across various functions; how to use a questionnaire and online tool to evaluate a PMO's current maturity; and developing action plans to improve maturity. The goal is to help PMOs better align with stakeholders' expectations and increase the value perceived by delivering high-quality functions.
Presales, solution design & bid management an overviewMukesh Yadav
The document discusses various aspects of pre-sales activities including responding to client requests, supporting client visits, interfacing with internal and external groups for solution design, marketing support, competitor analysis, and responding to RFx documents. It describes key elements of solution design like effort estimation, technical and functional solutions, project methodology, plans, resourcing, and templates for bid qualification, management, and presentation. The goal is to understand customer needs, design optimal solutions, prepare competitive proposals, and win new business through effective pre-sales and bid management processes.
The document discusses different bidding strategies for online advertising campaigns, including cost-per-click (CPC), cost-per-thousand impressions (CPM), and conversion optimization. It explains that CPC bidding is best for getting website traffic, CPM bidding focuses on brand awareness, and conversion optimization aims to get customer actions like leads or purchases. The document also provides tips for implementing bidding strategies like starting with automatic CPC bidding, using conversion tracking, and analyzing keyword performance to optimize bids.
APMP Foundation: Establishing RequirementsBid to Win Ltd
The document discusses gathering intelligence about customers and competitors, including determining who the decision makers are, understanding customer needs and buying processes, and knowing how customers perceive competitors. It also covers organizing intelligence into a knowledge base and participating in sales activities to understand different sales methodologies. The overall goal is to improve understanding of prospects and how they view competitors in order to submit more competitive proposals.
APMP Foundation: Requirements and Compliance Check-list DevelopmentBid to Win Ltd
Covers the requirements Identification and Compliance Checlist Development KCAs of the APMP Accreditation Syllabus
First session in the Planning the Proposal Phase Module of Bid to Win's APMP Foundation Preparation programme
This document discusses developing a winning proposal strategy. It recommends creating a customer-focused outline mapped to winning themes. Theme statements should link discriminating features to customer benefits. The proposal team should develop storyboards to share the strategy and turn themes into focused theme statements before writing begins. Organizing content around an informative structure and highlighting key points will help evaluators easily find important information.
This document outlines the key steps in pursuing a new client opportunity or existing account. It involves:
1) Conducting initial desk research on the client/market and identifying interested stakeholders.
2) Analyzing the opportunity and ensuring strategic alignment through cross-discipline workshops.
3) Continually gathering intelligence, developing solutions, building presentations and refining the client relationship and win strategy.
4) Preparing for final presentations and site visits, then following up with post-bid analysis to assess lessons learned.
APMP Foundation: Preparing for the APMP Foundation ExamBid to Win Ltd
This document provides guidance for preparing to take the APMP Foundation exam. It outlines the exam format and offers tips for effective exam preparation and test-taking. Key points include reviewing syllabus materials, downloading quick reference guides, practicing sample exam questions, and leaving time in one's study schedule for unexpected tasks. The document also explains the exam structure, including the number of questions, time limit, pass score, and how results will be reported.
The document outlines best practices for developing winning proposals, including establishing a proposal center of excellence and following a structured proposal development process. It discusses proposal elements like compliance matrices, storyboarding, theme development, and reviews. Effective proposal management incorporates project management techniques, quality standards, and continuous improvement methods.
The document provides an overview and agenda for a CMMI consulting presentation. It discusses the CMMI maturity levels from initial to optimizing. It then outlines the key aspects that will be covered in the presentation, including an overview of CMMI, the implementation and appraisal roadmaps, expectations, responsibilities and why the consulting company Techserv can help with CMMI. It provides resume information for the presenter Arul Nambi and concludes with an invitation for questions.
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.
Use this Microsoft Word template to help you design a Business Case for any corporate product investment. Get this template @ http://www.demandmetric.com/content/product-business-case-template
This briefing is an overview of the role of Capture Management and Capture Managers in Federal Government Business Development. I developed the briefing to address specific questions for a specific group of business owners.
BearingPoint and CA offer IT Demand and Delivery Management (DDM) capabilities to align business and IT value chains by optimizing and integrating three IT domains: IT Service Management, IT Asset Management, and Project Portfolio Management. Their approach involves developing a target DDM architecture and roadmap to progressively increase maturity in each domain, integrate them, and introduce overarching processes to further align IT with business needs. This provides benefits such as increased agility, optimized costs, and improved operational excellence.
Beyond Projects: Creating A Winning Product Portfolio by Walter Sun at SVPMA Monthly Event May 2011
Go to link below for notes from this event
http://svpma.org/2011/07/may-2011-event/
This document provides an overview of key skills and concepts for being a great consultant. It discusses the differences between internal and external consultants. The objectives of a consultant are to establish collaborative relationships with clients and help identify and solve problems. Key consulting skills include technical abilities as well as interpersonal and consulting skills like listening and building trust. The document also covers stakeholder analysis, different consultant roles, styles and the typical consulting process which involves entry, data collection, feedback, engagement, and termination. Ethical issues for consultants are also addressed.
Session 5: Shipley Associates - 7 Pillars of Effective ProposalsVisibleThread
This document discusses the 7 pillars of effective proposals: compliance, responsiveness, competitive focus, sales discriminators, win strategy, quality of writing, and visualization. It provides tips for implementing each pillar when planning, organizing, writing, examining and revising a proposal. Key aspects include knowing the customer's evaluation method and hot buttons, organizing around their needs, using benefits-focused and customer-centered language, and ensuring the proposal clearly addresses strengths, weaknesses and value proposition. The goal is to present a proposal that is compliant, responsive to requirements and needs, competitively differentiated, and conveys what's in it for the customer.
** PMP® Training: https://www.edureka.co/pmp **
This Edureka tutorial on Project Management Fundamentals will give you the list of terms used mostly by the Project Managers along with other fundamental concepts in Project Management. Below are the topics covered in this tutorial:
1. Project
2. Project vs Program vs Portfolio
3. Project Management
4. PM Terminologies
5. PM Phases & Knowledge Areas
Follow us to never miss an update in the future.
Instagram: https://www.instagram.com/edureka_learning/
Facebook: https://www.facebook.com/edurekaIN/
Twitter: https://twitter.com/edurekain
LinkedIn: https://www.linkedin.com/company/edureka
The document discusses structured problem solving and hypothesis generation. It lays out a systematic approach for solving business problems that includes defining the issues, gathering and analyzing data, forming hypotheses, finding insights, developing conclusions and recommendations. It emphasizes the importance of defining the problem clearly and structuring it by breaking it into smaller, more manageable components. Developing good hypotheses is key - they should be targeted, accurate, minimal, actionable and timely. Hypotheses help focus the analysis and ensure an efficient, effective approach.
The Government Technology & Services Coalition (GTSC) and its Emerging Small Business Group on December 16 hosted a session for small companies to learn about business development in the Federal sector. Our presenter, Tony Sacco was Vice President of SAIC and has over 40 years of experience in business development, IT systems development, integration and operations. Topics included:
>>Introduction to the BD lifecycle from a small business perspective
>>Challenges and opportunities in each phase
>>Strategies and techniques to be successful at BD
About the GTSC Emerging Small Business Group
The Emerging Small Business Group is open to GTSC members with revenue <$2.5 million. It will focus on understanding the numerous challenges of starting/growing a small business in the Federal space and marshaling GTSC’s vast resources of peers, owners, mentors, subject matter experts and online virtual tools to provide our emerging small business members the knowledge and techniques they need to meet the challenges of growing a business.
Chair: Elaine Kapetanakis, CEO, Kapstone Technologies
Project Prioritizing Model Powerpoint Presentation SlidesSlideTeam
Focus on project delivery team for business benefits by using Project Prioritizing Model PowerPoint Presentation Slides. Our project selection model PPT slide deck will help the company to align the project with the strategy. Demonstrate the steps to prioritize the projects using the project management PowerPoint slideshow. Understand the project criteria, project portfolio analysis, project self-assessment survey, ranking and prioritization model, etc. The challenges that the company faces in prioritizing the projects such as wastage of resources, poorly defined goals, lack of communication, etc can be easily depicted along with the solutions. Help to set priorities by identifying urgent and important projects with our content-ready project screening PowerPoint templates. You can prioritize projects based on business value by incorporating our professionally designed project matrix PPT presentation. You can easily estimate the project cost by using project ranking model PPT visuals. Download project management dashboard PPT slideshow to understand the overall management of the project and analyze the budget as well as the timelines of the project. https://bit.ly/3uQ1PlA
This document summarizes Americo Pinto's presentation on assessing the maturity of a PMO (Project Management Office). The presentation covers: understanding the difference between organizational project management maturity and PMO maturity; a model for assessing PMO maturity using four levels across various functions; how to use a questionnaire and online tool to evaluate a PMO's current maturity; and developing action plans to improve maturity. The goal is to help PMOs better align with stakeholders' expectations and increase the value perceived by delivering high-quality functions.
Presales, solution design & bid management an overviewMukesh Yadav
The document discusses various aspects of pre-sales activities including responding to client requests, supporting client visits, interfacing with internal and external groups for solution design, marketing support, competitor analysis, and responding to RFx documents. It describes key elements of solution design like effort estimation, technical and functional solutions, project methodology, plans, resourcing, and templates for bid qualification, management, and presentation. The goal is to understand customer needs, design optimal solutions, prepare competitive proposals, and win new business through effective pre-sales and bid management processes.
The document discusses different bidding strategies for online advertising campaigns, including cost-per-click (CPC), cost-per-thousand impressions (CPM), and conversion optimization. It explains that CPC bidding is best for getting website traffic, CPM bidding focuses on brand awareness, and conversion optimization aims to get customer actions like leads or purchases. The document also provides tips for implementing bidding strategies like starting with automatic CPC bidding, using conversion tracking, and analyzing keyword performance to optimize bids.
Ten Slides in Ten Minutes - Bid Management versus Project ManagementBill Graham CP.APMP
Many Senior Executives do not understand the additional Value that Bid Management / Proposal Management has over Project Management. This presentation takes an overview look at this topic.
Delivering a successful proposal meeting the quality, schedule and cost needs immaculate planning and execution. In this webinar we will discuss the different proposal management best practices from APMP and followed by successful proposal managers.
These notes were produced for APM's PQ assessment which I completed and passed in July, 2013. The assessment was based on APM BoK version 5. They are ideally printed at six to a page and then guillotined into pocket sized cards. Please contact me at nickbrook@theiet.org for the six to a page download.
APMP Foundation Certification Training - Qualifying the right opportunityAbhijit Majumdar CP.APMP
The starting point for a proposal process is knowing that you are following the right opportunity. APMP has defined a proven way for qualifying the right opportunity. This webinar covers the APMP best practices for Opportunity Qualification and the key competency areas for qualifying the APMP Foundation Certification. For more details join the APMP Foundation Certification Study Group on Linkedin
This document provides an overview of proposal planning best practices, including analysing RFP documents, preparing matrices to track requirements and compliance, identifying the proposal team, and creating a proposal plan. Key activities discussed are assigning personnel to understand the customer's needs in the RFP, highlighting requirements, and preparing templates to capture information. It also covers creating a requirements matrix to map requirements to solutions and evaluate criteria, as well as developing a proposal outline and management plan before kickoff. Sample questions are provided to help learn these proposal planning techniques.
The document provides guidance on how to pass the APMP exam. It outlines the structure of the APMP syllabus and exam format. The exam consists of 10 questions to be completed within 3 hours, with approximately 15 minutes allocated per question. Candidates should aim to answer at least 60% of each question correctly to pass. The document also offers tips for managing time during the exam and techniques for writing high-quality answers, such as reading questions twice and leaving space between points.
Purpose: Apply industry best practices gained from ISO 9001, CMMI, and ITIL to improve your proposal management processes.
ITIL = Information Technology Infrastructure Library
ISO = International Organization for Standardization
CMMI = Capability Maturity Model Integrated
As per my experience in Business Analysis and Presales,this the process I identified for presales executive roles and responsibilities involved in the Prospect Initiation to Account Closure.
ATI's Quantitative Methods course: Bridging Project Management and System Eng...Jim Jenkins
This 3-day course is de¬signed for the professional program manager, system engineer, or project manager engaged in technically challenging projects where close technical collaboration between engineering and management is a must. To that end, this course addresses major topics that bridge the disciplines of project management and system engineering. Each of the selected topics is presented from the perspective of quantitative methods. Students first learn a theory or narrative, and then related methods or practices. Ideas are demonstrated that are immediately applicable to programs and projects. Attendees receive a copy of the instructor’s text, Quantitative Methods in Project Management.
The document discusses key concepts in project management including:
1. It outlines various modeling and analysis diagrams that can be used in project design such as ERD, DFD, UML diagrams, and network diagrams.
2. It discusses important aspects of project management like work breakdown structure, scheduling, budgeting, risk management, and the importance of defining SMART goals.
3. It provides details on project time management processes like activity definition, sequencing, duration estimating, developing schedules, and schedule control which are crucial for completing projects on time.
This presentation gives an insight on the Agile project management approach, comparing it to the other project manageent approaches in IT. It also shows how this is applied in practice in C.T.Co company.
This document outlines the purpose and importance of implementing basic project management techniques for ATW projects at CREC. The key points are:
1) Implementing project management will increase understanding of the techniques, help manage ATW projects more effectively, increase credibility, and reduce stress.
2) Projects currently have a low success rate of 30-35%, and CREC's future depends on successful execution of ATW projects.
3) Project management provides a framework to help define projects, plan tasks and resources, execute plans, control costs and schedules, and close out projects. This can help improve the success rate of ATW projects.
Collaboration - A Key Enabler of Innovation (Mirion).pdfTim McMahon
The past 24 months have felt like a series of massive disruptions, one after the other, yet some companies have emerged stronger because they were able to use the disruption as an opportunity to innovate. While technology has been a key enabler of this innovation, organizational change will have long-lasting impact on which companies will maintain competitive advantage.
One key to innovation in the face of disruption is the use of cross-functional collaborative teams. These teams drive innovation through visual project management (VPM) by increasing the ability of the organization to understand the status and risk to address challenges more rapidly and efficiently.
VPM projects are traditionally housed in a physical project “war-room” (also known as an “Obeya room”). COVID-19, and the global footprint of staff necessitate a virtual solution for our Obeya rooms. iObeya is a unique solution that virtualizes project rooms enables visual collaboration anywhere in real time from any device and immerses users in a natural working experience by reproducing physical interactions perfectly.
In this session Tim and Steve will share Mirion’s approach bringing proven lean manufacturing concepts from the factory to our new product development process by enabling cross-functional collaboration.
This document outlines the strategic initiatives process used by an organization. It involves four main stages: initiation, planning, execution, and exit. In the initiation stage, a business case is developed. In the planning stage, a project charter and plan are created defining objectives, resources, and milestones. Projects are then executed according to the plan, with regular status reports. Finally, upon completion, a financial audit is performed and lessons learned are documented.
The document summarizes an enterprise project, portfolio, and work management solution. It describes the company's experience and standards-based approach. It then demonstrates the solution's tools for capturing ideas, prioritizing projects, analyzing resource demands, building schedules, and tracking execution. The solution offers pre-built reports and configurable forms. It can be deployed online for a quick start or customized on-premise. The solution aims to provide faster time to value while leveraging existing Microsoft technologies and IT skills.
The document discusses project management and applying the Project Management Body of Knowledge (PMBOK) to ERP implementations. It outlines the nine knowledge areas and 47 processes from PMBOK. The knowledge areas are integration, scope, time, cost, quality, human resources, communications, risk, and procurement. It also provides timelines and reviews as part of quality management for an ASAP implementation methodology. Project management reviews are an integral part of ensuring project quality.
Peter Brown is a business unit director at Epic responsible for leading a team of 16 people to deliver up to 100 hours of e-learning per year on schedule and on budget. He has 11 years of experience in e-learning project management and delivery. To scale up delivery to 25-30 courses per month, he would define the project process, schedule, resource needs, content strategy, roles and a budget/margin plan. Key resources would include instructional designers, graphic artists, developers and testers. Controls like a project management tool, change management and risk planning would help deliver on time and on budget.
This document discusses key aspects of project management. It outlines that project management involves planning, scheduling, executing, and controlling projects to meet objectives on time and within budget. It also discusses important project elements like scope, schedule, resources, and risks. Graphical tools for project scheduling and tracking like Gantt charts and PERT charts are also covered. The document emphasizes that good communication, leadership, and risk management skills are essential for project managers.
Follow a defined process to develop the baseline schedule through iterative planning. Rushing the process can result in an inaccurate baseline schedule.
Follow a defined process to develop the baseline schedule through iterative planning. Rushing the process can result in an inaccurate baseline schedule.
The document outlines the key members of the executive team at Optim including the Directors, Managers of Operations, HR, and Finance, as well as two empaneled consultants for Finance and Strategic Planning, and Financial Planning. The team is led by Dr. Devvrat Sukhwal and Dr. Kalpit Sanghvi as Directors and aims to help small to medium organizations optimize their resources to realize their true potential and create value for stakeholders through eliminating waste, enabling business processes with technology, and aligning people with organizational goals.
Project Management to Enterprise Agile Product DeliveryLeadingAgile
This deck explores how Project Managers, Program Managers and Portfolio Managers fit into an Enterprise Agile setting. The slide deck was used during a presentation by VP & Principal Consultant, Greg King at a meetup with the Atlanta Scrum Users Group.
The document discusses project design and management concepts. It covers topics such as project definition, quality assurance, proposals, project start, and project implementation. Key aspects include developing initial project concepts, proposal development, assembling proposals, project initiation, planning, execution, monitoring and control, and closeout. Project roles and phases are also outlined.
This document summarizes a project to restore exterior metal surfaces at St. Rita's Parish facility. It includes a project charter, work breakdown structure, schedule, budget, governance plan, risk management plan, quality management plan, and performance monitoring plan. It also provides a summary of how the project went and lessons learned, noting the project was completed successfully but behind schedule and over budget due to weather-related risks and underestimating the scope of work required.
The document discusses project portfolio management and business value. It provides an overview of key concepts in project management including defining projects, evaluating business value, selecting projects, and considering projects as part of a larger portfolio. The presentation covers aligning projects with business strategies, assessing value, distributing resources, evaluating risk, and selecting an optimal project portfolio to maximize organizational benefits. It emphasizes the importance of a portfolio approach and process for effective project portfolio management.
This document summarizes a seminar on government contractor financial systems. The seminar agenda includes an introduction, challenges for government contractors, an overview of the Raffa/Unanet solution, requirements for success, key benefits, and a software demonstration. The seminar will discuss evaluating and selecting new financial software, and how the integrated Microsoft Dynamics and Unanet solution addresses challenges for government contractors.
Affinion Group is implementing HP Project and Portfolio Management Center (PPM) across all of its business units to improve visibility and standardize processes. It has implemented PPM in phases, starting with one business unit. Phase I focused on demand management and centralized project prioritization and approval processes. Phase II will leverage the existing configuration and implement resource, project, and program management capabilities across all business units. This will improve project delivery, standardize processes, and provide increased visibility across the organization.
Similar to APMP Foundation: Proposal Schedule Development (20)
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
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3. Learning Objectives for Schedule
Development
understand how to tailor proposal tasks to suit
the proposal
fully understand your organisation’s processes
assess client timescales and estimate the
resources required to execute the proposal
produce a cost budget for a routine proposal
Syllabus Requirement
4. Consider a Realistic Schedule
If you fail to plan
then you’re planning to fail … so ...
Proposal Guide 238
5. Consider a Realistic Schedule
If you fail to plan
then you’re planning to fail … so ...
Available Time
Proposal Guide 238
6. Consider a Realistic Schedule
If you fail to plan
then you’re planning to fail … so ...
Available Time
Planning
10 – 20%
Proposal Guide 238
7. Consider a Realistic Schedule
If you fail to plan
then you’re planning to fail … so ...
Available Time
Planning Proposal Development
10 – 20% 50 – 60%
Gold
Team
Proposal Guide 238
8. Consider a Realistic Schedule
If you fail to plan
then you’re planning to fail … so ...
Available Time
Planning Proposal Development Production
10 – 20% 50 – 60% 20%
Proposal Guide 238
9. Consider a Realistic Schedule
If you fail to plan
then you’re planning to fail … so ...
Available Time
Contingency 10%
Planning Proposal Development Production
10 – 20% 50 – 60% 20%
Proposal Guide 238
10. Consider a Realistic Schedule
If you fail to plan
then you’re planning to fail … so ...
Available Time
Contingency 10%
Planning Proposal Development Production
10 – 20% 50 – 60% 20%
Writing and
Reviewing
Strategy Kick Off Story Red Deliver
Review Board Team Bid
Review Gold
Team
Proposal Guide 238
12. Tailoring Tasks to the Proposal
Do it and do it early
Do it every time and at every new stage in the process
If you start late in the process, go back and examine
what you have missed and decide what you need to do
Add milestones such as review dates
13. Typical Proposal Process Milestones
Key Milestones:
Final
Go / No Proposal Final
business
Go kick-off proposal
case
decision meeting review
review
14. Assessing Proposal Timescales
Work back from due date
• Allow 15% of total time for start-up and planning
• Allow 20% of total time for final review, amendment & production
Schedule contingency time (up to 10%)
Have defined start and end dates for activities
Schedule tasks in parallel not in sequence
Review dates must be regarded as absolute
Syllabus Requirement
15. Estimating resources required
Graphics per page 2 every 3 pages
Simple graphic 1–2 hours
Complex graphic 2–6 hours
New material
Adapting boilerplate
Formal review
Translation
Proposal Guide 238
16. Estimating resources required
Graphics per page 2 every 3 pages
Simple graphic 1–2 hours
Complex graphic 2–6 hours
New material 4 pages per day
Adapting boilerplate
Formal review
Translation
Proposal Guide 238
17. Estimating resources required
Graphics per page 2 every 3 pages
Simple graphic 1–2 hours
Complex graphic 2–6 hours
New material 4 pages per day
Adapting boilerplate 20 – 40 pages per day
Formal review
Translation
Proposal Guide 238
18. Estimating resources required
Graphics per page 2 every 3 pages
Simple graphic 1–2 hours
Complex graphic 2–6 hours
New material 4 pages per day
Adapting boilerplate 20 – 40 pages per day
Formal review 40 pages per day
Translation
Proposal Guide 238
19. Estimating resources required
Graphics per page 2 every 3 pages
Simple graphic 1–2 hours
Complex graphic 2–6 hours
New material 4 pages per day
Adapting boilerplate 20 – 40 pages per day
Formal review 40 pages per day
Translation ~1500 words per day
Proposal Guide 238
20. Elements of a Cost Budget
Professional
advisors Production
Reviewers
costs
Delivery
Contributors
costs
Sub
Management
Contracts
Facilities
£$€ Travel
Syllabus Requirement
21. Proposal Risk Management
• Recognise proposal risks
• Help to establish a proposal risk management
policy
Communicating your Plan
Proposal Guide 229
Syllabus Requirement
23. What is at risk?
Project Proposal
Methods Methods
24. Proposal Risk Management
• Risk
– The chance exposure to the adverse consequences of future
events
• Risk Analysis
– A formalisation of the common sense that capture managers
apply to their opportunity
• Risk Management
– A process designed to remove or reduce the risks which
threaten the achievement of objective
25. Addressing Risk Management
Why have a • Improves the likelihood of success
Risk • Increases visibility of risks
Management • Adds realism to achievement of
proposal deadline
Policy?
Risk • Tolerate / Accept
• Terminate (avoid)
Management • Treat (mitigate)
Options • Transfer
26. Risks to the proposal – what is your
risk response strategy?
Key personnel
IT failure Insufficient
absence
resources
Know the
size of
your print
task
Have a contingency
Test run your production system plan
27. Kick Off Meeting Management
• Ability to prepare for kick-off meetings
• Brief kick-off meeting attendees
Communicating your Plan
Syllabus Requirement
28. ALWAYS Run a Bid Kick-off Meeting
and allow time to prepare for it
Invite the right Kick-off Briefing
• ~ 15 percent of the people Package
available time • Where
• Plan before the kick- • Managers, • Comprehensive
• When
off meeting • Sales, • Distributed ahead of
• Who the kick-off
• Specialists,
• What
• Proposal Contributors,
• Partner Companies Prepare a
Planning
complete agenda
Proposal Guide 97
29. Prepare a comprehensive kick-off
package
Copy of
Draft Executive customer’s
Summary request for
proposal
Proposal Storyboard
Strategy templates (if
briefing paper being used)
Competitor Schedule &
Profile/Analysis Responsibilities
Customer Kick-off Contact list
Profile
Package
Proposal Guide 97
30. Briefing Kick-off Meeting Attendees
Establish a tone of competent, professional
proposal leadership and management
Establish additional ground rules for
tele-conference kick-off meetings
Present a briefing of the kick-off “package”
31. Quick Quiz Question:
What proportion of the available time should
you allocate for unplanned activities?
a) 5%
b) 10%
c) 25%
d) 40%
32. And the answer is:
B. About 10% of the available time
should be allocated for contingency
33. e-torial preparation
• Read the topic Production
in the APMP Guide
• Complete Exercise Six
Proposal Scheduling
• Attempt Half Hour Paper 1
• Watch the slide-cast session
on graphics by Colleen Jolly
Editor's Notes
This session aims to help you identify the milestones in proposal development and to schedule your proposal activities.Whatever scheduling tools you use – MS Project, Excel, Visio – you should be able to produce a schedule which the whole bid team understands and adheres to.
By the end of this this session1. Schedule tasks in parallel 2. Define start and end dates3. Metrics for writing 3. Reasons for drafting and polishing text rather than re-writing
All proposal development work is, in essence, timeboxed. We don’t get an option on when the completion date isSo planning is about how we allocate the time that is available and checking that the schedule is realistic
Considering a schedule from “time now” until the submission deadline, where “time now” is usually event triggered, for example by the issue of the RFP, let’s look at how best practice bidders allocate the available time.These figures are the result of research by the APMP where essentially a range of bidding organisations were asked “How did you allocate the time?”
They said that they allocated between ten and twenty percent to planning BEFORE starting the development and writing.Fifteen percent would be a good norm.
Between 50 and 60 percent of time was allocated to Proposal Development, that is the time between starting writing and having a finished draft.
Twenty percent remained for activities after the writing has finished. That is:Final Review and amendmentPublishing / layout / printing / finishingPackaging / shipment and deliveryCollectively these tasks are referred to as Production. This 20% figure was first arrived at in the days of printed proposals.Interestingly no research since then has indicated that the impact of electronic publishing and submission would change this recommended figure. Perhaps that’s because with greater technical sophistication there seem to be more things to go wrong or that need final adjustment.
The more arithmetically alert among you will have spotted that 15 plus 55 plus 20 is less than 100%The difference is your contingency or buffer time. You should allocate about 10% of the available time for things that slip or were missed from your plan.
The contingency is your buffer time. You can allocate the buffer all at the end or to protect important milestones, that is up to you.It’s important that it should be YOUR buffer and not padding for others.In essence your plan will show earlier finish times to protect your NO SLIP schedule and key milestones.In your plan factor in the important milestones, team reviews and management check-points.
Use whatever proposal planning tools are appropriate to your organisation.Use a VISUAL representation of your schedule to communicate key end dates and milestones to your team.
Nearly every slide could start – do it and do it earlyComes into planning stage prior to kickoff
These are typical milestonesNote: At this stage the Go/No Go decision may be in the past but is included for completenessAlign reviews with the colours
Typical exam questions
Now that you’ve developed your schedule driven view top down it’s appropriate to do some ‘bottom up’ based estimates to gauge resources required and also whether your plan is realistic.Your starting point is your outline and page budget.Here are some metrics that you can use based on general industry experience.You should develop your own internal metrics based on Lesson Learned. Knowledge of thes industry metrics is what’s tested in the exam.
This is the normal rate for non-technical translation. A technical translator may take more time.Don’t forget to allow for two way translation if the target document is the version that will have contractual precedence.It might prove important to know what’s being committed to BEFORE you submit your offer!
Separate proposal risks from project or performance risksThe proposal risks we are probably most concerned with are those that affect the schedule.However, we still need to bear in mind reputational and credibility risk.
Formal definition
Mainly production, but also consider key staff unwell etcDuplicate everythingDisaster recovery