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© Strategic Proposals 2010




Ten tips for winning tenders
Stavanger, 2 February 2010




Jon Williams PPF.APMP
Managing Director
Strategic Proposals
From common proposal challenges…



                           How can we     Did we really
              Is our bid   improve our   say that in our
             always the     win rates?      tender?
               best...?


    Late nights,
    cold pizza!                                  I hate
                                                 writing
                                               proposals!
… to strategic proposal excellence


                                              Professional
                                 Persuasive
                   First-class
                                                 Customer-
      Compelling                                  centric

                                                     Effective
 Creative

                                                      WINNING!
Getting connected




                          Process &
                         organisation       Benchmarking
                         development

                                     Our
                    Pre-written    expertise      Live proposal
                     content                        support &
                                                  interim staff


                                  Training and
                                  accreditation
Working internationally, across all sectors


                        “I'd like to thank Strategic Proposals for
                        helping us to develop so rapidly and
                        successfully.
                        Their strategic guidance has been
                        invaluable, allowing us to embed best
                        practice from the outset and avoid many a
                        pitfall on the way.“


                        David Skinn
                        Head of Bids & Proposals
                        Aviva
Scene setting
Buyers’ views of proposals




                             Research survey presented
                                 20 January 2010
(One) critical component of the sales process



“The primary means
by which
information is
communicated
between the buying
and selling
organisations”                            Director of procurement,
                                                construction sector
Are proposals important?


      “Very important”
                           “Critically important”
     “Crucially important”       “V important”
           “Very important”

      “Increasingly” “Very important”

              “Extremely important”
      “Critical”                        “Very”
Proposals: crucial in some markets…



                        “We evaluate
                      tenders solely on
                         the written
                          response”

                                  Head of procurement, public sector
Narrowing down the field


“A way to cut
down the number
of potential
suppliers to a few
that can then be
assessed in
detail”                    Director, purchasing
                           consultancy
Contribute to the win… ensure that you lose?


                                   Director of procurement,
“A good written                    construction sector
proposal might
not, in itself, win
you the business
but a badly
conceived and
badly written one
may put you out of
    race”
the race
How good are proposals?



                     “Huge variation… some are
                   articulate, really have got under
                   my skin, are really convincing –
                   whereas others look mechanical,
                   dull, pre-written and could have
                       been meant for anyone.”
                          Procurement director, financial services
The ugly, the bad – and the (few) very good



 5%         are so bad they have just copied their
            sales blurb


 At least
            do not actually answer the questions

15%         posed, and try and shoehorn a ready
            made answer to almost any question


            have answered the questions without
The         the hard sell, but have woven into the
            bid reasons why you want to do           Head of IT
best        business with that organisation          Procurement,
                                                     retail sector
Excellence is rare: an opportunity?



                            “They vary from
                            excellent (rare) to
                            awful (quite common).
                            But most of them are
                            mediocre.”
                                      Chief purchasing officer,
                                      telecoms sector
Development & benchmarking framework

    AD-HOC                 TACTICAL                 STRATEGIC

                      Back-office ‘factory’   Centre of Excellence –
No proposal support
                                              professional staff leading
                      Reactive to RFP         proposal & presentation effort
Focus: “Get them a
document”
                      Focus: a complete,      Focus: superbly articulate a
                      compliant document      compelling story
Inconsistent output
                      Chase everything        End-to-end, strategic process
Salespeople tied to
office
                      Low quality output      High quality output

                                                      Maximise win rates
                                                         Optimise costs
                                                            Reduce risk
Tip 1
Chase the right deals


                                   Is it
                                  real?




                         Can               Do we
                        we do   Qualify!    want
                          it?                it?




                                  Can
                                 we win
                                   it?
Tip 2
Prepare for success


  A robust pre-
    proposal
    planning
 process, or…?
Tip 3
Tell a story


                                         Customer

  A great proposal
superbly articulates
                                         Strategy
 a compelling story.
                            Capability              Competition




               ‘Why us, why not them?’
Tip 4
Write professionally & persuasively
Tip 5
Make life easy for evaluators


                                Structure

                                 Layout

                                Graphics

                                Packaging

                                Formats
Tip 6
Review proposals professionally




“The scariest moment of our bid?

 When the customer told us we’d won!



                                  ”
Tip 7
Hire & empower proposal professionals




                               Tenders?

                        Too important to
                          be left to the
                          salesperson!
Tip 8
Train all of those involved


                         “All of those
                         involved in
                         proposal
                         development must
                         have the
                         necessary skills”
                                      BJ Lownie
Tip 9
Equip the team with the right tools
Tip 10
Learn and improve




                                     Client
                    Benchmarking
                                    debriefs




                                    Internal
                    Client audits
                                    learning
Where could you improve?



1               2              3              4             5

                Pre-proposal                                     Design &
Qualification                      Strategy       Writing
                  planning                                      submission




6               7              8              9             10

                    Proposal
    Reviews                        Training       Tools          Learning
                      team
Delivering tangible benefits
“Win more, win more easily”




     Initial customer win rate

     Win rate after Strategic Proposals intervention
As the great philosophers once said…


“The greater danger is not that our goals are
too high and we miss them, but that we aim
too low and reach them.”
                                                     Michelangelo



“Common sense isn’t all that common”
                                                        Voltaire



“If you are first you are first. If you are second
you are nothing.”
                                                      Bill Shankly
Questions now?
And we’d love to talk further after the event!




         Jon Williams
       +44 (0)781 333 2294
    jw@strategicproposals.com

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Strategic proposals ten tips for winning tenders

  • 1. © Strategic Proposals 2010 Ten tips for winning tenders Stavanger, 2 February 2010 Jon Williams PPF.APMP Managing Director Strategic Proposals
  • 2. From common proposal challenges… How can we Did we really Is our bid improve our say that in our always the win rates? tender? best...? Late nights, cold pizza! I hate writing proposals!
  • 3. … to strategic proposal excellence Professional Persuasive First-class Customer- Compelling centric Effective Creative WINNING!
  • 4. Getting connected Process & organisation Benchmarking development Our Pre-written expertise Live proposal content support & interim staff Training and accreditation
  • 5. Working internationally, across all sectors “I'd like to thank Strategic Proposals for helping us to develop so rapidly and successfully. Their strategic guidance has been invaluable, allowing us to embed best practice from the outset and avoid many a pitfall on the way.“ David Skinn Head of Bids & Proposals Aviva
  • 6. Scene setting Buyers’ views of proposals Research survey presented 20 January 2010
  • 7. (One) critical component of the sales process “The primary means by which information is communicated between the buying and selling organisations” Director of procurement, construction sector
  • 8. Are proposals important? “Very important” “Critically important” “Crucially important” “V important” “Very important” “Increasingly” “Very important” “Extremely important” “Critical” “Very”
  • 9. Proposals: crucial in some markets… “We evaluate tenders solely on the written response” Head of procurement, public sector
  • 10. Narrowing down the field “A way to cut down the number of potential suppliers to a few that can then be assessed in detail” Director, purchasing consultancy
  • 11. Contribute to the win… ensure that you lose? Director of procurement, “A good written construction sector proposal might not, in itself, win you the business but a badly conceived and badly written one may put you out of race” the race
  • 12. How good are proposals? “Huge variation… some are articulate, really have got under my skin, are really convincing – whereas others look mechanical, dull, pre-written and could have been meant for anyone.” Procurement director, financial services
  • 13. The ugly, the bad – and the (few) very good 5% are so bad they have just copied their sales blurb At least do not actually answer the questions 15% posed, and try and shoehorn a ready made answer to almost any question have answered the questions without The the hard sell, but have woven into the bid reasons why you want to do Head of IT best business with that organisation Procurement, retail sector
  • 14. Excellence is rare: an opportunity? “They vary from excellent (rare) to awful (quite common). But most of them are mediocre.” Chief purchasing officer, telecoms sector
  • 15. Development & benchmarking framework AD-HOC TACTICAL STRATEGIC Back-office ‘factory’ Centre of Excellence – No proposal support professional staff leading Reactive to RFP proposal & presentation effort Focus: “Get them a document” Focus: a complete, Focus: superbly articulate a compliant document compelling story Inconsistent output Chase everything End-to-end, strategic process Salespeople tied to office Low quality output High quality output Maximise win rates Optimise costs Reduce risk
  • 16. Tip 1 Chase the right deals Is it real? Can Do we we do Qualify! want it? it? Can we win it?
  • 17. Tip 2 Prepare for success A robust pre- proposal planning process, or…?
  • 18. Tip 3 Tell a story Customer A great proposal superbly articulates Strategy a compelling story. Capability Competition ‘Why us, why not them?’
  • 19. Tip 4 Write professionally & persuasively
  • 20. Tip 5 Make life easy for evaluators Structure Layout Graphics Packaging Formats
  • 21. Tip 6 Review proposals professionally “The scariest moment of our bid? When the customer told us we’d won! ”
  • 22. Tip 7 Hire & empower proposal professionals Tenders? Too important to be left to the salesperson!
  • 23. Tip 8 Train all of those involved “All of those involved in proposal development must have the necessary skills” BJ Lownie
  • 24. Tip 9 Equip the team with the right tools
  • 25. Tip 10 Learn and improve Client Benchmarking debriefs Internal Client audits learning
  • 26. Where could you improve? 1 2 3 4 5 Pre-proposal Design & Qualification Strategy Writing planning submission 6 7 8 9 10 Proposal Reviews Training Tools Learning team
  • 27. Delivering tangible benefits “Win more, win more easily” Initial customer win rate Win rate after Strategic Proposals intervention
  • 28. As the great philosophers once said… “The greater danger is not that our goals are too high and we miss them, but that we aim too low and reach them.” Michelangelo “Common sense isn’t all that common” Voltaire “If you are first you are first. If you are second you are nothing.” Bill Shankly
  • 29. Questions now? And we’d love to talk further after the event! Jon Williams +44 (0)781 333 2294 jw@strategicproposals.com