TCUK 2013 - Fiona Parker - Building a team to support proposal production

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The document outlines the five phases of building a team to support proposal production in a large organization: plan, launch, develop, fine tune, and manage. The plan phase involves listing expectations, analyzing requirements, recruiting team members, and preparing training. The launch phase focuses on onboarding new members and publicizing services. Develop includes updating training and publicizing an extended services range. Fine tune ensures the team meets requirements through additional coaching. Manage keeps expectations and strategy under review through ongoing coaching and progress reviews.

Building a Team to
Support Proposal
Production in a Large
Organisation
TCUK 2013, Bristol UK

Team building phases
•
•
•
•
•

Plan
Launch
Develop
Fine tune
Manage in steady state

TCUK 2013, Bristol UK

PLAN
• List expectations
• Analyse requirements
• Draw up the list of
services you will
provide
• Analyse the skill sets
required

TCUK 2013, Bristol UK

Find good vantage points, view your
task from as many perspectives as
you can…

PLAN
• Draw up and carry out
the recruitment plan
• Prepare induction and
initial training plans
• Prepare tools
• Agree a launch plan

TCUK 2013, Bristol UK

Find good vantage points, view your
task from as many perspectives as
you can…

LAUNCH
• Perform inductions
• Get everyone
functional early on
• Publicise the services
now available
• Liaise with customers
• Mentor, monitor, be
mindful

TCUK 2013, Bristol UK

Take the helm firmly, know where
you’re going and what your crew
are capable of…

DEVELOP
• Update development
and training plans
• Start more advanced
training
• Publicise extended
range of services
• Liaise with customers
• Review progress
together
• Mentor, monitor, be
mindful
TCUK 2013, Bristol UK

Solve problems and learn
together…

FINE TUNE
• Check that the team is
fulfilling requirements,
meeting expectations
• Train, coach and
mentor to bridge any
gaps
• Work together to
develop more efficient
team practices
• Review progress
together
TCUK 2013, Bristol UK

Work out what makes you practice
Fill those final skill gaps, that bit
more efficient, takes you to
better teamwork, cross-train…

MANAGE
• Keep reviewing
expectations and
requirements
• Work with the team to
adapt strategy
• Review progress
together
• Mentor, monitor, be
mindful
TCUK 2013, Bristol UK

Keep a good lookout, keep checking
where you are and continue
coaching…

Teamwork
“The strength of the team is each individual member.
The strength of each member is the team.”
― Phil Jackson

TCUK 2013, Bristol UK

TCUK 2013, Bristol UK

uk.linkedin.com/pub/dir/Fiona/Parker

fiparker@blueyonder.co.uk

Questions?

Rachel Burton seeks a challenging position where she can advance her career. She has over nine years of experience at Heritage Federal Credit Union where she held various roles including teller, teller supervisor, and certified IRA and deposit specialist. She is skilled in customer service, account management, policy implementation, and staff training and management. Burton has a cosmetology license and bachelor's degree in accounting.

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