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S 
S 
Ten Slides in Ten Minutes: 
Orchestras or Carthorses 
[Capturing the Hearts and Minds of Prospects & Clients] 
Presented by: 
Bill Graham CP.APMP 
September, 2014 
bill.graham@sales-synthesis.co.za 
Client/Provider Sustainability 
Offerings 
Clients 
Relationships
2 
An Orchestra Produces Pleasingly Harmonic Music 
The Conductor of an orchestra is a Maestro. 
They may be able to play particular instruments but they’re actually there to pull all of the inputs together to create a wonderful piece of “professional music”. 
The resultant music is delivered in an acceptable format. 
The resultant music resonates with the listener. 
The resultant music has ‘repeat’ performance acceptability 
In addition to the core orchestral complement, various other instruments may be called for occasionally
3 
Bid Management takes on a Life Like an Orchestra 
The Bid Manager is a Maestro. 
They may be able to produce bid content but they’re actually there to pull all of the inputs together to create a wonderful client-focused submission. 
The resultant submission is delivered in an acceptable format. 
The resultant submission resonates with the reader. 
The resultant submission has ‘repeat’ performance acceptability 
Orchestra 
Bid Management
Relevancy Drives Predictable Recipient Behaviour 
4 
•Resonate with the Recipient 
•Connect throughout the Interaction/Engagement 
•Understood with Ease 
•No Questions Unanswered [No ‘So What’ ; No ‘Prove it’] 
•Creation of Positive and Memorable Experience/s 
•Ensures the Recipient receives a Positive Message. 
Delivery of a Message 
Recipient Perception 
Receptive Gap 
Moment of Truth 
Relevance 
Source: www.sales-synthesis.co.za 
Predictable Recipient Behaviour 
Accuracy with these items reduces the ‘Receptive Gap’ and enables ‘Resonance’ 
A Recipient receives information via all of their senses! Use as many, and as often, as possible.
Carthorse Behaviour is based on Brawn rather than Brains 
5 
Question: What is a Carthorse? 
Answer: A large strong horse bred for drawing heavy loads 
Consider what would happen if a Carthorse was to be driving opportunities 
Bid decisions based on a ‘Barrage of Implausibility’
Bid Decisions must be made with Brains and NOT Brawn 
6 
Bid decisions based on a ‘Barrage of Implausibility’ 
Bid decisions based on Logic & Harmony 
Carthorse 
Orchestra 
Muscle 
Mind 
Trajectories of Possibilities 
Consider what would happen if a Carthorse was to be driving opportunities 
Without an accredited Bid Manager, or Conductor, what is essential is invisible to the eye 
Common sense is a bid necessity, but usually so rare it’s not that common
Control MUST be given to one person for a Successful Submission 
7 
Bid Manager [BM] 
Conductor 
•Team with valued Differences 
•Multi-layered [all levels – even higher than BM] 
•Multi-talented [reserve knowledge] 
•Managed Resources [managed by Bid Manager] 
•Group with valued Differences 
•Multi-layered [all experiences – even more than Maestro] 
•Multi-talented [reserve skills] 
•Managed Resources [managed by Conductor] 
Non-Debatable Control 
Decisions based merely on positional power can bring out the best and worst of the human spirit
Conductor 
Disconnects are Disastrous for Harmonious Bids 
8 
Bid Manager [BM] 
•Team with valued Differences 
•Multi-layered [all levels – even higher than BM] 
•Multi-talented [reserve knowledge] 
•Managed Resources [managed by Bid Manager] 
Points to Ponder 
•Control: Without complete control by a Bid Manager the submission could be influenced by ‘emotional’ inputs 
•Follow my Leader: Positional power influencing the strategy/submission is a ‘killer’ 
•Account Management: ‘Cul-de-sacs’ inhibit the development of a sound Capture Plan 
•Account Managers: Not the only people who may understand the client. Welcome all input/comments 
•Action Plan: Bid Team members digressing from allocated actions cause consternation and confusion 
•Account Plan: Must have a communicated strategy and include activities, tasks, deliverables, resourcing and timelines etc. [i.e. A PLAN]. Not merely a regurgitation of a client’s Annual Report 
•Differentiation: Inability for a collective, cohesive value proposition will result in the submission being ‘one of many’ 
•Corporate Pressure: Global on Local pressure always causes major disconnects across Multi-National Companies (MNCs) 
•Sales Tools: Using inappropriate sales tools (i.e. old ones used – even when product portfolio has changed) disables possibility of crafting a relevant value proposition 
•Shoehorning: Forcing inappropriate offerings 
•Qualification: Table all opportunity assessments/perspectives and assess – unemotionally.
The Bid Submission must be Harmoniously Aligned with all Client Levels 
9 
Points to Ponder 
•The Bid Manager is the conductor of the orchestra 
•Engagement at all levels must be based on a strategy (from the agreed Account Plan) & not just be coffee & cake sessions 
•A Bid Steering Committee is only as valuable as its openness to new thoughts & ideas [Positional Power does not buy ‘real agreement’] 
•Resource alignment is a science. An Account Manager is not merely a salesperson/businessman with a new suit 
•The Client Strategy should be presented and signed-off by the Client (i.e. It should be mutually agreed). 
NB: Whatever made your organisation successful will [without intervention/s] eventually be its downfall. Do NOT hold onto sacred cows or dated views/concepts. 
Client/Provider Sustainability 
Offerings 
Clients 
Relationships
It’s Your Choice 
It’s Your Choice 
Closing Statement related to Successful Bids 
10 
Do not allow your ’Orchestras’ to degenerate into ‘Carthorses’ else… 
you will dispose of ‘Real Fun’ and replace with a ‘Funeral’ 
NB: If you like anagrams then look closely at the red words ! 
Win or Lose !!!

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Ten slides in Ten Minutes - Orchestras or Carthorses

  • 1. S S Ten Slides in Ten Minutes: Orchestras or Carthorses [Capturing the Hearts and Minds of Prospects & Clients] Presented by: Bill Graham CP.APMP September, 2014 bill.graham@sales-synthesis.co.za Client/Provider Sustainability Offerings Clients Relationships
  • 2. 2 An Orchestra Produces Pleasingly Harmonic Music The Conductor of an orchestra is a Maestro. They may be able to play particular instruments but they’re actually there to pull all of the inputs together to create a wonderful piece of “professional music”. The resultant music is delivered in an acceptable format. The resultant music resonates with the listener. The resultant music has ‘repeat’ performance acceptability In addition to the core orchestral complement, various other instruments may be called for occasionally
  • 3. 3 Bid Management takes on a Life Like an Orchestra The Bid Manager is a Maestro. They may be able to produce bid content but they’re actually there to pull all of the inputs together to create a wonderful client-focused submission. The resultant submission is delivered in an acceptable format. The resultant submission resonates with the reader. The resultant submission has ‘repeat’ performance acceptability Orchestra Bid Management
  • 4. Relevancy Drives Predictable Recipient Behaviour 4 •Resonate with the Recipient •Connect throughout the Interaction/Engagement •Understood with Ease •No Questions Unanswered [No ‘So What’ ; No ‘Prove it’] •Creation of Positive and Memorable Experience/s •Ensures the Recipient receives a Positive Message. Delivery of a Message Recipient Perception Receptive Gap Moment of Truth Relevance Source: www.sales-synthesis.co.za Predictable Recipient Behaviour Accuracy with these items reduces the ‘Receptive Gap’ and enables ‘Resonance’ A Recipient receives information via all of their senses! Use as many, and as often, as possible.
  • 5. Carthorse Behaviour is based on Brawn rather than Brains 5 Question: What is a Carthorse? Answer: A large strong horse bred for drawing heavy loads Consider what would happen if a Carthorse was to be driving opportunities Bid decisions based on a ‘Barrage of Implausibility’
  • 6. Bid Decisions must be made with Brains and NOT Brawn 6 Bid decisions based on a ‘Barrage of Implausibility’ Bid decisions based on Logic & Harmony Carthorse Orchestra Muscle Mind Trajectories of Possibilities Consider what would happen if a Carthorse was to be driving opportunities Without an accredited Bid Manager, or Conductor, what is essential is invisible to the eye Common sense is a bid necessity, but usually so rare it’s not that common
  • 7. Control MUST be given to one person for a Successful Submission 7 Bid Manager [BM] Conductor •Team with valued Differences •Multi-layered [all levels – even higher than BM] •Multi-talented [reserve knowledge] •Managed Resources [managed by Bid Manager] •Group with valued Differences •Multi-layered [all experiences – even more than Maestro] •Multi-talented [reserve skills] •Managed Resources [managed by Conductor] Non-Debatable Control Decisions based merely on positional power can bring out the best and worst of the human spirit
  • 8. Conductor Disconnects are Disastrous for Harmonious Bids 8 Bid Manager [BM] •Team with valued Differences •Multi-layered [all levels – even higher than BM] •Multi-talented [reserve knowledge] •Managed Resources [managed by Bid Manager] Points to Ponder •Control: Without complete control by a Bid Manager the submission could be influenced by ‘emotional’ inputs •Follow my Leader: Positional power influencing the strategy/submission is a ‘killer’ •Account Management: ‘Cul-de-sacs’ inhibit the development of a sound Capture Plan •Account Managers: Not the only people who may understand the client. Welcome all input/comments •Action Plan: Bid Team members digressing from allocated actions cause consternation and confusion •Account Plan: Must have a communicated strategy and include activities, tasks, deliverables, resourcing and timelines etc. [i.e. A PLAN]. Not merely a regurgitation of a client’s Annual Report •Differentiation: Inability for a collective, cohesive value proposition will result in the submission being ‘one of many’ •Corporate Pressure: Global on Local pressure always causes major disconnects across Multi-National Companies (MNCs) •Sales Tools: Using inappropriate sales tools (i.e. old ones used – even when product portfolio has changed) disables possibility of crafting a relevant value proposition •Shoehorning: Forcing inappropriate offerings •Qualification: Table all opportunity assessments/perspectives and assess – unemotionally.
  • 9. The Bid Submission must be Harmoniously Aligned with all Client Levels 9 Points to Ponder •The Bid Manager is the conductor of the orchestra •Engagement at all levels must be based on a strategy (from the agreed Account Plan) & not just be coffee & cake sessions •A Bid Steering Committee is only as valuable as its openness to new thoughts & ideas [Positional Power does not buy ‘real agreement’] •Resource alignment is a science. An Account Manager is not merely a salesperson/businessman with a new suit •The Client Strategy should be presented and signed-off by the Client (i.e. It should be mutually agreed). NB: Whatever made your organisation successful will [without intervention/s] eventually be its downfall. Do NOT hold onto sacred cows or dated views/concepts. Client/Provider Sustainability Offerings Clients Relationships
  • 10. It’s Your Choice It’s Your Choice Closing Statement related to Successful Bids 10 Do not allow your ’Orchestras’ to degenerate into ‘Carthorses’ else… you will dispose of ‘Real Fun’ and replace with a ‘Funeral’ NB: If you like anagrams then look closely at the red words ! Win or Lose !!!