The document discusses how proposal professionals can use industry best practices from frameworks like CMMI, ITIL, PMBoK to improve their operations. It recommends analyzing job functions and linking them to relevant practices, such as using PMBoK for risk and cost management, ITIL for knowledge and configuration management, and CMMI for process improvement. Templates, metrics, and standard operating procedures developed following these frameworks can enhance areas like planning, quality, communications and performance management.

1. Using CMMI, ITIL, and PMBoK to Improve Proposal Operations Presenter: Brenda Crist Lohfeld Consulting Group

3. Do These Processes Meet All Your Job Needs?

5. What Can We Learn from Industry to Improve Our Management of These Tasks?

7. What Can We Learn from PMBoK?

8. PMBoK Highlights Offers a framework for project management backed by project management best practices

11. Examples Create a Pipeline Create a Work Breakdown Schedule ID# Agency Name Description Capture Status RFP Date Value 110 DOE ELMS Program BPR Smith Pre-RFP 5/1/09 $25M 210 DOC IPS Program Help Desk Jones RFP 6/1/09 $50M 330 Navy TACS Program Call Center Turner Future 9/1/09 $40M

15. Incremental Quality Controls Build time in for quality reviews throughout the proposal life cycle

18. Communications Plan

20. What Can We Learn from ITIL?

21. Information Technology Infrastructure Library (ITIL) Framework If your job requires more than just proposal management, ITIL offers a framework for the delivery of services

24. Knowledge Management Services

29. Configuration Management Services

30. ITIL Configuration Management Tips Keeping knowledge under configuration control increases proposal preparation efficiency

32. What Can We Learn from CMMI?

33. Capability Maturity Model Integration (CMMI) Process in unpredictable, poorly controlled, and reactive Process is characterized but is often reactive Process is defined, repeatable, and proactive Process is measured and controlled Focus on process improvement CMMI is a process improvement approach Level 1 “ Initial ” Level 2 “ Managed ” Level 3 “ Defined ” Level 4 “ Quantitatively Managed ” Level 5 “ Optimizing ”

37. Consider Using Software Development Techniques to Facilitate Proposal Management

41. What Can We Learn from ISO 9001:2000?

44. Sample SOP SOP Element SOP for a Proposal Kick-Off Meeting Agenda Instruction Develop an Agenda for the Proposal Kick-Off Meeting. The Agenda should contain a welcome from executives, a bid review, proposal schedule, writing assignments, and meeting schedule Owner Proposal Manager Metric Distributed at Kick-Off Meeting Monitoring Method Capture Manager works with the Proposal Manager to ensure it is being created Evaluation Method Executive Management and the Capture Manager review the agenda prior to the meeting and Proposal Manager makes corrections Reporting Method Agenda distributed at the Kick-Off Meeting and stored in the Proposal Library Audit Method Quarterly review of Proposal Library to determine if the Agenda is present

46. To determine if industry best practices can help, make a list of your job functions

49. Link Functions to Best Practices Link your job functions to best practices and create SOPs to enhance your performance Function Best Practice Area Risk Management PMBoK Risk Management Cost Management PMBoK Cost Management Knowledge Management ITIL Service Transition for Knowledge Management Continual Improvement CMMI Continuous Process Improvement and ITIL Continual Service Improvement Quality Management ISO 9001:2000 and CMMI Process and Product Quality Assurance Process Area Communications Management PMBoK Communications Management Configuration Management ITIL Service Transition for Configuration Management and CMMI Configuration Management Process Area

51. Thank You Brenda Crist APMP NCA Vice President Professional Day Committee Chairperson 2009 Principal, Lohfeld Consulting Group www.lohfeldconsulting.com [email_address] 301-466-9566