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1、Creating Effective ProposalsProposal Process,C O N S U L T I N G,The Proposal Itself,Following the processPlanning,planning,planning,The RFP:Obtaining Your Copy,Proposal Coordinator-assigned by Partner,copying responsibilityRecipients:PartnerProposal ManagerBDM(s)Support staffWritersLegal Counsel(if
2、 appropriate)Always keep extra copies on-hand,What to Do When There is No RFP,Refer to the Opportunity Fact Sheet(OFS)filled out by the KPMG Partner/BDM/Sr.Manager Contains much of the information found in an RFPServes as the RFP for the proposalAnalyze the Business Opportunity outlined in the OFS j
3、ust as you would an RFPIs there a compelling reason to bid?Rely on the KPMG contacts knowledge about the client,the opportunity,and the competition,Organizing the Proposal Response,Proposal Roles/Responsibilities,PartnerWorks with BDM/Sales Lead to validate client needs;identifies and assigns propos
4、al team resources;approves proposed KPMG approach and final pricing;reviews proposal prior to production;signs proposal.Proposal ManagerDay-to-day management of the proposal team,sections,and production;sets schedule and delegates assignments;ensures punctual completion of proposal tasks and overall
5、 proposal quality;owns the proposal creation process;works with Partner to create themes.Proposal CoordinatorCopies and distributes RFP/OFS;creates and enforces proposal calendar;manages version control for all sections;helps coordinate production/delivery effort.,Proposal Planning Pieces,Typical Pr
6、oposal OutlineExecutive SummaryTechnical Approach/Work Plan/Project ScheduleStaffing Qualifications/ResumesProject ManagementTeam Quals/Past Performance(project engagements)CostAssumptionsProposal Contact ListCalendar/ScheduleProduction Checklist,Develop Outline with Assignments,Use the proposal for
7、mat section number of the RFP Mirror RFP section numbers/titles verbatimInclude RFP requirements and evaluation criteria numbers for writer reference,Developing a Calendar/Schedule,Key events:Proposal kickoffStoryboards-section brainstorming sessionsDraft questions about RFP due to client contactFin
8、al questions due to the clientDrafts due(Blue Team,Red Team,Final)Final manager/Partner review(s)Work plan and costing due datesFinal edit and formatting(together if possible)Production(print,proof master,copy,assemble,and ship!)Proposal delivery timeOther RFP dates such as orals and contract awardA
9、ny scheduled absences/vacations of team members,Developing Tip:Back up from final due date for each activity.,Proposal Kickoff,Stresses importance and purpose of deal-Partner,Proposal Manager,and BDMIntroduces calendar/scheduleWin themes and discriminatorsAssigns roles and responsibilitiesGuidelines
10、 to writersQuestion submission proceduresTechnical/business solution overviewResponse assumptionsCompetition-other bidders,Proposal Theme Definitions,A recurring thoughtA point of emphasisAn advantageA discriminatorAn undeniable truthA unique featureA compelling pointA competitors disadvantage,Why W
11、e Need Themes,Picture the mindset of the customer:I dont know who KPMG isI dont know KPMGs capabilitiesI dont know KPMGs related/relevant experienceI dont know your past performanceI dont know your technical approachI dont know your management styleI dont know what youre selling,Proposal Theme Examp
12、les,Good Theme:“KPMG has been serving the higher education community for over 25 years.Our practitioners average 10 years of experience,and were either groomed in higher education or have consulted in this market for several years.”Bad Theme:“KPMG is unquestionably the best of the Big Five companies
13、.”,First Draft(Blue Team)Review,Checkpoint for Partner/BDM/Proposal Manager Limited to proposal contributors onlyDraft should be complete,but can be rough in spotsFocus on identifying serious weaknesses and inconsistencies,and on RFP-compliancenot a time for line editingUsually occurs 3-5 days befor
14、e Red TeamBe constructiveno finger-pointing,defensive rebuttals,or whiningEmphasis on preparing a solid Red Team draft,Red Team Review,Generally limited to non-authors,senior staff membersincludes representatives from both prime and subsDraft should resemble the proposal as it will be deliveredRed T
15、eams job is to be critical and to find faultexpect it;dont argue;dont get angry or defensiveProposal should be scored to show strengths/weaknessesReviewers should make specific and constructive comments Red Team debrief should occur 3-5 days before due datePost-Red Team debrief-new assignments are m
16、adeoften reduces size of proposal team,Final Mgmt.(Gold Team)Review,Final pre-production reviewGenerally involves Partner,BDM,Proposal Manager2nd Partner review required for bids of$500K and upLast opportunity to verify scope,themes,messageFinal validation of compliance,completeness,and accuracyProp
17、osal Manager has province over all final changes,Final Edit,Assigned by Proposal Coordinatorinclude second reviewer,if necessaryConsistency-some things to look for:Project nameAcronyms(spelled out once at the beginning?)Terminology(does it match the RFP,if applicable?)PlacesCustomer nameInternal KPM
18、G groups and divisionsFormat of resumes and qualificationsBulletsHeaders and footers,Looks Arent Everything,but.,Pick out a few pages to“colorize”Develop/print Executive Summary in colorDevelop an interesting and thematic cover(use client-specific graphics,concepts)Use binders,card stock,pre-printed
19、 tabs,Production Planning,Prop.Manager assigns repro responsibilityPlan in advanceBook a central production room early onSet aside time for a final quality check of your reproduction masterUse a high-quality binderPackage Cost Volume separately,if allowedAllow plenty of time,even if outside sourceIt will take longer than you think,Any Questions?,Carl RosenblattBDST Manager,Public ServicesTysons Tower703 747-6508,
