Proposal Land

Better RFP Responses & Management
 
Proposal Land

A 40-Second Read

This report can be read
in 12 minutes.

In 1935, Morris Llewellyn Cooke submitted a proposal to President Roosevelt and his Cabinet.

The subject? Farm electrification.

The proposed method? Farmer cooperatives (pay $5 to join) plus some government help.

The results? Proposal accepted. Within 7 years, 5 out of 10 American farms were connected to the grid, compared to 1 out of 10 in 1935.

So what’s with the quote?

[Cooke] prepared a formal proposal, now renowned in bureaucratic history for being boldly bound in black-and-white zebra stripes and illustrated with attractive watercolors of bright red barns, with a note on the cover stating, “This report can be read in 12 minutes.”
– The Men Who United the States (pg 380), Simon Winchester

When you know what you want to say, it doesn’t take long to say it. Or write it. Or read it.

Blessings upon you.
– Evaluators, then as now

We don’t usually time how long it takes to read our proposals. Maybe we should. The black-and-white zebra stripes are optional.

 

Term: Scope of Work

At one level, a summary description of the Work and what it comprises: the contractor’s responsibilities.

At another level, the line-by-line specification of the Work that governs exactly what the contractor is obligated to provide.

Not acronymized as SOW, although it obviously could have been. SOW always refers to the Statement of Work.

Getting Better Results from Reviews

People contribute what they can.

This is something I’ve heard more than once, usually when ranting about getting spell-checkers and typo-alerters and colour-pallete-criticizers when what I wanted was compliance-confirmers or solution-improvers or presentation-enhancers.

People contribute what they can.

It’s true: They do, and I do, and not a mite more.

Continue reading“Getting Better Results from Reviews”

Advice to Proposal Professionals: Ask if It isn’t Clear

The technical plan shall explain
how it will address each element of the SOW.

Does this submission requirement mean that writers have to respond (in some way) to every SOW line item?

Who knows?

A SOW “element” is not a defined term in Proposal Land.

An “element” could be one of the distinct service areas being contracted out – usually countable on no more than two hands. For example:

  • In site services the “elements” might be facilities maintenance, fleet maintenance, O&M of utility plants, waste management, roads & grounds maintenance, and aerodrome maintenance.
  • In administrative services for benefits programs for client employees the “elements” might be website development, individual counselling, group presentations, financial controls, and reporting.

An “element” could be one of the four to seven major activities within each service area – often countable on one hand. For example:

  • In aerodrome maintenance the “elements” might be electrical/electronic maintenance (navaids, radar, weather observation equipment), snow removal in winter, wildlife management, prevention of foreign-object damage.
  • In reporting the “elements” might be financial reporting, performance reporting, and customer-satisfaction reporting.

And “elements” could, indeed, be every last numbered line item in the SOW – always too high a number to count.

There are likely other possibilities, but that doesn’t change the point. If the level of the requirement is not stated clearly, you should ask for clarification. Early. Clients aren’t trying to trick you: They just don’t know that such language is unclear.

Short of asking, the only safe alternative is to assume they mean every numbered line item, and to write a response to every line item. That’s a lot of work for something the client might not even want. Might, even, actively not want.

So while contracts experts read the draft contract looking for unclear or unacceptable business terms, and technical experts read the SOW looking for unclear or impossible-to-meet work requirements, assign some proposal experts to read the response instructions looking for unclear submission requirements, especially potentially onerous ones. Assign people who understand the implications of vague instructions and who know a vague term when they see one.

And. Then. Ask.

Early.


Related Post: Advice to Procurement Professionals: Be Clear

 

There Can Be Only One

So, like, The Highlander movies are about the opposite of teamwork: After all, at the end of the eons, there can be only One. Am I showing my age? Does anyone under 50 even know about these movies?  I only saw the first one, but I remember this scene vividly.

Anyway. Too often, proposal teams are not big believers in The Power of One. Too often, every One tries to do everything and so, perhaps counter-intuitively, some things don’t get done at all.

It’s worth looking at a better way to work together: Trust, but verify. Or, in Proposal Land terms . . .

Assign responsibility.

Check output.

Today I’m thinking particularly about photos. Stories. Kudos. Everyone knows they add value to a proposal; no one has time to dig them out. What to do?

Assign responsibility. Get the holder of the budget to give you one “extra” person to get photos, stories and kudos:

  • To relieve the tedium of the average proposal page with at least one project photo in every section
  • To highlight your successes with client kudos and stories about your above-and-beyond moments

Of course you really really want stories that are targeted precisely to the work you’re bidding on, but even stories that illustrate a desirable characteristic in a different context are worthwhile.

Like taking an owner’s interest . . .

On our own initiative, we investigated why the client’s water bills had not decreased, even with a large drop in end-user numbers. Our technicians discovered that the valve meant to shut-off water flow to an underground holding tank was broken: It was like having the world’s largest running toilet. Its repair saved our client $20,000. Every year. And contributed to their sustainability goals.

Like delivering outstanding customer service . . .

We took over operations responsibility for a new building on schedule but before all systems had been finally commissioned: The elevators weren’t running. But high-profile clients were determined to move into their offices on schedule, so our staff worked the weekend, carrying client boxes up the stairs. Twenty flights of stairs.

Both are true stories.

You get the idea. And so will the evaluators.

Check the output. Don’t wait until Red Team to look for these. Post them on the wall as soon as they’re developed so you can see them.


Not convinced? Trust me: Your operational staff know these stories. They just need some One to tell them to. Because you can trust me on this, too: Most operational staff won’t take the time to write these down.

And remember that you don’t likely need this extra One for the whole proposal. A dedicated One — unencumbered by other solution-development or writing tasks — can do an amazing amount in two or three weeks

Convinced and want to do even better? Assign some One in the permanent organization the task of collecting, polishing, and hash-tagging these stories throughout the year. That way, you don’t have to add this effort to an overloaded proposal schedule.