SUCCESSFUL BID MANAGEMENT

A 2 day interactive workshop for all those involved in managing bids for goods and services.

WORKSHOP OBJECTIVES

To sharpen internal skillsets and identify - and where possible resolve - issues arising from the workshop.

 

Why you should attend

Business is difficult enough to get these days….competition is strong and getting stronger all the time. When a supplier is bidding for a contract, the cost of bid can be a heavy overhead - sometimes up to 10% of the contract value. Too many lost bids can weaken the supplier's profitability - or make them uncompetitive.

How do you qualify prospects, write effective proposals and manage the bid in order to optimise your chance of success?

This seminar will help you:

Who should attend

How you and your organisastion will benefit

Participants will lean how to respond to requests for proposals and bids and to produce proposals that help sideline the opposition and improve chances of success. Remember, some 10% of the contract value may go in cost of bid - that's a lot to put at risk. See how to improve the odds in your favor.

Programme

Introductions and Seminar Objective

Opening Forum

Delegates identify the key challenges they face in proposal writing and submission. Before the course commences, delegates will have been issued with a real l Invitation to Tender (ITT) which the company has received and will have had time to read and consider it.

We review this as a case study to be referenced throughout the workshop and to be used as a basis for syndicate work throughout the workshop, highlighting its crucial elements, opportunities and challenges.

  • Back to Basics: Principles of Bids

    What is a bid or proposal?
    The Evolution of a Proposal
    Vendor-Customer Cooperative Proposals; Budgetary, Formal and Informal Proposals
    Qualifying the Opportunity; Re-qualifying on Risk and Duration of Sales Cycle
    Handling Priority Conflicts: Today's Bread & Butter or Tomorrow's Jam?
    The Bid Team: roles of the core team and its support. Roles of Sales and Product teams.
    One person Bid Teams.
    Bid Teams for PFI
    Responding to Requests for Registration of Interest
    Responding to an Invitation to Tender; Compliance - but how far?
    Analysing Competitors Capabilities
    Contract Duration
    Creating a Win/Win Proposal
    Full and Final Offer

  • Who owns the Bid Process?

    The Bid Team:

    the core team and support roles.
    One person Bid Teams.
    Bid Teams for PFI

    How Proposals are Evaluated

  • Practical #1

    How are these principles to be applied to the Case Study Invitation to Tender? Syndicates explore the possibilities, consider and present their views for discussion.

  • Practical #2

    Delegates formulate their response the Case Study Invitation to Tender, and begin to put into practice the principles discussed during the day.

  • Pause for Breath: What do you Need to Know?

    No Invitation to Tender is complete; many are ambiguous and some are downright misleading. Syndicates raise -and discuss - the problems discovered with this particular ITT. How can the gaps be filled?

  • Managing Exposure: Conditions, Specifications and Service Level Agreements

    Quality standards: ISO 9000
    How to specify the requirement
    Service Levels and Support Issues
    What Makes Good and Bad Service Level Metrics
    Quality in Dynamic Environments
    Performance and throughput criteria: Quality V Utilisation Variability
    Whose Terms & Conditions? Striking the Balance - Protection or Negativity?
    Challenging Customer Terms & Conditions
    Managing Risk
    Working in Consortia as Prime or Subcontractor; Approaches and Controls

  • Practical #3

    Syndicates finalise the key points of their bid.

  • The Proposal Document

    How to Make Product Negatives Positive
    Proposal Structure, Content and Format:
    Covering Letter, Executive Summary, Body and Appendices -balance; who should write what?
    Proposal Standards; Use of Templates; Style, Language and Presentation; Corporate Identity; Differentiation;
    Electronic Proposals. Translation Issues - Scope for Discrepancies
    Content: The 5 Vital Messages; The Importance of AIDA
    Establishing credibility; Demonstrating Value-added on Bought-in Content
    Writing Proposals with Punch
    Offering Better Terms - At Marginal Cost
    Pricing Structures and Value Added Extras
    Alternative Offers and Creative Solutions - or Customer Confusion?
    Selling the numbers: Product Differentiation; Cost of Ownership and Cost / Benefit Issues
    Proposal Pitfalls - How to Avoid Them
    Reviewing Team and One-Person Proposals

  • The Decision Cycle

    The battle is not over until the contract is placed. There is a window of opportunity while bids are being assessed. What can - and must - suppliers do to keep their Proposal live. What must they not do? What concerns will the prospect have - and how do we allay them? The role of specialist purchasing staff and the role of the technical expert. Influencing the Decision Making Unit during the Decision Cycle.

  • Review and Forum

Workshop Leader

Andrew Hiles

 

 

Books by Kingswell Consultants

Books on Service Management

Hiles, A. N. The Complete Guide to IT Service Level Agreements, Matching Service Quality to Business Needs.. ISBN 0-9641648-2-5 published by Rothstein Associates Inc.  The standard work on IT Service Level Agreements.

Hiles, A. N. E-Business Service Level Agreements: Strategies for ISPs, ASPs, *SPs and CLECS.  Published by Rothstein Associates Inc.  The first book to deal specifically with e-commerce Service Level Agreements.

Hiles, A. N. Service Level Agreements, Winning a Competitive Edge for Supply and Support Services.  ISBN 0-9641648-4-1published by Rothstein Associates Inc. This book applies Service Level Agreements to services other than IT. Real case studies and example SLAs are provided ranging from Human Resources, Logistics, through Training, Livestock Handling, Logistics and Field Service Engineering.

Hiles A.N. and Gunn, Dr. Y. Creating a Customer-Focused Help Desk: How to Win and Keep Your Customers. Published by Rothstein Associates Inc. ISBN 0-9641648-6-8 This book has the support of the Help Desk Institute www.helpdeskinst.com

Books on Business Continuity

Hiles A.N. Business Continuity Management: Best Practice. Published by Rothstein Associates Inc. ISBN 0-9641648-3-3.  This book explicitly covers all the ten areas of business continuity competence required for membership of the Disaster Recovery Institute International (DRII) and the Business Continuity Institute (BCI).

Hiles A.N. Enterprise Risk Assessment & Business Impact Analysis – Best Practices ISBN 1-931332-12-6 Published by Rothstein Associates Inc. Covers many techniques and methods of risk and impact assessment with detailed examples and checklists.

e-Publication. Kingswell books on Business Continuity, Service Level Agreements and  Help Desk Management will shortly be available by page download in conjunction with Rothstein Associates Inc and Books24x7.com.

New and updated books. Existing  books Business Continuity Management – Best Practice and IT Service Level Agreements have been extensively updated. See our products page or visit www.rothstein.com .

All the above books can be obtained from:

Rothstein Associates Inc.
4 Arapaho Road
Brookfield
Connecticut
0608-3104 USA

www.rothstein.com

e-mail pjr@rothstein.com

Telephone: USA: 1-888-ROTHSTEIN
Worldwide: +1 203 740 7400

Hiles A.N. Guide to Risk Management. Published by the Institute of Chartered Accountants of England and Wales.

Hiles A.N. and Barnes, P. (Editor and main contributor) The Definitive Handbook of Business Continuity Management, John Wiley & Sons, 1999, ISBN 0 471 98622 4.

Hiles, A.N. (contributor), Croner’s Purchasing and Supply Guide to I.T., 1994, ISBN 1 85524 271 0

Hiles, A.N. (contributor), Guide to Business Continuity Management, 1999, for the Confederation of British Industry by Caspian Publishing

Hiles A.N. (contributor) Business Continuity Management, 2000, Institute of Directors / Department of Trade & Industry.

 

Kingswell © 2005