Upcoming Events Board of Directors Masthead President's Corner

The President's Corner

Our National Capital Area Chapter of APMP constantly renews its resources and tools. This month we celebrate the launch of a newly designed, online newsletter. It's still the Executive Summary, but it's easier to search, easier to read, and maybe a little more light-hearted. The Tombstone series from Tom Harmon will help us laugh at ourselves, and the Radio Button surveys will keep us connected to the world beyond proposals. We've moved our advertisers to banners rather than ads, and will have drop-down boxes to help them promote their own activities. Congratulations to the team that put the new format together. They have proven to us again that a good product comes out of a good team. Maggie Mestraud, Chris Froberg, Ralph Scherer, and Cathy Kilday have moved quickly to develop the new site and hope that you will continue to support it with fresh content and articles.

This kind of renewal is critical if an individual, organization or company wants to be successful, and that's where our APMP and our chapter can be an asset. We live in an era of change, and the dramatic changes in the focus of the federal government, the shifting changes in state economies directly and immediately affect our business. It has become common for business development and proposal departments to manage multiple deals at one time, adjusting daily to changes in schedules and priorities. Our next Roundtable will be an opportunity to listen to a lively discussion about the automation tools that are changing the way we do our jobs. As RFPs change and include a larger emphasis on oral presentations, as state RFPs require more stringent past performance guidelines, as more emphasis is placed on the capture process, we need to understand requirements, processes and how to win. These Roundtables are the best place for you to hear what's new and changing in the world of business development and proposals. (Tools, trends and effective processes for winning proposals are part of the discussion at every table, every event).

This year’s APMP 16th Annual Conference in Phoenix, Arizona is focused on personal renewal. Winning and Living: Achieving the Balance will look at ways we can achieve balance, while still focusing on winning work. Several of our Chapter members will be presenting. Patty Nunn will talk to communicating under pressure, Carl Dickson will do a presentation on doing a proposal the wrong (and the right) way and Dennis Berg and Michelle Petty will discuss business development as a team. This will be a good time to get to know more proposal professionals from across the country and take in new information about where we’re headed.

If Arizona is too far away, or you can’t spare the time, make this the year to network within our own community at meetings and on committees. We can renew our own skills through our chapter, and the best way to start is to get involved.

Russell Smith is the NCA Chapter President for 2005.

 

 

Is your contact information on the APMP Web site up to date? If you’ve changed jobs, gotten a new cell phone or gotten a promotion or changed your business location, let us know. Go to the APMP Web site, click member database and update your member profile. If you do not know your login information, email info@apmp-nca.org.

 

LCG -- Lohfeld Consulting Group, Inc.

Boss Staffing -- Fear No Deadline.


Wednesday, May 18 Roundtable
Fairview Marriott

"Are you working smarter . . . or harder? It is amazing how many companies still do everything the hard way when computer tools can now do many things for you better, faster and cheaper. What is your life, weekend or evening worth?

Real Users Talk about Real Experiences

Join us at the May Roundtable to hear John Bender from Advantage Consulting lead a panel discussion based on his experience with automation tools for business development and proposals. No sales pitches, these will be real users talking about real experiences. With 10 years of reviewing off-the-shelf tools, John will describe the capabilities now available and the challenges using them. A panel of users from local companies will describe their experiences implementing and using a variety of tools. One company will talk about building their own. We hope to hear lots of questions and experiences from the audience too. Don't miss what could be the most informative and valuable program you see all year.

You don’t have to be a member to attend a Roundtable; this event is open to everyone. The next Roundtable will be held at

Marriott Fairview Park
3111 Fairview Park Drive
Falls Church, VA (Click for directions)

5:50 Networking
6:15 Served Dinner
7:00 Presentation

Tickets: Until May 13: $44.00; at the door after May 13: $55.00

Register and pay by credit card now or mail check to:
APMP-NCA, PO Box 3063, McLean, VA 22103-3063

If you have special dietary needs, click here, and let us know what your needs are for the dinner before May 13.

 

Sign up now for the next Roundtable at the Fairview Park Marriott on May 18. Join us a discussion about the business development tools that are changing the way we do our jobs.

 

 


Cartoon by Bill Dowling


The Ghost is an actual capture decision or win theme that comes back to haunt us after the award decision goes to another. The Tombstone reflects an actual quote made by a principal after the Government debrief, that conveys an ironic departure from reality.

 

EBG -- Government Contracts and Technology Practice

 

Capture Planning

How Do Reviewers Really Evaluate Your Proposals?

In his most recent book, Blink: the Power of Thinking without Thinking (2005), best-selling author Malcolm Gladwell points out that most people come to conclusions in about two seconds. Gladwell’s argument is supported by psychologists and social scientists who study how people make day-to-day decisions in an uncertain world. Their findings have important implications about how reviewers evaluate our proposals.

According to research on decision-making, there are three interconnected aspects of thinking that people use to make decisions:

  • People use realistic amounts of time, information, and computational resources.
  • People exploit the structure of information in their environment.
  • People exploit the structure of information in their social environments, usually by interacting with other people.

Reviewers make their decision in six minutes

From the perspective of proposal development, perhaps the most important conclusion about these studies is that people make decisions fast, frugally, and by using small amounts of information. This is especially true when individuals have limited time, incomplete information, and often cannot calculate the consequences of their decisions. This description of typical decision-making seems to fit the proposal review process perfectly. Most reviewers do not spend inordinate amounts of time evaluating an individual proposal, they often do not have enough information to evaluate it thoroughly, and they are unsure of the long-term consequences in choosing one proposal over another.

Reviewers don’t have enough information to really evaluate proposals

Because reviewers rely on fast and frugal decision-making, proposal professionals should design the structure and content of their proposals so that reviewers can gather and process information as effortlessly as possible. There are three obvious approaches that we can take to help them.

First, we can provide reviewers with a comprehensive compliance matrix to demonstrate that the proposal is compliant with the Request for Proposals (RFP) and to help them find information easily. Second, we can use the principles of sound informational design to organize our proposals to make it easy for evaluators to quickly understand the information that interests them. And third, we can depict quantitative evidence, processes, and cause and effect with compelling visual explanations.

Like the rest of us, reviewers rely on immediate recognition

Beyond these three approaches, proposal professionals should recognize that the most common form of thinking that reviewers use is recognition, which divides the world into unrecognized objects, ideas, people, or other topics, and everything else. It works quickly and with limited knowledge, and thus it is an extremely straightforward form of decision-making.

Recognition is a powerful form of thinking because a search that relies on recognizing information makes fewer demands on memory and computational skills than a search for alternatives. This is especially true under time pressure, when individuals are apt to use simple strategies to solve problems and make decisions. Nothing is simpler and more direct than recognizing and recalling relevant information.

Because recognition is so widely used to make decisions, you should organize the structure and content of your proposals to help reviewers quickly recognize that you have fully responded to the evaluation criteria. To accomplish this, consider doing the following:

  • Organize your information by (1) structuring the proposal according to the RFP instructions; (2) discussing your points in decreasing order of importance; (3) summarizing your major points and benefits throughout the proposal; and (4) focusing on the needs and mission of the agency or business.
  • Develop no more than five major theme statements that are directly linked to the evaluation criteria and use them to organize the content of your proposal.
  • Ensure that all your major theme statements have solutions, benefits, and proof.
  • Write your Executive Summary for non-technical reviewers.
  • Link your benefits and features clearly to the evaluation criteria.
  • Write simply and clearly. Use short sentences and paragraphs. Use plenty of white space. Use the active voice. Begin paragraphs, whenever possible, with a thesis statement.
  • Use plenty of bulleted lists and numbered lists to make important points.
  • Use headings with the exact wording from the RFP.

Reviewers have limited time and resources. They must rely on a mental toolbox of fast and frugal techniques to make decisions. Consequently, reviewers use as little of the available information in proposals as possible to make judgments, which enables them to work in ways that are satisfactory to themselves and their superiors.

Our challenge as proposal professionals is to create proposals that encourage reviewers to use simple kinds of thinking, such as recognition. Although this may appear obvious, it may be hard to accomplish because our proposals tend to be very detailed and complex, probably needlessly so, and thus they often are difficult to understand.

Perhaps the most important conclusion that proposal professionals can draw from the study of decision-making is this: good proposals that are easy to evaluate are more likely to be scored higher than great proposals that are difficult to evaluate. Proposals should be designed so that reviewers can evaluate them fast, frugally, and with as little mental effort as possible. Sometimes, less is more.

Jayme A. Sokolow, Ph.D. can be reached at JSoko12481@aol.com or 301/933-3989.

This presentation was made to a sellout audience at our new meeting location at the Fairview Park Marriott in February. If you decided to buy your car, pet or condo in two seconds, you’ll find that you are a heuristic thinker.


HELP WANTED: Volunteer Editor for APMP NCA Web site. Will monitor site, update content as necessary, improve and expand content. Professional Webmaster handles technical, we need a good editor! Call Russell Smith at 703-689-9600 if you'd like to be more active in your APMP Chapter.

 


The Human Side of Winning At our March meeting, Eric Gregory and Patty Nunn teamed up to talk with us about leadership styles, our careers and effective communications. Patty got all the tables talking when she asked us to explain a concept to high schools kids. There was some serious discussion as each table tried to strategize ways to make a solution resonate with teenagers.

Leadership Styles and Your Career

Leadership skills remain critical to new business capture success. Sometimes, we overlook the necessity for effective leadership to plan, organize, control, and execute new business capture efforts, including the proposal effort. Effective leadership can make the difference between winning and losing and can have a significantly affect the progression of your own career in proposal management and support.

What is leadership in a proposal environment? There are many solid and fascinating definitions of leadership, but here’s one I specifically developed for the environment we confront daily on proposals: “The art of getting people to do what they really don’t want to do and don’t feel equipped to do against a timeline they don’t believe in, with risks that scare them, to achieve an objective they believe at the beginning to be impossible.”

You really don’t have to worry about what definition you use, you just need to worry about getting people to do the right things on time to achieve a specific result. But that, of course, has its own challenges where leadership skills become important. Leadership in our world involves a few key concepts: responsibility, accountability, acceptance of risk, and rewards for performance. Recognition of these few basic concepts enables us to focus as leaders on the essential elements that can make a difference in getting a team of people to move where we need them to go.

Although some content that leaders are born (trait theory) or are created through crisis (great events theory), most leaders actually decide that’s what they want to be and begin working on their behavior so they can become effective leaders (transformation theory). Regardless of the method of getting to a leadership role, there are a few traits that are essential for leadership success.

These attributes are characteristic of all effective leaders and you need to recognize the value of distributing them among the three focus areas related to individual behavior—emotional, rational, and ethical. You really can’t be an effective leader in a proposal environment without these attributes.

Style is important as well when considering leadership and leadership skills. There are numerous depictions of leadership style, but here are a few from the Blake & Mouton Managerial Guide,” by Don Clark on his website about leadership. These depictions are accurate but have a light side to them as well.

The more successful proposal teams generally have a Team-oriented leader in charge. However, as you can see, there are times when even the Team leader must adopt some more Authoritarian characteristics just to get things done. I know I sometimes tell my proposal teams “A proposal is not a democracy!”

They key, of course, is to get your team to be successful. To do that, you will have to overcome the Five Dysfunctions of a Team. Your job as leader is to make sure that happens by using the leadership attributes and styles we have already noted.

Frequently, people will ask, “How do I become a leader in a proposal environment?” The answer is not easy. Generally, you will have to take some time learning to be an effective leader. Often, we want to rush our career progression before we are really ready o assume additional responsibilities or leadership roles. Each step along the way needs to be viewed as an excellent training ground to assume leadership responsibilities. Don’t rush; this can take a decade or more to really hone the skills you will need to be effective.

Also, you need to be aware of specific steps you can take to enhance the probability that you will develop into an effective proposal leader if that’s what you choose to do. Here are some simple steps you can take along the path to effective leadership.

    1. Get your technical and emotional skill base set (formal/informal).
    2. Seek challenges to grow and expand your emotional and rational capabilities.
    3. Find a mentor (formal or informal) to guide your development. Can have more than one all through your career.
    4. Take acceptable risks.
    5. Adopt a leadership style you are comfortable with and that fits your personality.
    6. Be accountable.
    7. Have courage in the face of adversity or controversy.
    8. Admit mistakes.
    9. Communicate frequently. Up and down the chain.
    10. Be approachable but resolute.

But there is probably one step or rule that will trump all others if you use it right and that is—Lead by Example. This is probably the best way to get people to do what you need them to do...show them by ensuring that you are doing the things you need to do to make the team successful. Give your team the model and combine that will effective communications to provide the kind of high performance environment we all like.

One of the ideas that people find hard to accept is that not all people can or should be leaders. It’s kind of hard to get a proposal done if you have a group of people who all want to lead and nobody wants to follow! But if you really want to be that leader of the proposal team who can really make a difference in the outcome, here are a couple of things to remember

  • Prepare
  • Practice
  • Take Acceptable Risks
  • Be Accountable
  • Develop a Sense of Humor
  • Keep Your Perspective
  • Manage Your Emotions
  • Lead by Example

If you do these things, you will have an excellent chance of developing into a proposal leader your company will recognize, respect, and reward.

Eric Gregory can be reached at egregory@caci.com

 

 

 
 

Advantage Consulting

 

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