Stimulus funding has targeted industries and providers who aren’t the usual government contractors. In order to meet the objectives of the program, “shovel ready” projects are required, and DOE has targeted energy initiatives that will move the US away from foreign oil importation and develop new energy industries.

Our client was interested in the goings-on because they had been working on a new way to make a key ingredient for high technology batteries. BUT they weren’t accustomed to writing government proposals, and in fact didn’t know what they would have to do to manage a government project. And of course, only one person on the team had ever written a proposal. The rest had only seen one that was over 15 years old, and from a long-ago division that wasn’t even in existence any longer.

ECG was asked to provide some modest help, and Don Street flew in to help them set up the budgets and begin evaluating the changes needed to meet government accounting requirements. Once they saw the work required for the budgeting, they decided Don would have to stay with the project to the end.

As they began wrestling with the RFP, they again asked ECG to send in some help, and Laura Ricci was selected to work with them on the proposal. When she arrived, they had organized themselves and set a schedule, so they were doing pretty well. But some of the government language was cryptic and Laura translated the needs of DOE to maximize their score.

They had also set a figure for the request which they based on the available funding in the RFP, and were struggling to get internal support for a project that would require additional resources to meet the government schedule plus manage the risk of fast-tracking a large project.

Laura recommended they double their request and actually ask for the complete cost share amount needed rather than the amount they thought DOE would be willing to provide. “Their invention is critical to the mission of DOE.” said Laura Ricci. “If we could explain this clearly, I felt DOE would organize around funding this project.” and she continued, “The worst case would be the DOE offering a lower amount, but likely more than the “fair share” the client had estimated.”  This was a scary proposition since DOE was completely unaware of this ingredient before being briefed by the client a few weeks before the Stimulus package was released, and the RFP didn’t mention ingredients.

Announcements were just made and this client was happy to hear that they had been awarded the full amount requested and are off and running to meet an aggressive deadline in support of DOE objectives.

This is from GE Ecomagination group. That’s me, holding a hologram that moves as I move the frame. To create this 3D hologram, I’ve printed out a frame and then held it up to my webcam, push the button and magic is in my hands. The sun rotates as I move my paper “frame.”

Too Cool to Miss Technology

Do this yourself by clicking on the picture, or going to the website here.

Most proposal folks I know are fascinated by technology. After all, who else could do what we do, bringing science and technology to life under the constraints of a typical proposal RFP?

If you have a webcam, this is a cinch. Now, for the serious part.

Could your next proposal deliver a working model?

How can your firm use this technology to deliver demonstrations of your work? Would it help to send working models  with a proposal? In this screenshot, you can’t see the moving elements: sun, solar panels, birds, etc.

What will happen if your competition adopts this first?

Check out the website for information about the code required for this animation. Inspire someone at your firm to take a look at this and wonder about whether it can be used to help demonstrate a project in a sales call, or help decision-makers get comfortable with your recommendations.

The code for this hologram is open source. My favorite price, free. However, as Professor Dave Clark says, “That’s free as in free speech, not free beer.”

The first assumption technical experts bring with them is that, what is obvious to them should be obvious to others. This isn’t correct, and loser proposals prove this. In many cases, your competitors are technically as qualified as your team. However, the winning proposal communicates value in a more illuminating way.

Chris Witt at Life after Powerpoint! said it best yesterday:

– Knowing something without acting on it is like having a candle without lighting it.
– Acting on what you know is like lighting the candle.
– Communicating what you know so others can use it is like using your lit candle to light other people’s candles.

That’s why “presentation and communication” skills are so highly rated, even for technical experts. The better able you are to share what you know so that other people can understand and use it, the more valuable you are.

This is a perfect analogy for proposal professionals. We tip the candles of our SMEs to light the candles of our clients.

In Part 3 of this series we described the importance of providing discriminating proof for theme features and benefits to substantiate your claims and to give your customers the reasons to believe. In Part 4 we describe a proven methodology for developing winning proposal themes that are compliant, compelling, and position your company to win.

Most experts agree that you need to think about (and write down) your proposal themes BEFORE you start the proposal drafting process. Failing to follow this simple idea causes proposal teams to fall into a number of common proposal development traps.

1. Drafting proposal prose before themes are identified and vetted.
2. Placing too much emphasis on the wrong features and benefits.
3. Lacking a common vision and thematic threads throughout the proposal.
4. Playing into the hands of your competition with a ‘me too’ response.

What can proposal teams do to avoid these common pitfalls?

The Recipe for Success
There are a number of established ways to develop proposal themes and discriminators. The best recipes for theme development all have common elements that include a few simple ingredients that come from the RFP, the capture plan, and the collective intelligence of your capture and business development teams. (Exact measurements may very depending on the type and quality of the RFP.)

• 2 ounces of proposal evaluation criteria (Section M)
• 1 ounce of proposal instructions (Section L)
• 4 ounces of requirements (Section C, SOW)
• 2 dashes of customer hot buttons
• A pinch of competitive intelligence

Your proposed solutions are also key theme development ingredients. Most recipes for great proposal themes require at least 1 scoop of solutions for each of the following areas (technical, management, past performance, and business/pricing).

Use a Method…Any Method
Although the proposal theme recipe sounds simple, most proposal themes end up being…well…half baked. The problem is many proposal teams fail to invest the appropriate time and resources developing proposal solutions and themes. Many proposal teams bolt for the boilerplate and forget about themes altogether – hoping that they will miraculously emerge in the Executive Summary the night before the proposal is due.

There are scores of proposal development methodologies that include some form of theme development process. I recommend a 3-step process that starts with the RFP and leverages information that should be documented in the capture plan.

Example: The technical volume of a five volume proposal is worth 60 percent of the points and the other four volumes are of equal weight (10 percent each).

Step 1: Develop high-level themes (starting with features and benefits) that are roughly proportional with how the customer will weight (and score) your proposal. Detailed evaluation sub-factors (in Section M) are an excellent place to start and literally tell you what the benefits should be. For this example, consider 5-8 high level technical themes and 1-2 themes for the other four volumes to represent the relative (6 to 1) ratio between the weighting of technical volume and the other volumes.

This approach obviously depends on the wording of the evaluation factors and the real weighting of the price factor. The main point is that placing too much emphasis on anything but the technical solution in this example is likely to yield a number of themes that are not as important to the customer resulting in lower evaluation scores.

Step 2: Once the high-level features and benefits are developed, list the proof-points and discriminators for each theme. Define as many proof statements for each theme as you can, using quantifiable metrics. Be creative and get as many of your ideas down on paper. A good starting point is 5-6 proof statements for each theme. Use a template (PowerPoint or Word) that highlights the volume, theme statement (feature and benefit) in a highlighted box. List the supporting proof statements (in order of importance to the customer) for each theme underneath the theme statement in a separate box. Use the capture plan as the basis for integrating customer hot buttons and competitive information into the themes and proof statements to create powerful discriminators that set you apart from the competition.

The resulting high-level proposal theme deck (approximately 10-15 slides) should be included in the proposal management plan, uploaded to your document management or backup server, and posted on the proposal room wall. The theme deck also serves as the basis for the development of the executive summary.

Step 3: Develop more detailed themes (features, benefits, and proof) to support the high-level themes at the volume, section, and requirement levels in accordance with the proposal instructions, evaluation criteria, and the requirements (SOW). Incorporate these lower level themes into the storyboard, module plan, content plan, or whatever pre-proposal planning deliverable you use. Now you are really ready to write the proposal.

Even the companies that have established proposal development organizations, processes, and tools in place often fail because they either lack the discipline to follow standard theme and proposal developments procedures or they simply don’t have the right people on the team. Part 5 highlights some of the most common theme development challenges and provides some practical recommendations you can use to create great proposal themes.

Chris Simmons is the founder and principal member of Rainmakerz Consulting—a business development solutions company specializing in proposal management, writing, and review.

Look at the Other Side of the Coin

However, I have an alternative viewpoint when my own copyright is violated. When folks “borrow” my materials, I am thrilled so long as they attribute the work to me and/or my website.

I was not born with this enlightened perspective.

Back in 1996, I was writing my training manual, The Magic of Winning Proposals. Friends were subcontracted to help me write and edit the manual. I threw all the pages up on the web, so everyone would have one source for the latest version of each page. I knew the search engine spiders would eventually find these pages, and made a note to myself to remove them as soon as possible. (This was before a small operator could easily firewall portions of their website, and FTP was too slow for our purposes.)

At the same time, I was new in my consulting practice. I was tracking my time carefully so I could figure out my split of of hours spent on billable, marketing, and administrative tasks. Because I was tracking my hours, I knew exactly how much time I spent responding to freeloaders. Freeloaders are the folks who called and snowed me as to their actual ability to pay for my advice. They would talk about hiring me, pick my brains, ask for a full blown proposal and then disappear. I knew I had to get better at screening freeloaders so I could spend my time in a fashion that would pay the mortgage.

After a few weeks work on my training manual, the search engines found my pages. I was surprised to see that these draft pages rose in the search engines over my carefully written home page and website pages. I was determined to wrap things up in the next 3 weeks and take those pages down.

However, I noticed something that didn’t make sense. The hours I spent on freeloaders dropped off to almost nothing. And, I’d started getting thank you notes from people who couldn’t afford to hire a consultant or trainer, but who needed some tidbit of information about my areas of expertise, Winning Proposals and Building Virtual Teams.

I’m a sociologist by training, and figured out what was happening. Some folks needing help couldn’t afford to hire me. They would find my website, and knew I had knowledge they needed but could not afford. When they were unsuccessful finding answers to their questions, they would begin to justify their “need” against my “fees.” Then, they would approach me to get the help they needed without paying me, and justified a dishonest approach because I was “withholding” from them.

Without realizing it, I’d created a negative vortex that was costing me hours of wasted effort, PLUS eliminating any positive impression that might result in work for me in the future. With this mindset, these people would never come back to hire me when their firm got bigger. With this mindset, they couldn’t regard me well. With this mindset, they wouldn’t remember me and call when they’d moved on to a larger firm where my services would be helpful.

This stopped when I “gave away” my training manual.

And I’ve been given contracts by people who found my manual, used it, and later were in a position to expand their expertise, and hired me to help them.

Funny thing is, I’ve never lost a contract because my manual is available on-line for free. Larger firms who can afford my services realize there are lots of books on my topic. They aren’t buying my manual, they are buying my expertise and ability to motivate their staff.

My competitors were sure I was nuts.They can’t believe I have my training manual on-line, though some of them are catching on to the profitability of “giving it away.”

My clients regularly get the pitch to cut costs by giving away data. One of my clients, a fortune 50 company, realized they’d wasted thousands on sales calls because they had a database they’d locked behind their firewall that non-customers needed to query. Once they unlocked the database and “leaked” the URL to the query page, they dropped a nice percent of sales calls (costing $5,000 each) and got thank you notes instead.

What valuable materials are you keeping locked away that are costing you money by witholding them from the wild?

Their idea was that technology was reaching a point at which democracy could be a reality. That is, that voters, if provided the information in a video feed, could decide for themselves what government should or should not do, rather than relying on representatives to make the decisions for them. They traipsed around putting all sorts of meetings on the campus television channel. It was radical stuff to roll in and broadcast a Board of Trustees meeting. This level of publicity was uncomfortable at the time. National Town Meeting dared to tape the Illinois State Legislature in session and were threatened with arrest.

Years later, CSpan was authorized and it became normal to tune in to local, state and federal governing sessions in action. Boring, but normal.

Today, we call this Transparency and consider it a virtue to be willing to lay bare the mechanics of governance.

President Elect Obama used the internet to communicate with his campaign volunteers and staff to an overwhelming extent.

During the transition they continued the practice. One example, was a “Seat at the Table.” This policy provides notes of all meetings with outsiders, and posts documents from those meetings on-line. The website is set up as a blog, with the opportunity to comment and make suggestions.

Websites for transparency of the spending on the stimulus package are already up at www.recovery.gov

I love hearing that government agencies are gearing up to get more on-line than ever before. GSA is leading the way with management of their site, www.USA.gov encouraging new uses for the site and assisting agencies.

Some state governments have already learned the economics of transparency. Here in Wisconsin, an amazing amount of state business can be conducted on-line, saving plenty of labor and time for both government and citizens. The expense of transitioning might be born by the stimulous bill, with savings that continue long after.

If your clients are government agencies, how can you help? Are there ideas you have about digitizing technical data for public access? What would streamline services if only you could . . .

Are you on-line to the extent suitable?

David Klein

This time, an artist, Richard Prince has been sued for copyright infringement. The case was filed in New York District Court, alleges that Prince violated copyright when he scanned photographs from a book, printed them onto canvas, and then painted on top of them, adding evocative elements like face paint and electric guitars.

His defense is that he “transformed” the original image and so is free of the tethers of copyright. (Yeah. right.)

Don’t do this at your firm. Like running with scissors, letting your scanner substitute for legitimate licensed images is dangerous.

There’s a great article in the Wall Street Journal about this case. Click here for the link free for the next week. (After that you’ll need a subscription to get this article on-line: Color This Area of the Law Gray)

There are some instances in which “transformation” will pass muster. Like the time that Jeff Koons was inspired by a fashion photo of a woman’s legs with dangling sandal. He’d massaged the image so much that only the photographer could see the resemblance.

Even so, if he’d been a businessperson instead of an artist with renown legal representation, I suspect he would not have prevailed.

Satire is another shield for artists, but in business, it makes you look petty to satirize a competitor.

Don’t think that you can “transform” the logo of your competitor and come off looking good nor staying outside the legal protection afforded trademarks and copyrighted images.

Keep it clean out there, and don’t run with scissors scanned images!

I left her office with some nuggets that sparked several ideas today which can be used for marketing in the next few months.

Time is of the essence

The bad news has been delivered to the White House: infrastructure projects can’t get underway in less than 18 months, and money needs to be flowing NOW.

Consider holding a brainstorming session in your firm. Are there ways you can improve or drastically change the way you deliver that would transform the speed to market?

I’ve seen engineers split projects in a way that allowed construction to begin very early, with some loss of efficiency, but accomplishing the goal of an immediate construction start. If your team can come up with ways to expedite flow, you may find opportunities to land new work based on your ingenuity.

Architects, Engineers, and anyone early in the infrastructure pipeline has an opportunity. The challenge is to shift from focusing on scraping your fees down as low as possible to focusing on allowing the larger expense of construction to proceed earlier than usual, or in a way that solves the problem.

Remember, you can have two: Fast, Cheap, Good. The focus in this moment may be Fast and Good, rather than Cheap and Good.

Money Will Shift

Defense spending will go down, Energy spending will increase. DOE and EPA will have more opportunity as funding shifts. Where you market to federal agencies, a shift should be considered. Where you contract to prime contractors who work for DoD, you may need to look for prime contractors with relationships in other agencies.

Easy to see that some areas will have attention paid, and other areas will be starved for funding. Adjust your marketing accordingly.

“We remain the most prosperous, powerful nation on Earth. Our workers are no less productive than when this crisis began. Our minds are no less inventive, our goods and services no less needed than they were last week or last month or last year. Our capacity remains undiminished. But our time of standing pat, of protecting narrow interests and putting off unpleasant decisions — that time has surely passed. Starting today, we must pick ourselves up, dust ourselves off, and begin again the work of remaking America.”

. . .

“To those leaders around the globe who seek to sow conflict, or blame their society’s ills on the West — know that your people will judge you on what you can build, not what you destroy. To those who cling to power through corruption and deceit and the silencing of dissent, know that you are on the wrong side of history; but that we will extend a hand if you are willing to unclench your fist.”

Great piece of writing. Promising future if we can keep fear at bay and get back to work.

What passage from today’s speech will stay with you?

“Weaponized portable lasers for sale“