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Welcome to the third session in the module Planning the Proposal Phase in our APMP Foundation Training webinars.In this module we going to examine a useful conceptual planning technique that will help you design and communicate the strategy and plans for proposal content.
The technique is called storyboarding.It’s a visual technique that is very good at sharing and communicating ideas quickly
Wall review of storyboards allows you to check the sequence and logical flow.We call this Horizontal Review.<Reveal>
When the sequence is right you can take an individual storyboard and drill down for the detail.Have you covered everything?Is the flow and structure of subsections logicalAre the themes identifiedHave you identified the right proofsAre the compliance points clear?Wecall this Vertical Review
Here is an example of a very detailed template used by one of my customers.It is useful when a lot of information has to be captured and communicated.The creator of this storyboard told me he spent about four hours creating it. That’s a significant investment!But it was a large and important section so that time was more than saved later in the reduction of re-work and editing.
Here’s a simpler template. It captures the essentials.The test is: could you reasonably expect the section author to create a good section based just on the information in the storyboard?You can make storyboards as simple as you like provided they pass this test.Those of you familiar with project management will probably notice that storyboards look a lot like product descriptions. And that’s just what they are. The Outline is our Product Breakdown Structure for the Proposal Document. Storyboards provide more detailed descriptions so that contributors can create compliant responsive component sections.Later, when you get into Proposal Development you can use the Storyboards to check that contributors are providing what was specified.They will be part of your Quality Controls.
In the eTorial we will discuss your analysis of the proposal timeline and provide an opportunity for you to share your thoughts.
Storyboard Development• benefits and appropriate use of storyboarding proposals• design and complete simple storyboards• brief contributors in the use of storyboards Communicating your PlanSyllabus Requirement
The Benefits of StoryboardingHelps writers structure their thinkingCaptures strategiesCommunicates win themesEnables horizontal and vertical reviewsHelps ensure complianceImproves consistency of messages Proposal Guide 243
Outline and storyboard must mesh• Tender Instructions• Evaluation Criteria• Textual / Hierarchical• Sequence / detail Outline Storyboard • Big Picture • Strategic & competitive focus • Visual / Contextual
Storyboards should link to your Proposal Theme Statements • Highlighting your Discriminators Theme • Linking customer needs toStatements: quantified benefits • Linking those benefits to features Can be • a concise sentence or paragraph either • or a visual
Sequence the main ideas then add detailHorizontal Review:
Sequence the main ideas then add detailHorizontal Review:Vertical Review:
Designing Storyboards • Early, before Kick-off Meeting Design • Appropriate to the experience of the users • Appropriate to the proposal to be written Storyboards (Q&A vs requirements style) • To be applied by Volume, Section or whole proposal • Section Headings • Section Strategies/Themes Create a • Management/Technical Approach • Features and Benefits linked to customer needs template • Risks • Visuals
Briefing Storyboard Contributors Set • Level of detail expectations • Timescales Create a • Give completed storyboard as template an example Tell them • how/where to get help
A simpler templateSection Reference TitleAuthor Due DateMain PurposeMain ThemesRequirementsMain Body Outline(Headings and Content)Graphics to useReferences / ProofsRe-use / Boilerplate
Completing Storyboards Proposal Manager • before Kick-off Meeting Proposal Contributors • before beginning writing Develop Theme Develop Consider visuals Statements,Outline, first before text second 14
Use storyboarding appropriately Requirements Requirements Style Style NewCustomer Q&A Q&A Impact of response style: Style Style Q & A style Requirements Requirements Style Style Existing Requirements styleCustomer Q&A Q&A Style Style Existing New Product/Service Product/Service
Mock-ups• Mock-ups are page for page layouts of the proposal• Clearly visualise the finished document• Detailed content added iteratively Proposal Guide 249
In summary:• benefits and appropriate use of storyboarding proposals• design and complete simple storyboards• brief contributors in the use of storyboards Communicating your PlanSyllabus Requirement
The Benefits of StoryboardingHelps writers structure their thinkingCaptures strategiesCommunicates win themesEnables horizontal and vertical reviewsHelps ensure complianceImproves consistency of messages
Preparing for the eTorial • No homework this time! • Instead try our quick test on storyboard designhttp://www.proprofs.com/quiz-school/story.php?title=storyboarding-quiz