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Color Reviews for Successful Proposals
US Federal Government Contracting
Webinar Series - 2016
Presented By:
Jennifer Adeli
JUNE 7, 2016
CALENDAR OF EVENTS:
(All Webinars are at 12pm EST & Recorded)
JUNE 1 - Maximizing The Value of Your GovCon Business
https://attendee.gotowebinar.com/register/74156936435694851
JUNE 2 - Capture Planning - To Bid Or Not To Bid
https://attendee.gotowebinar.com/register/7051206926535220483
JUNE 3 - Teaming Agreements - The Good, The Bad & The Enforceable
https://attendee.gotowebinar.com/register/7352313683359938307
JUNE 6 - Teaming With Tribally Owned 8(a) Businesses
https://attendee.gotowebinar.com/register/4324839202604449539
JUNE 7 - Color Reviews For Successful Proposals
https://attendee.gotowebinar.com/register/3973323136181419267
JUNE 8 - Preparing The FSO for a DSS Audit
https://attendee.gotowebinar.com/register/423786240906737667
JUNE 9 - Life After 8(a) - Best Practices & Case Study
https://attendee.gotowebinar.com/register/6473232146721067779
JUNE 10 - The Politics Of Procurement
https://attendee.gotowebinar.com/register/3924758807094447107
JUNE 13 - Contract Administration - Best Practices
https://attendee.gotowebinar.com/register/2132047978959217667
JUNE 14 - So You Have A Facility Clearance, Now What?
https://attendee.gotowebinar.com/register/9028972158695833091
JUNE 15 - Unsolicited Proposals - Why, What & How.
https://attendee.gotowebinar.com/register/4729436391901262849
JUNE 17 - SBIR's - The Good, The Bad & The "How"
https://attendee.gotowebinar.com/register/6337198369128857857
2016 US Federal Government Contracting Webinar Series
AGENDA
2016 US Federal Government Contracting Webinar Series
AGENDA:
• Introduction – HOST
• Introduction – GUEST
• Presentation
• Conclusions
• Q & A
2016 US Federal Government Contracting Webinar Series
INTRODUCTION
Host
2016 US Federal Government Contracting Webinar Series
Jennifer Schaus
About The Host
2016 US Federal Government Contracting Webinar Series
* Approx 20 Yrs in Gov Contracting
* Career: D&B (Govt Division)
Federal Sales & GSA Scheds
* Frequent Speaker: Chambers, NCMA, AFCEA, etc
* Member: WIPG
* Education: Towson University – B.A.
UC Berkeley - Leadership Accelerator
Cornell University - Exec Leadership
Jennifer Schaus
Jennifer Schaus & Associates
2016 US Federal Government Contracting Webinar Series
* DC Based Consulting Firm
* Over 10 Yrs in Business
* Support Services for Gov Cons
Proposal Writing / Contract Vehicles (GSA)
Sales & Biz Dev
Certifications – SBA 8(a); SDVO; etc.
Events
INTRODUCTION
Guest
2016 US Federal Government Contracting Webinar Series
Jennifer Adeli
ABOUT OUR SPEAKER
2016 US Federal Government Contracting Webinar Series
20 years of government services
Career:
•Capitol Hill
•Education consulting and lobbying
•Big 5 consulting (Arthur Andersen and Booz
Allen)
•Mid-sized contractor: NetStar-1
•Entrepreneur: Launched WinBiz 2011
Education:
•MBA, Georgetown University
•B.A. Political Science UCSB
Jennifer Adeli
WinBiz Proposals
2016 US Federal Government Contracting Webinar Series
Northern Virginia-based 100% virtual
Customer profile:
•Small and mid-sized federal contractors
•Any industry or agency
Services:
•Proposal Management
•Writing and Editing
•Graphics and Desktop Publishing
•Pricing
•Capture, BD and Orals
•SharePoint proposal site development
(free hosting for customers)
PRESENTATION
2016 US Federal Government Contracting Webinar Series
Color Reviews for Successful Proposals
WHAT WE ARE GOING TO COVER
• Why we do “color reviews”
• Jargon & Lingo
• Color review best practices
• Process and tools
• Timing Considerations
2016 US Federal Government Contracting Webinar Series
WHAT ARE COLOR REVIEWS?
What are Color Reviews?
• Color Reviews are Shipley defined reviews – usually Pink, Red, Gold
What Color Reviews are NOT
• Time to say “I told you so”
• Real-time solutioning
• Opportunities to show off what you know and no one else does
Why should you review?
• Stop writing and read (and get some rest!)
• Gain outside perspective
• Score yourself against the government criteria
• Identify holes, risks and opportunities
• See the proposal in format and page limits
• Get buy-in from team, especially executives
2016 US Federal Government Contracting Webinar Series
JARGON AND LINGO
Color
Review
Purpose
Pink Team • 80% written. First draft of proposal response. Annotated outline.
Red Team • 90% written. Near final content in all sections. If any holes, they
are known and in process.
Gold Team • 100% written. Final proposal, no holes, all sections done.
Executive approval of final proposal response document
White Glove • Final proposal review before being boxed/emailed
• Fix nit picks
Redline • Markup content using track changes and comments
Recovery • The time period after review to address all the findings
In-brief • Meeting to kickoff the review and distribute instructions
Debrief • Meeting to discuss reviewers findings and formulate recovery
plan
2016 US Federal Government Contracting Webinar Series
COLOR REVIEW BEST PRACTICES
• Clearly explain instructions, roles, deadlines, rules
• Assign readers to sections – not the whole proposal
• Don’t review your own work
• Provide win themes and reference material to reviewers
• Use the RFP Section M (evaluation criteria)
• Independent compliance check
• Give reviewers enough time to read in detail, and not real-time during
the review
• Comments in soft-copy; preferably online
2016 US Federal Government Contracting Webinar Series
COLOR REVIEW BEST PRACTICES, CON’T
• Focus on the meat
– Do not get hung-up on typos, grammar, formatting. Those will be
cleaned up during editing and production
• Make suggestions!
– Provide data points to support narrative
– Give examples to strengthen draft content
– Suggest ghosting opportunities against competition
• No Seagulls allowed! Don’t peck the writer to death. Provide actions
to resolve issues
– Yes: “This is unclear. Suggest adding Point A and cut Point B.”
– No: “This doesn’t make sense.”
• Encourage what is working in one section to be used in another
section
2016 US Federal Government Contracting Webinar Series
TIMELINE RULES OF THUMB
• Divide up the sections
– 5 pages per hour for in-depth review; complex and dense
– 8 pages per hour for mid-level review; average complexity
– 10 pages per hour for light review; low complexity and density
• Reader fatigue @ 4 hours max
– 20-35 pages per person assigned
– Best results @ 15 pages, ~ 2 hours
• In-brief 30 minutes
• Debrief 2 hours (diminishing returns @ 3 hours)
• Total time commitment = 4.5 to 6.5 hours
• Block off your calendar – multitasking does not work
2016 US Federal Government Contracting Webinar Series
IDEAL COLOR REVIEW CADENCE
3:00 pm In-brief
3:30 pm Distribute files
Reviewers have discretion to read their 2-4 hours of content until the next
morning...
9:00 am Comments Due
9:00 am – 11:00 am Compile and adjudicate comments (cherry pick)
11:00 am – 1:00 pm Debrief and discuss
2:00 pm Distribute recovery assignments and files
2016 US Federal Government Contracting Webinar Series
SAMPLE 30 DAY SCHEDULE
Sun Mon Tues Wed Thurs Fri Sat
1
RFP Release
2 3
4 5
Kickoff
6
Draft Writing
7
Draft Writing
8
Pink Team
9
Pink Recovery
10
Pink Recovery
11
Pink Recovery
12
Pink
Recovery
13
Pink Recovery
Pens Down
14
Red Team
Inbrief 3pm
15
Red Team
Debrief 2pm
16
Red Recovery
17
Red Recovery
18
Red Recovery
19
Red Team
Recovery
20
Red Recovery
21
Gold Team
Inbrief 3pm
22
Gold Team
Debrief 2pm
23
Gold Recovery
24
Gold Recovery
25
Gold Recovery
26
Final Edits
27
Production &
Print
28
Ship
29
Delivery
30
Due
2016 US Federal Government Contracting Webinar Series
TOOLS AND MATERIALS
• Online document management
– Coauthoring
– Version history
– Security groups
– Maintains file formatting
• Virtual meeting room
– Skype for Business (formerly Lync)
– Go to Meeting
– Webex
• In person meeting room
– Print outs of RFP and proposal
– White board
– Note taker
– Conference phone
• RFP evaluation criteria and color review scoresheet
2016 US Federal Government Contracting Webinar Series
SAMPLE SCORESHEET SUMMARY
TABLE 3 COMBINED TECHNICAL /RISK RATING Your Score
(Put an “X” and comments please)
Rating Description
Outstanding Proposal meets requirements and indicates an
exceptional approach and understanding of the
requirements. Strengths far outweigh any weaknesses.
Risk of unsuccessful performance is very low.
Good Proposal meets requirements and indicates a thorough
approach and understanding of the requirements.
Proposal contains strengths that outweigh any
weaknesses. Risk of unsuccessful performance is low.
Acceptable Proposal meets requirements and indicates an
adequate approach and understanding of the
requirements. Strengths and weaknesses are offsetting
or will have little or no impact on contract
performance. Risk of unsuccessful performance is no
worse than moderate.
Marginal Proposal does not clearly meet requirements and has
not demonstrated an adequate approach and
understanding of the requirements. The proposal has
one or more weaknesses which are not offset by
strengths. Risk of unsuccessful performance is high.
Unacceptable Proposal does not meet requirements and contains
one or more deficiencies. Proposal is not awardable.
Target
CONCLUSIONS
2016 US Federal Government Contracting Webinar Series
CONCLUSIONS
2016 US Federal Government Contracting Webinar Series
• Reviews are vital to the writing process
• Constructive feedback is actionable
• Give enough time to be effective
• Tools, technology and scoresheets are your friend
Q & A
2016 US Federal Government Contracting Webinar Series
CONTACT DETAILS
Ms. Jennifer L. Schaus
Washington DC
+ 1 - 2 0 2 – 3 6 5 – 0 5 9 8
jschaus@jenniferschaus.com
www.JenniferSchaus.com
------------------------------
Jennifer Adeli
Northern Virginia
2 0 2 – 2 4 6 -5 3 6 6
jennifer@winbizproposals.com
www.winbizpoposals.com
CALENDAR OF EVENTS:
(All Webinars are at 12pm EST & Recorded)
JUNE 1 - Maximizing The Value of Your GovCon Business
https://attendee.gotowebinar.com/register/74156936435694851
JUNE 2 - Capture Planning - To Bid Or Not To Bid
https://attendee.gotowebinar.com/register/7051206926535220483
JUNE 3 - Teaming Agreements - The Good, The Bad & The Enforceable
https://attendee.gotowebinar.com/register/7352313683359938307
JUNE 6 - Teaming With Tribally Owned 8(a) Businesses
https://attendee.gotowebinar.com/register/4324839202604449539
JUNE 7 - Color Reviews For Successful Proposals
https://attendee.gotowebinar.com/register/3973323136181419267
JUNE 8 - Preparing The FSO for a DSS Audit
https://attendee.gotowebinar.com/register/423786240906737667
JUNE 9 - Life After 8(a) - Best Practices & Case Study
https://attendee.gotowebinar.com/register/6473232146721067779
JUNE 10 - The Politics Of Procurement
https://attendee.gotowebinar.com/register/3924758807094447107
JUNE 13 - Contract Administration - Best Practices
https://attendee.gotowebinar.com/register/2132047978959217667
JUNE 14 - So You Have A Facility Clearance, Now What?
https://attendee.gotowebinar.com/register/9028972158695833091
JUNE 15 - Unsolicited Proposals - Why, What & How.
https://attendee.gotowebinar.com/register/4729436391901262849
JUNE 17 - SBIR's - The Good, The Bad & The "How"
https://attendee.gotowebinar.com/register/6337198369128857857
2016 US Federal Government Contracting Webinar Series

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FED GOV CON - Color Reviews For Successful Proposals

  • 1. Color Reviews for Successful Proposals US Federal Government Contracting Webinar Series - 2016 Presented By: Jennifer Adeli JUNE 7, 2016
  • 2. CALENDAR OF EVENTS: (All Webinars are at 12pm EST & Recorded) JUNE 1 - Maximizing The Value of Your GovCon Business https://attendee.gotowebinar.com/register/74156936435694851 JUNE 2 - Capture Planning - To Bid Or Not To Bid https://attendee.gotowebinar.com/register/7051206926535220483 JUNE 3 - Teaming Agreements - The Good, The Bad & The Enforceable https://attendee.gotowebinar.com/register/7352313683359938307 JUNE 6 - Teaming With Tribally Owned 8(a) Businesses https://attendee.gotowebinar.com/register/4324839202604449539 JUNE 7 - Color Reviews For Successful Proposals https://attendee.gotowebinar.com/register/3973323136181419267 JUNE 8 - Preparing The FSO for a DSS Audit https://attendee.gotowebinar.com/register/423786240906737667 JUNE 9 - Life After 8(a) - Best Practices & Case Study https://attendee.gotowebinar.com/register/6473232146721067779 JUNE 10 - The Politics Of Procurement https://attendee.gotowebinar.com/register/3924758807094447107 JUNE 13 - Contract Administration - Best Practices https://attendee.gotowebinar.com/register/2132047978959217667 JUNE 14 - So You Have A Facility Clearance, Now What? https://attendee.gotowebinar.com/register/9028972158695833091 JUNE 15 - Unsolicited Proposals - Why, What & How. https://attendee.gotowebinar.com/register/4729436391901262849 JUNE 17 - SBIR's - The Good, The Bad & The "How" https://attendee.gotowebinar.com/register/6337198369128857857 2016 US Federal Government Contracting Webinar Series
  • 3. AGENDA 2016 US Federal Government Contracting Webinar Series
  • 4. AGENDA: • Introduction – HOST • Introduction – GUEST • Presentation • Conclusions • Q & A 2016 US Federal Government Contracting Webinar Series
  • 5. INTRODUCTION Host 2016 US Federal Government Contracting Webinar Series
  • 6. Jennifer Schaus About The Host 2016 US Federal Government Contracting Webinar Series * Approx 20 Yrs in Gov Contracting * Career: D&B (Govt Division) Federal Sales & GSA Scheds * Frequent Speaker: Chambers, NCMA, AFCEA, etc * Member: WIPG * Education: Towson University – B.A. UC Berkeley - Leadership Accelerator Cornell University - Exec Leadership
  • 7. Jennifer Schaus Jennifer Schaus & Associates 2016 US Federal Government Contracting Webinar Series * DC Based Consulting Firm * Over 10 Yrs in Business * Support Services for Gov Cons Proposal Writing / Contract Vehicles (GSA) Sales & Biz Dev Certifications – SBA 8(a); SDVO; etc. Events
  • 8. INTRODUCTION Guest 2016 US Federal Government Contracting Webinar Series
  • 9. Jennifer Adeli ABOUT OUR SPEAKER 2016 US Federal Government Contracting Webinar Series 20 years of government services Career: •Capitol Hill •Education consulting and lobbying •Big 5 consulting (Arthur Andersen and Booz Allen) •Mid-sized contractor: NetStar-1 •Entrepreneur: Launched WinBiz 2011 Education: •MBA, Georgetown University •B.A. Political Science UCSB
  • 10. Jennifer Adeli WinBiz Proposals 2016 US Federal Government Contracting Webinar Series Northern Virginia-based 100% virtual Customer profile: •Small and mid-sized federal contractors •Any industry or agency Services: •Proposal Management •Writing and Editing •Graphics and Desktop Publishing •Pricing •Capture, BD and Orals •SharePoint proposal site development (free hosting for customers)
  • 11. PRESENTATION 2016 US Federal Government Contracting Webinar Series Color Reviews for Successful Proposals
  • 12. WHAT WE ARE GOING TO COVER • Why we do “color reviews” • Jargon & Lingo • Color review best practices • Process and tools • Timing Considerations 2016 US Federal Government Contracting Webinar Series
  • 13. WHAT ARE COLOR REVIEWS? What are Color Reviews? • Color Reviews are Shipley defined reviews – usually Pink, Red, Gold What Color Reviews are NOT • Time to say “I told you so” • Real-time solutioning • Opportunities to show off what you know and no one else does Why should you review? • Stop writing and read (and get some rest!) • Gain outside perspective • Score yourself against the government criteria • Identify holes, risks and opportunities • See the proposal in format and page limits • Get buy-in from team, especially executives 2016 US Federal Government Contracting Webinar Series
  • 14. JARGON AND LINGO Color Review Purpose Pink Team • 80% written. First draft of proposal response. Annotated outline. Red Team • 90% written. Near final content in all sections. If any holes, they are known and in process. Gold Team • 100% written. Final proposal, no holes, all sections done. Executive approval of final proposal response document White Glove • Final proposal review before being boxed/emailed • Fix nit picks Redline • Markup content using track changes and comments Recovery • The time period after review to address all the findings In-brief • Meeting to kickoff the review and distribute instructions Debrief • Meeting to discuss reviewers findings and formulate recovery plan 2016 US Federal Government Contracting Webinar Series
  • 15. COLOR REVIEW BEST PRACTICES • Clearly explain instructions, roles, deadlines, rules • Assign readers to sections – not the whole proposal • Don’t review your own work • Provide win themes and reference material to reviewers • Use the RFP Section M (evaluation criteria) • Independent compliance check • Give reviewers enough time to read in detail, and not real-time during the review • Comments in soft-copy; preferably online 2016 US Federal Government Contracting Webinar Series
  • 16. COLOR REVIEW BEST PRACTICES, CON’T • Focus on the meat – Do not get hung-up on typos, grammar, formatting. Those will be cleaned up during editing and production • Make suggestions! – Provide data points to support narrative – Give examples to strengthen draft content – Suggest ghosting opportunities against competition • No Seagulls allowed! Don’t peck the writer to death. Provide actions to resolve issues – Yes: “This is unclear. Suggest adding Point A and cut Point B.” – No: “This doesn’t make sense.” • Encourage what is working in one section to be used in another section 2016 US Federal Government Contracting Webinar Series
  • 17. TIMELINE RULES OF THUMB • Divide up the sections – 5 pages per hour for in-depth review; complex and dense – 8 pages per hour for mid-level review; average complexity – 10 pages per hour for light review; low complexity and density • Reader fatigue @ 4 hours max – 20-35 pages per person assigned – Best results @ 15 pages, ~ 2 hours • In-brief 30 minutes • Debrief 2 hours (diminishing returns @ 3 hours) • Total time commitment = 4.5 to 6.5 hours • Block off your calendar – multitasking does not work 2016 US Federal Government Contracting Webinar Series
  • 18. IDEAL COLOR REVIEW CADENCE 3:00 pm In-brief 3:30 pm Distribute files Reviewers have discretion to read their 2-4 hours of content until the next morning... 9:00 am Comments Due 9:00 am – 11:00 am Compile and adjudicate comments (cherry pick) 11:00 am – 1:00 pm Debrief and discuss 2:00 pm Distribute recovery assignments and files 2016 US Federal Government Contracting Webinar Series
  • 19. SAMPLE 30 DAY SCHEDULE Sun Mon Tues Wed Thurs Fri Sat 1 RFP Release 2 3 4 5 Kickoff 6 Draft Writing 7 Draft Writing 8 Pink Team 9 Pink Recovery 10 Pink Recovery 11 Pink Recovery 12 Pink Recovery 13 Pink Recovery Pens Down 14 Red Team Inbrief 3pm 15 Red Team Debrief 2pm 16 Red Recovery 17 Red Recovery 18 Red Recovery 19 Red Team Recovery 20 Red Recovery 21 Gold Team Inbrief 3pm 22 Gold Team Debrief 2pm 23 Gold Recovery 24 Gold Recovery 25 Gold Recovery 26 Final Edits 27 Production & Print 28 Ship 29 Delivery 30 Due 2016 US Federal Government Contracting Webinar Series
  • 20. TOOLS AND MATERIALS • Online document management – Coauthoring – Version history – Security groups – Maintains file formatting • Virtual meeting room – Skype for Business (formerly Lync) – Go to Meeting – Webex • In person meeting room – Print outs of RFP and proposal – White board – Note taker – Conference phone • RFP evaluation criteria and color review scoresheet 2016 US Federal Government Contracting Webinar Series
  • 21. SAMPLE SCORESHEET SUMMARY TABLE 3 COMBINED TECHNICAL /RISK RATING Your Score (Put an “X” and comments please) Rating Description Outstanding Proposal meets requirements and indicates an exceptional approach and understanding of the requirements. Strengths far outweigh any weaknesses. Risk of unsuccessful performance is very low. Good Proposal meets requirements and indicates a thorough approach and understanding of the requirements. Proposal contains strengths that outweigh any weaknesses. Risk of unsuccessful performance is low. Acceptable Proposal meets requirements and indicates an adequate approach and understanding of the requirements. Strengths and weaknesses are offsetting or will have little or no impact on contract performance. Risk of unsuccessful performance is no worse than moderate. Marginal Proposal does not clearly meet requirements and has not demonstrated an adequate approach and understanding of the requirements. The proposal has one or more weaknesses which are not offset by strengths. Risk of unsuccessful performance is high. Unacceptable Proposal does not meet requirements and contains one or more deficiencies. Proposal is not awardable. Target
  • 22. CONCLUSIONS 2016 US Federal Government Contracting Webinar Series
  • 23. CONCLUSIONS 2016 US Federal Government Contracting Webinar Series • Reviews are vital to the writing process • Constructive feedback is actionable • Give enough time to be effective • Tools, technology and scoresheets are your friend
  • 24. Q & A 2016 US Federal Government Contracting Webinar Series
  • 25. CONTACT DETAILS Ms. Jennifer L. Schaus Washington DC + 1 - 2 0 2 – 3 6 5 – 0 5 9 8 jschaus@jenniferschaus.com www.JenniferSchaus.com ------------------------------ Jennifer Adeli Northern Virginia 2 0 2 – 2 4 6 -5 3 6 6 jennifer@winbizproposals.com www.winbizpoposals.com
  • 26. CALENDAR OF EVENTS: (All Webinars are at 12pm EST & Recorded) JUNE 1 - Maximizing The Value of Your GovCon Business https://attendee.gotowebinar.com/register/74156936435694851 JUNE 2 - Capture Planning - To Bid Or Not To Bid https://attendee.gotowebinar.com/register/7051206926535220483 JUNE 3 - Teaming Agreements - The Good, The Bad & The Enforceable https://attendee.gotowebinar.com/register/7352313683359938307 JUNE 6 - Teaming With Tribally Owned 8(a) Businesses https://attendee.gotowebinar.com/register/4324839202604449539 JUNE 7 - Color Reviews For Successful Proposals https://attendee.gotowebinar.com/register/3973323136181419267 JUNE 8 - Preparing The FSO for a DSS Audit https://attendee.gotowebinar.com/register/423786240906737667 JUNE 9 - Life After 8(a) - Best Practices & Case Study https://attendee.gotowebinar.com/register/6473232146721067779 JUNE 10 - The Politics Of Procurement https://attendee.gotowebinar.com/register/3924758807094447107 JUNE 13 - Contract Administration - Best Practices https://attendee.gotowebinar.com/register/2132047978959217667 JUNE 14 - So You Have A Facility Clearance, Now What? https://attendee.gotowebinar.com/register/9028972158695833091 JUNE 15 - Unsolicited Proposals - Why, What & How. https://attendee.gotowebinar.com/register/4729436391901262849 JUNE 17 - SBIR's - The Good, The Bad & The "How" https://attendee.gotowebinar.com/register/6337198369128857857 2016 US Federal Government Contracting Webinar Series