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Informa(on	
  Overload	
  

The	
  Art	
  of	
  Balancing	
  Time	
  and	
  
Distance	
  for	
  Proposal	
  Readiness	
  




                                                   1
When	
  you	
  were	
  nine	
  years	
  old	
  your	
  (me	
  was	
  your	
  own	
  and	
  
                                                                               then	
  you	
  grew	
  up.	
  
                                                                               	
  
                                                                               Now	
  there’s	
  never	
  enough	
  (me.	
  
                                                                               	
  
                                                                               You’ve	
  got	
  to	
  make	
  the	
  most	
  of	
  the	
  (me	
  you	
  have	
  and	
  you	
  
                                                                               can	
  with	
  the	
  new	
  IBM	
  224	
  Dicta(ng	
  Unit.	
  
                                                                               	
  
                                                                               While	
  you’re	
  using	
  it	
  to	
  clear	
  your	
  desk	
  of	
  le=ers,	
  memos,	
  
                                                                               reports	
  or	
  to	
  put	
  thoughts	
  and	
  ideas	
  in	
  order,	
  your	
  secretary	
  
                                                                               handles	
  other	
  work	
  for	
  you.	
  
                                                                               	
  
                                                                               She’s	
  free	
  to	
  do	
  a	
  be=er	
  job	
  and	
  so	
  are	
  you.	
  
                                                                               	
  
                                                                               Small	
  and	
  compact	
  the	
  new	
  IBM	
  224	
  fits	
  a	
  man	
  whose	
  job	
  is	
  
                                                                               bigger	
  than	
  his	
  office.	
  
                                                                               	
  
                                                                               Simply	
  because	
  you	
  can	
  use	
  it	
  anywhere	
  you	
  think.	
  	
  
                                                                               	
  
                                                                               Anywhere!	
  
                                                                               	
  
                                                                               Whatever	
  you	
  do	
  the	
  new	
  IBM	
  224	
  can	
  help	
  you	
  make	
  the	
  
                                                                               most	
  of	
  your	
  (me.	
  
                                                                               	
  
                                                                               So	
  that	
  more	
  (me	
  is	
  your	
  own	
  again.	
  
                                                                               	
  
                                                                               Script:	
  1965	
  Commercial	
  –	
  IBM	
  224	
  Dicta:ng	
  Unit	
  
                                                                        	
  


Video	
  Source:	
  h=p://www.youtube.com/watch?v=DUr4PinInPw	
  	
  



                                                                                                                                                                                  2	
  
Presenta(on	
  Sec(ons	
  
 1.  Informa,on	
  Overload	
  
 2.  Understanding	
  Balance	
  in	
  The	
  Art	
  of	
  War	
  
 3.  How	
  Visual	
  Displays	
  Help	
  Teams	
  Focus	
  
 4.  Near	
  Future	
  Innova,on	
  for	
  Proposal	
  Teams	
  
 	
  
            Key	
  Points	
  in	
  Sec:on	
  1.0	
  
            	
  

            1.1	
  	
  Disrup,ve	
  technologies	
  (how	
  more	
  is	
  less)	
  
            1.2	
  	
  How	
  technology	
  affects	
  the	
  mind	
  at	
  work	
  
            Benefit:	
  Understand	
  what	
  is	
  happening	
  and	
  why	
  



                                                                                      3	
  
Presenta(on	
  Sec(ons	
  
 1.  Informa,on	
  Overload	
  
 2.  Understanding	
  Balance	
  in	
  The	
  Art	
  of	
  War	
  
 3.  How	
  Visual	
  Displays	
  Help	
  Teams	
  Focus	
  
 4.  Near	
  Future	
  Innova,on	
  for	
  Proposal	
  Teams	
  
 	
         Key	
  Points	
  in	
  Sec:on	
  2.0	
  
            	
  

            2.1	
  	
  Historical	
  influence	
  
            2.2	
  	
  Five	
  key	
  elements	
  &	
  Four	
  skills	
  of	
  compe,,on	
  
            2.3	
  	
  Three	
  dimensions	
  of	
  compe,,on	
  
            2.4	
  	
  Rela,onship	
  to	
  the	
  business	
  cycle	
  
            Benefit:	
  	
  Increase	
  focus	
  on	
  winning	
  strategy	
  

                                                                                               4	
  
Presenta(on	
  Sec(ons	
  
 1.  Informa,on	
  Overload	
  
 2.  Understanding	
  Balance	
  in	
  The	
  Art	
  of	
  War	
  
 3.  How	
  Visual	
  Displays	
  Help	
  Teams	
  Focus	
  
 4.  Near	
  Future	
  Innova,on	
  for	
  Proposal	
  Teams	
  
 	
  
            Key	
  Points	
  in	
  Sec:on	
  3.0	
  
            	
  

            3.1	
  	
  Importance	
  of	
  visually	
  displaying	
  informa,on	
  
            3.2	
  	
  Define	
  scorecards	
  and	
  dashboards	
  
            3.2	
  	
  Sample	
  Proposal	
  Readiness	
  Dashboard	
  
            Benefit:	
  Focus	
  on	
  winnable	
  bids	
  and	
  avoid	
  bad	
  deals	
  
            	
  
                                                                                             5	
  
Presenta(on	
  Sec(ons	
  
 1.  Informa,on	
  Overload	
  
 2.  Understanding	
  Balance	
  in	
  The	
  Art	
  of	
  War	
  
 3.  How	
  Visual	
  Displays	
  Help	
  Teams	
  Focus	
  
 4.  Near	
  Future	
  Innova,on	
  for	
  Proposal	
  Teams	
  
 	
  
          Key	
  Points	
  in	
  Sec:on	
  4.0	
  
          	
  

          2.1	
  	
  Disrup,ve	
  innova,on	
  
          2.2	
  	
  Massive	
  paradigm	
  shiW	
  currently	
  underway	
  
          2.2	
  	
  Balanced	
  Scorecard	
  prototype	
  for	
  proposals	
  
          Benefit:	
  Envision	
  and	
  share	
  innova,on	
  for	
  proposals	
  

                                                                                     6	
  
INFORMATION	
  OVERLOAD	
  


                              7	
  
Disrup(ve	
  Technologies	
  
 •        Come	
  at	
  unpredictable	
  ,mes	
  
 •        Come	
  at	
  unpredictable	
  intervals	
  
 •        Guided	
  by	
  Moore’s	
  Law	
  	
  
 •        Phases	
  of	
  Technology	
  (S-­‐Curve)	
  
           1.          Rupture	
  
           2.          Early	
  Development	
  
           3.          Expansion	
  
           4.          Matura,on	
  
           5.          Satura,on	
  

 Source:	
  Use	
  with	
  permission	
  of	
  Kevin	
  Cogan,	
  US	
  Army	
  War	
  College	
  
 	
  
Era	
  of	
   Accelerated	
  Expecta(ons 	
  




 Source:	
  Use	
  with	
  permission	
  of	
  Kevin	
  Cogan,	
  US	
  Army	
  War	
  College	
  
 	
  
Informa(on	
  Overload	
  
 •  Informa,on	
  coming	
  from	
  an	
  ocean	
  of	
  sensors	
  
 •  Everything	
  is	
  gebng	
  smarter	
  and	
  faster	
  
    – Smartphones	
  	
  
    – Smart	
  Devices	
  
    – Smart	
  Dust	
  
    – Smart	
  Water	
  (not	
  the	
  kind	
  you	
  drink)	
  




                                                                       10	
  
Does	
  technology	
  change	
  the	
  way	
  we	
  think	
  
and	
  communicate	
  at	
  work?	
  
 58%	
  	
                           “Technology	
  is	
  a	
  cri(cal	
  enabler	
  that	
  makes	
  the	
  business	
  more	
  
 agree	
                             produc(ve	
  and	
  efficient.”	
  


 31%	
  
 agree	
                             “Helps	
  improve	
  business	
  processes.”	
  


 7%	
  
 agree	
                             “Distrac(ons	
  of	
  technology	
  outweigh	
  the	
  benefits.”	
  

                                     “I	
  frequently	
  find	
  myself	
  responding	
  to	
  various	
  requests	
  that	
  come	
  in	
  
 75%	
                               via	
  email,	
  instant	
  message	
  or	
  other	
  sources,	
  requiring	
  me	
  to	
  shi[	
  
 agree	
                             from	
  the	
  work	
  I	
  was	
  focused	
  on.”	
  

 Source:	
  How	
  Technology	
  Affects	
  the	
  Mind	
  at	
  Work,	
  The	
  Economist	
  Intelligence	
  Unit	
  Survey	
  Presenta,on,	
  Innova,on:	
  Entrepreneurship	
  for	
  a	
  Disrup,ve	
  
 World	
  Conference,	
  Haas	
  School	
  of	
  Business,	
  March	
  23,	
  2011	
  	
  
 	
  


                                                                                                                                                                                                             11	
  
How	
  o[en	
  do	
  you…?	
  
Check	
  e-­‐mail	
  
                                                                                                                                        67%	
  




                                                                                                     24%	
  

                                                                    8%	
  
                                1%	
  

                Less	
  than	
  once	
                      Daily	
                     Many	
  ,mes	
                   Several	
  ,mes	
  
                   per	
  day	
                                                          per	
  day	
                       per	
  day	
  
  Source:	
  How	
  Technology	
  Affects	
  the	
  Mind	
  at	
  Work,	
  The	
  Economist	
  Intelligence	
  Unit	
  Survey	
  Presenta,on,	
  Innova,on:	
  Entrepreneurship	
  for	
  a	
  Disrup,ve	
  
  World	
  Conference,	
  Haas	
  School	
  of	
  Business,	
  March	
  23,	
  2011	
  	
  
  	
  


                                                                                                                                                                                                              12	
  
How	
  much	
  of	
  your	
  business	
  day	
  is	
  spent	
  
using	
  a	
  computer	
  or	
  smartphone?	
  




 Source:	
  How	
  Technology	
  Affects	
  the	
  Mind	
  at	
  Work,	
  The	
  Economist	
  Intelligence	
  Unit	
  Survey	
  Presenta,on,	
  Innova,on:	
  Entrepreneurship	
  for	
  a	
  Disrup,ve	
  
 World	
  Conference,	
  Haas	
  School	
  of	
  Business,	
  March	
  23,	
  2011	
  	
  
 	
  


                                                                                                                                                                                                             13	
  
More	
  is	
  Less	
  

 11	
  	
  
 minutes	
                          Amount	
  of	
  (me	
  the	
  average	
  worker	
  gets	
  to	
  spend	
  on	
  a	
  specific	
  task.	
  

 3	
  	
  
 minutes	
                          Amount	
  of	
  (me	
  IT	
  workers	
  get	
  to	
  spend	
  on	
  a	
  specific	
  task.	
  

 2.5%	
  
 capable	
                          Capable	
  of	
  competently	
  managing	
  two	
  tasks	
  at	
  the	
  same	
  (me.	
  


 “Mul(tasking	
  may	
  be	
  something	
  that	
  society	
  demands,	
  but	
  it	
  leads	
  to	
  
  more	
  errors	
  and	
  poor	
  learning.”	
  
                      	
                    	
                    	
  -­‐-­‐Art	
  Kramer,	
  Director	
  of	
  the	
  Beckman	
  Ins(tute	
  

 Source:	
  Your	
  Brain	
  on	
  Computers	
  Series,	
  New	
  York	
  Times	
  Online	
  Edi,on,	
  June	
  7	
  through	
  November	
  21,	
  2010;	
  and	
  
 New	
  York	
  Times	
  Online	
  Series,	
  Your	
  Brain	
  on	
  Computers	
  



                                                                                                                                                                      14	
  
Quality	
  Informa(on	
  is	
  Key	
  
 •  Relevance	
  
 •  Reliability	
  
 •  Understandability	
                                                                                             • Timeliness	
  
                                                                                                                    • Feedback	
  
                                                                                                                                                             • Valid	
  
                                                                                                                                                             • Verifiable	
  
                                                                                                                      Value	
                                • Unbiased	
  
                                                                                                                    • Predic,ve	
  
                                                                                                                      Value	
               Quality	
  
                                                                                                                                         Informa:on	
  




                                                                                                                                       • Consistency	
  
                                                                                                                                       • Comparability	
  


                                                                                                                                  Understandable	
  
 Source:	
  Trends	
  in	
  Technology,	
  AGA	
  CPAG	
  Research	
  Series:	
  Report	
  No.	
  3,	
  November	
  2005	
  




                                                                                                                                                                               15	
  
Coping	
  with	
  Informa(on	
  Overload	
  
 •  Take	
  ,me	
  to	
  focus	
  
          – Deep	
  thinking	
  
          – Rela,onships	
  (online	
  and	
  offline)	
  
          – Minimize	
  mul,tasking	
  
 •  Introduce	
  technology	
  e,quele	
  	
  
          – Ask	
  beler	
  ques,ons	
  
 •  Filter	
  
          – Learn	
  to	
  forget	
  

  Source:	
  How	
  Technology	
  Affects	
  the	
  Mind	
  at	
  Work,	
  The	
  Economist	
  Intelligence	
  Unit	
  Survey	
  Presenta,on,	
  Innova,on:	
  Entrepreneurship	
  for	
  a	
  Disrup,ve	
  World	
  Conference,	
  Haas	
  
  School	
  of	
  Business,	
  March	
  23,	
  2011;	
  Your	
  Brain	
  on	
  Computers	
  Series,	
  New	
  York	
  Times	
  Online	
  Edi,on,	
  June	
  7	
  through	
  November	
  21,	
  2010.	
  
  	
  



                                                                                                                                                                                                                                              16	
  
Perspec(ve	
  Helps	
  

 “To	
  what	
  corner	
  of	
  the	
  world	
  do	
  they	
  not	
  fly,	
  
 these	
  swarms	
  of	
  new	
  books?…	
  the	
  very	
  
 mul,tude	
  of	
  them	
  is	
  hur,ng	
  scholarship,	
  
 because	
  it	
  creates	
  a	
  glut,	
  and	
  even	
  in	
  good	
  
 things	
  sa,ety	
  is	
  most	
  harmful.”	
  	
  

                               −Desiderius	
  Erasmus,	
  1466	
  -­‐	
  1536	
  




                                                                                    17	
  
Presenta(on	
  Sec(ons	
  
 1.  Informa,on	
  Overload	
  
 2.  Understanding	
  Balance	
  in	
  The	
  Art	
  of	
  War	
  
 3.  How	
  Visual	
  Displays	
  Help	
  Teams	
  Focus	
  
 4.  Near	
  Future	
  Innova,on	
  for	
  Proposal	
  Teams	
  
 	
         Key	
  Points	
  in	
  Sec:on	
  2.0	
  
            	
  

            2.1	
  	
  Historical	
  influence	
  
            2.2	
  	
  Five	
  key	
  elements	
  &	
  Four	
  skills	
  of	
  compe,,on	
  
            2.3	
  	
  Three	
  dimensions	
  of	
  compe,,on	
  
            2.4	
  	
  Rela,onship	
  to	
  today’s	
  business	
  cycle	
  
            Benefit:	
  	
  Increase	
  focus	
  on	
  winning	
  strategy	
  

                                                                                               18	
  
Transla(ons	
  Vary	
  




 Source:	
  	
  Science	
  of	
  Strategy	
  Ins,tute,	
  www.scienceofstrategy.com	
  


                                                                                          19	
  
Le[	
  Right	
  Yellow	
  Ninety	
  Solid	
  Half-­‐back	
  
Slugo-­‐Sha=ered	
  

                                                 Time?	
  




                                               Distance?	
  
The	
  Art	
  of	
  War	
  




•  More	
  than	
  prely	
  prose	
  and	
  abstract	
  sayings	
  
•  Guide	
  to	
  understanding	
  balance	
  within	
  exis,ng	
  
   compe,,ve	
  systems	
  
The	
  Art	
  of	
  War	
  in	
  History	
  
 •  1782	
  -­‐	
  First	
  introduced	
  to	
  Western	
  culture	
  
 •  1793	
  (September)	
  -­‐	
  Napoleon	
  Bonaparte	
  was	
  
    French	
  Army	
  Captain	
  (age	
  24)	
  and	
  passing	
  
    through	
  Italy	
  while	
  on	
  leave.	
  
     –  Bonaparte’s	
  use	
  of	
  The	
  Art	
  of	
  War	
  is	
  legend,	
  
        which	
  follows	
  Sun	
  Tzu’s	
  teaching	
  that	
  plans	
  
        remain	
  secret.	
  
     –  Consolidated	
  his	
  French	
  ar,llery	
  unit	
  to	
  
        bombard	
  the	
  “weakest	
  link”	
  in	
  Bri,sh	
  line	
  
        of	
  defense.	
  
     –  Tac,cs	
  were	
  very	
  similar	
  to	
  principles	
  
        outlined	
  in	
  The	
  Art	
  of	
  War.	
  
 •  1793	
  (December)	
  –	
  Bonaparte	
  promoted	
  to	
  
    Brigadier-­‐General	
  

                                                                                   22	
  
Five	
  Key	
  Elements	
  
 •       Moral	
  Law	
  	
  
                                                                                                                  	
  
 •       Heaven	
                                                                                                 	
  
                                                                                                                Heaven	
  
                                                                                                                  	
  
 •       Earth	
  	
                                                                                              	
  

 •       Commander	
                                                                       Methods	
            Moral	
       Commander	
  




                                                                                                                             	
  
                                                                                                                             	
  
                                                                                                                             	
  
                                                                                                                             	
  
                                                                                          &	
  Discipline	
  




                                                                                              	
  
                                                                                              	
  
                                                                                              	
  
                                                                                              	
  
                                                                                                                Law	
  
 •       Methods	
  and	
  Discipline	
                                                                             	
  
                                                                                                                    	
  
                                                                                                                 Earth	
  
                                                                                                                    	
  
                                                                                                                    	
  




 Source:	
  	
  Science	
  of	
  Strategy	
  Ins,tute,	
  www.scienceofstrategy.com	
  


                                                                                                                                              23	
  
Rela(onship	
  to	
  Business	
  Cycle	
  
 •  Moral	
  Law	
  	
  
           (Mission)	
                                                                                            	
  
                                                                                                                Market	
  	
  
                                                                                                                  	
  
 •  Heaven	
                                                                                                    Trends	
  
                                                                                                                Heaven	
  
                                                                                                                    	
  
           (Market	
  Trends)	
                                                                                     	
  

 •  Earth	
  	
                                                                            Methods	
  
                                                                                          Execu,on	
  
                                                                                                                Moral	
  
                                                                                                                Mission	
         Commander	
  
                                                                                                                                   Leader	
  




                                                                                                                                 	
  
                                                                                                                                 	
  
                                                                                                                                 	
  
                                                                                                                                 	
  
                                                                                                                                 	
  
                                                                                                                                 	
  
                                                                                                                                 	
  
                                                                                                                                 	
  
                                                                                          &	
  Discipline	
  




                                                                                              	
  
                                                                                              	
  
                                                                                              	
  
                                                                                              	
  
                                                                                                                 Law	
  
           (Market	
  Sector)	
                                                                                        	
  
                                                                                                                       	
  

 •  Commander	
  
                                                                                                                       	
  
                                                                                                                       	
  
                                                                                                                 Market	
  
                                                                                                                 Earth	
  
                                                                                                                       	
  
                                                                                                                       	
  
           (Leader)	
                                                                                            Sector	
  
                                                                                                                       	
  
                                                                                                                       	
  

 •  Methods	
  and	
  Discipline	
  
           (Execu,on)	
  

 Source:	
  	
  Science	
  of	
  Strategy	
  Ins,tute,	
  www.scienceofstrategy.com	
                                                             24	
  


                                                                                                                                                    24	
  
Four	
  Skills	
  of	
  Compe((on	
  
 	
  
           1. Knowledge	
  
           2. Vision	
                                                                                      	
  
                                                                                                          Market	
  	
  
                                                                                                            	
  
                                                                                                          Trends	
  
           3. Movement	
  	
                                                                                  	
  
                                                                                                              	
  
           4. Posi,on	
  
                                                                                          Execu,on	
     Mission	
           Leader	
  
   	
  




                                                                                                                           	
  
                                                                                                                           	
  
                                                                                                                           	
  
                                                                                                                           	
  
                                                                                            	
  
                                                                                            	
  
                                                                                            	
  
                                                                                            	
  
                                                                                                                 	
  
                                                                                                                 	
  
                                                                                                          Market	
  
                                                                                                                 	
  
                                                                                                          Sector	
  
                                                                                                                 	
  




 Source:	
  	
  Science	
  of	
  Strategy	
  Ins,tute,	
  www.scienceofstrategy.com	
  


                                                                                                                                          25	
  
Knowledge	
  and	
  Vision	
  
 The	
  Four	
  Skills	
  of	
  Compe,,on	
  
    1.  Knowledge	
  
    2.  Vision	
                                                                                            	
  
                                                                                                          Market	
  	
  
                                                                                                            	
  
                                                                                                          Trends	
  
    3. Movement	
  	
                                                                                         	
  
                                                                                                              	
  
    4. Posi,on	
  
                                                                                          Execu,on	
     Mission	
           Leader	
  




                                                                                                                           	
  
                                                                                                                           	
  
                                                                                                                           	
  
                                                                                                                           	
  
                                                                                            	
  
                                                                                            	
  
                                                                                            	
  
                                                                                            	
  
                                                                                                                 	
  
                                                                                                                 	
  
                                                                                                          Market	
  
                                                                                                                 	
  
                                                                                                          Sector	
  
                                                                                                                 	
  




 Source:	
  	
  Science	
  of	
  Strategy	
  Ins,tute,	
  www.scienceofstrategy.com	
  


                                                                                                                                          26	
  
We	
  have	
  much	
  more	
  today	
  than	
  the	
  previous	
  genera(on,	
  yet…	
  

                                                                                           27	
  
…	
  needs	
  are	
  infinite!	
  

                                    28	
  
•  We	
  don’t	
  create	
  new	
  opportuni,es	
  
•  We	
  just	
  have	
  to	
  see	
  them	
  (vision)	
  

                                                             29	
  
Movement	
  and	
  Posi(on	
  
 The	
  Four	
  Skills	
  of	
  Compe,,on	
  
    1. Knowledge	
  
    2. Vision	
                                                                                             	
  
                                                                                                          Market	
  	
  
                                                                                                            	
  
                                                                                                          Trends	
  
    3.  Movement	
  	
                                                                                        	
  
                                                                                                              	
  
    4.  Posi:on	
  
                                                                                          Execu,on	
     Mission	
           Leader	
  




                                                                                                                           	
  
                                                                                                                           	
  
                                                                                                                           	
  
                                                                                                                           	
  
                                                                                            	
  
                                                                                            	
  
                                                                                            	
  
                                                                                            	
  
                                                                                                                 	
  
                                                                                                                 	
  
                                                                                                          Market	
  
                                                                                                                 	
  
                                                                                                          Sector	
  
                                                                                                                 	
  




 Source:	
  	
  Science	
  of	
  Strategy	
  Ins,tute,	
  www.scienceofstrategy.com	
  


                                                                                                                                          30	
  
Con(nuous	
  Compe((ve	
  Cycle	
  	
  
 The	
  Four	
  Skills	
  of	
  Compe,,on	
  
    1. Knowledge	
  
    2. Vision	
                                                                                             	
  
                                                                                                          Market	
  	
  
                                                                                                            	
  
                                                                                                          Trends	
  
    3. Movement	
  	
                                                                                         	
  
                                                                                                              	
  
    4. Posi,on	
  
                                                                                          Execu,on	
     Mission	
           Leader	
  




                                                                                                                           	
  
                                                                                                                           	
  
                                                                                                                           	
  
                                                                                                                           	
  
                                                                                            	
  
                                                                                            	
  
                                                                                            	
  
                                                                                            	
  
                                                                                                                 	
  
                                                                                                                 	
  
                                                                                                          Market	
  
                                                                                                                 	
  
                                                                                                          Sector	
  
                                                                                                                 	
  




 Source:	
  	
  Science	
  of	
  Strategy	
  Ins,tute,	
  www.scienceofstrategy.com	
  


                                                                                                                                          31	
  
Three	
  Dimensions	
  of	
  Compe((on	
  



Size	
  



              Compe::ve	
  Ac:on	
  


                                                                    Length	
  of	
  Time	
  
  Source:	
  	
  Science	
  of	
  Strategy	
  Ins,tute,	
  www.scienceofstrategy.com	
  

                                                                                               32	
  
Execu(on	
  &	
  Posi(oning	
  
                                                                 EXAMPLE
                                                                Sales Goal of
                                                                   $100M
    Phases                  Steps               Timeframe

                     Step 0 Identification

                     Step 1 Qualification    Up to Two Years
     Capture
                       Step 2 Pursuit

                           Step 3
                            RFP
                           Review


    Proposal               Step 4
                           Proposal


                           Step 5
                           Step 5
                           Pricing
                           Pricing
                                             Up to Two Months
                           Step 6
                           Step 6
rocess Improvement        Process
                          Process
                        Improvement


                                                                                33	
  
Sales	
  Pipeline	
  Dream	
  
                                                                                               	
  
             $100M $100M $100M $100M $100M $100M $100M $100M $100M $100M                nlikely
                                                                             Highly	
  U n	
  
                                                                                 Pa^er           Value
                                                                                                          EXAMPLE
                                                                                                         Sales Goal of
                                                                                           Projection
                                                                                                            $100M
    Phases                              Steps                        Timeframe

                                 Step 0 Identification
                                                                                             10%         $1,000M
                                 Step 1 Qualification             Up to Two Years
     Capture
                                   Step 2 Pursuit
                                                                                             25%          $750M

                                       Step 3
                                        RFP
                                       Review

                                       Step 4
    Proposal
                                       Proposal                                              50%          $200M

                                       Step 5
                                       Step 5
                                       Pricing
                                       Pricing
                                                                 Up to Two Months
                                       Step 6
rocess Improvement
                                       Step 6
                                      Process                                                90%          $110M
                                      Process
                                    Improvement


                                                                                                                         34	
  
Sales	
  Pipeline	
  Reality	
  
               $10M $30M $10M $300M $5M $5M $200M $15M $100M $15M $10M $5M                                                    ore	
     Likely	
  	
  
                                                                                                                  Pa^ern	
  M
                                                                                                                                                          EXAMPLE
                                                                                                                                     Value
                                                                                                                                                         Sales Goal of
                                                                                                                                   Projection
                                                                                                                                                            $100M
    Phases                                         Steps                                         Timeframe

                                            Step 0 Identification
                                                                                                                                        10%              $1,000M
                                            Step 1 Qualification                           Up to Two Years
     Capture
                                              Step 2 Pursuit
                                                                                                                                        25%               $750M
            Weakest	
  Link	
  
      Undeveloped	
  business	
                                     • 	
  	
  Greatest	
  pressure	
  point	
  
   opportuni,es	
  with	
  incomplete	
           Step 3            • 	
  	
  Highest	
  risks	
  
             capture	
                             RFP
                                                  Review
                                                                     Assump:on:	
  
                                                  Step 4             Proposal	
  and	
  
    Proposal
                                                  Proposal           pricing	
  personnel	
                                             50%               $200M
                                                                     are	
  highly	
  trained	
  
                                                                     and	
  experienced.	
  
                                                  Step 5
                                                  Step 5
                                                  Pricing
                                                  Pricing
                                                                                          Up to Two Months
                                                  Step 6
rocess Improvement
                                                  Step 6
                                                 Process                                                                                90%               $110M
                                                 Process
                                               Improvement


                                                                                                                                                                         35	
  
Importance	
  of	
  Star(ng	
  Early	
  




 Source:	
  Campaign	
  to	
  Win,	
  APMP	
  Journal,	
  Fall-­‐Winter	
  2006	
  
 	
  



                                                                                      36	
  
Source:	
  	
  The	
  Capture	
  Phase	
  -­‐	
  Key	
  to	
  Winning	
  and	
  Efficient	
  Proposals,	
  Dr.	
  Bob	
  Goldstein	
  and	
  Dana	
  Hill,	
  APMP	
  Conference,	
  
May	
  29,	
  2008.	
  


                                                                                                                                                                                      37	
  
Improving	
  Win	
  Rate	
  at	
  Lower	
  Cost	
  
             $10M $30M $10M $300M $50M $5M $200M $15M $100M $15M $10M $5M
                                                                                                 EXAMPLE
                                                                                     Value
                                                                                                Sales Goal of
                                                                                   Projection
                                                                                                   $100M
    Phases                              Steps                       Timeframe
                                                                                    10%         $1,000M
                How	
  to	
      Step 0 Identification

               Improve	
         Step 1 Qualification            Up to Two Years
     Capture
                Here?	
            Step 2 Pursuit                                   25%          $750M
                                       Step 3
                                        RFP
                                       Review


    Proposal   To	
  Grow	
            Step 4
                                       Proposal
                 Here	
                                                             50%          $200M
                                       Step 5
                                       Step 5
                                       Pricing
                                       Pricing
                                                                Up to Two Months
                                       Step 6
rocess Improvement
                                       Step 6
                                      Process                                       90%          $110M
                                    Improvement
                                      Process


                                                                                                                38	
  
Presenta(on	
  Sec(ons	
  
 1.  Informa,on	
  Overload	
  
 2.  Understanding	
  Balance	
  in	
  The	
  Art	
  of	
  War	
  
 3.  How	
  Visual	
  Displays	
  Help	
  Teams	
  Focus	
  
 4.  Near	
  Future	
  Innova,on	
  for	
  Proposal	
  Teams	
  
 	
  
            Key	
  Points	
  in	
  Sec:on	
  3.0	
  
            	
  

            3.1	
  	
  Importance	
  of	
  visually	
  displaying	
  informa,on	
  
            3.2	
  	
  Define	
  scorecards	
  and	
  dashboards	
  
            3.2	
  	
  Sample	
  Proposal	
  Readiness	
  Dashboard	
  
            Benefit:	
  Focus	
  on	
  winnable	
  bids	
  and	
  avoid	
  bad	
  deals	
  
            	
  
                                                                                             39	
  
“What	
  you	
  do	
  not	
  measure,	
  you	
  cannot	
  control.”	
  
	
  
“What	
  gets	
  measured,	
  gets	
  done.”	
  
     	
           	
          	
  	
  
     	
           	
          	
       	
  –	
  Tom	
  Peters	
  	
  




                                                                          40	
  
Performance	
  Metrics	
  
 •  Scorecard	
  
    Displays	
  a	
  collec,on	
  of	
  Key	
  Performance	
  Indicators	
  
    (KPIs)	
  together	
  with	
  performance	
  targets	
  for	
  each	
  KPI	
  
 •  Dashboard	
  
    Container	
  for	
  a	
  related	
  group	
  of	
  scorecards	
  and	
  reports	
  
    compressed	
  into	
  a	
  single	
  view	
  
 •  Balanced	
  Scorecard	
  
    Aligns	
  organiza,on	
  to	
  the	
  strategy	
  and	
  measures	
  
    execu,on	
  


                                                                                          41	
  
Proposal	
  Readiness	
  Dashboard	
  




     Microso[	
  Excel	
  Solu(on	
  
                                         42	
  
Proposal	
  Readiness	
  Dashboard	
  
                                        •  Descrip:on	
  –	
  Part	
  1	
  
                                             –    Project	
  Name	
  
                                             –    Customer	
  Name	
  
                                             –    Contract	
  History	
  
                                             –    Iden,fier	
  Number	
  
                                             –    Last	
  Updates	
  
                                                   •  Database	
  (Account	
  Owner)	
  
                                                   •  Dashboard	
  (Assigned	
  Proposal	
  
                                                      Manager)	
  
                                             –  Team	
  Leadership	
  
                                                   •    Proposal	
  Manager	
  
                                                   •    Business	
  Developer	
  
                                                   •    Capture	
  Manager	
  
                                                   •    Principle	
  
                                                   •    Program	
  Manager	
  
     Microso[	
  Excel	
  Solu(on	
  
                                                                                           43	
  
Proposal	
  Readiness	
  Dashboard	
  
                                        •  Descrip:on	
  –	
  Part	
  2	
  
                                             –    Stage	
  
                                             –    Total	
  Value	
  
                                             –    Company	
  Value	
  
                                             –    Name	
  of	
  Prime	
  Contractor	
  
                                             –    Proposal	
  By	
  
                                             –    RFP	
  Date	
  
                                             –    Day	
  Remaining	
  to	
  RFP	
  Date	
  
                                             –    B&P	
  Es,mated	
  Cost	
  
                                             –    B&P	
  Requested	
  Amount	
  
                                             –    Schedule	
  
                                                    •  Step	
  Reviews	
  1-­‐3	
  
                                                    •  Scheduled	
  Solu,on	
  
                                                       Development	
  Workshop	
  
                                                    •  Award	
  
                                                    •  Project	
  Start	
  
                                             –  Comments	
  (Account	
  Owner)	
  
     Microso[	
  Excel	
  Solu(on	
  
                                                                                              44	
  
Proposal	
  Readiness	
  Dashboard	
  
                                        •  Feedback	
  Loop	
  	
  
                                            (Proposal	
  Manager)	
  
                                             –  Proposal	
  Readiness	
  
                                                  •  Capture	
  Plan	
  Created	
  
                                                  •  Developed	
  Win	
  Strategy	
  
                                                  •  Past	
  Performance	
  Iden,fied	
  
                                                  •  Key	
  Personnel	
  Iden,fied	
  
                                                  •  Non-­‐Disclosure	
  Agreement	
  
                                                     (NDAs)	
  &	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Teaming	
  
                                                     Agreements	
  (TAs)	
  
                                                  •  DraW	
  Execu,ve	
  Summary	
  
                                                  •  Solu,on	
  
                                             –  Ac,on	
  Items	
  




     Microso[	
  Excel	
  Solu(on	
  
                                                                                                                                                              45	
  
The	
  Good	
  News	
  
                                         •  Winning	
  good	
  bids	
  
                                         •  Avoiding	
  bad	
  contracts	
  
                                         •  Solu,on	
  is	
  evolving	
  




                                                   Near	
  Real	
  Time	
  
      Microso[	
  Excel	
  Solu(on	
  
                                                                               46	
  
Remaining	
  Challenge	
  
                                        •  Time	
  &	
  Distance	
  




     Microso[	
  Excel	
  Solu(on	
  
                                                                       47	
  
Cau(on	
  –	
  Powerful	
  Informa(on	
  	
  




      Microso[	
  Excel	
  Solu(on	
  
                                                48	
  
Construc(ve	
  Conflict	
  




                             49	
  
Ford	
  Bold	
  Moves	
  Campaign	
  2006	
  




 Source:	
  New	
  York	
  Times	
  Online	
  Edi,on,	
  September,	
  2006	
  	
  
 	
  

                                                                                      50	
  
Presenta(on	
  Sec(ons	
  
 1.  Informa,on	
  Overload	
  
 2.  Understanding	
  Balance	
  in	
  The	
  Art	
  of	
  War	
  
 3.  How	
  Visual	
  Displays	
  Help	
  Teams	
  Focus	
  
 4.  Near	
  Future	
  Innova,on	
  for	
  Proposal	
  Teams	
  
 	
  
          Key	
  Points	
  in	
  Sec:on	
  4.0	
  
          	
  

          2.1	
  	
  Disrup,ve	
  innova,on	
  
          2.2	
  	
  Massive	
  paradigm	
  shiW	
  currently	
  underway	
  
          2.2	
  	
  Balanced	
  Scorecard	
  prototype	
  for	
  proposals	
  
          Benefit:	
  Envision	
  and	
  share	
  innova,on	
  for	
  proposals	
  

                                                                                     51	
  
Perspec(ve	
  Helps	
  
1644	
   Qing	
  Dynasty	
  isola(onism	
  takes	
  form	
  	
  
1787	
   USA	
  
         John	
  Fitch	
  builds	
  the	
  first	
  steamboat	
  in	
  the	
  



1839	
   First	
  Opium	
  iWar,	
  followed	
  by	
  Second	
  
         Opium	
  War	
   n	
  1856	
  

1864	
   China	
  builds	
  its	
  first	
  single-­‐cylinder	
  
         steamboat	
  	
  


1868	
   China	
  woestern	
  andapts	
  off-­‐the-­‐shelf	
  equipment	
  
         from	
  
                    penly	
  
                                a(ons	
  


 Sources:	
  Selected	
  notes	
  from:	
  “Discovering	
  Steam	
  Power	
  in	
  China,	
  1840s-­‐1860s,.”	
  H-­‐C	
  Wang,	
  Technology	
  and	
  Culture,	
  Vol.	
  51,	
  No.	
  1,	
  January	
  
 2010,	
  pp.	
  31-­‐54;	
  “They	
  Made	
  America:	
  From	
  the	
  Steam	
  Engine	
  to	
  the	
  Search	
  Engine:	
  Two	
  Centuries	
  of	
  Innovators,”	
  by	
  Sir	
  Harold	
  Evans,	
  Lille,	
  
 Brown	
  and	
  Company,	
  October	
  2004;	
  “They	
  Made	
  America	
  Video	
  Series,”	
  Produced	
  by	
  WGBH	
  History	
  Unit,	
  ©	
  2004	
  WGBH	
  
 	
  


                                                                                                                                                                                                                      52	
  
The	
  Clear	
  and	
  Present	
  Danger	
  
 •  2	
  Years	
  
           Cycle	
  ,me	
  for	
  enemy	
  to	
  take	
  
           advantage	
  of	
  commercial	
  “off-­‐
           the-­‐shelf”	
  technology	
  
 •  10	
  Years	
  
           Cycle	
  ,me	
  U.S.	
  manages	
  
           technology	
  programs	
  of	
  record	
  
 •  War	
  erupts	
  prior	
  to	
  fielding	
  
    best	
  technology	
  available	
  
 •  Poten,ally,	
  the	
  enemy	
  can	
  
    field	
  beler	
  technology	
  at	
  
    any	
  given	
  point	
  in	
  ,me	
  
 Source:	
  Use	
  with	
  permission	
  of	
  Kevin	
  Cogan,	
  US	
  Army	
  War	
  College	
  
 	
  
What’s	
  Happening	
  Now	
  




 Source:	
  	
  Federal	
  Procurement	
  Data	
  System,	
  www.fpds.gov	
  


                                                                                54	
  
What’s	
  Happening	
  Now	
  for	
  the	
  Future	
  




 Source:	
  US	
  R&D	
  Dashboard,	
  www.rd-­‐dashboard.nitrd.gov	
  


                                                                          55	
  
Measuring	
  Time	
  &	
  Distance	
  
                                                                                                      Time	
  &	
  
                                                                                                      Distance	
  
                                                           Northern	
  USA	
  




          Western	
  USA	
                                                       Eastern	
  USA	
  




                                                           Southern	
  USA	
  
The	
  Elec:on	
  Will	
  Be	
  Tweeted	
  (and	
  Retweeted)	
  
New	
  York	
  Times	
  Online	
  Edi,on	
  
hlp://www.ny,mes.com/interac,ve/us/poli,cs/2010-­‐twiler-­‐candidates.html	
  


                                                                                                                      56	
  
Rela(onships	
  in	
  Context	
  




                 NNDB	
  MAPPER	
  Corporate	
  Power	
  Nexus,	
  June	
  16,	
  2008	
  


                                                                                             57	
  
Visualizing	
  Strategic	
  Opportuni(es	
  




                                               58	
  
Stream	
  Compu(ng	
  




                         59	
  
What’s	
  Driving	
  Stream	
  Compu(ng	
  
 •      World	
  is	
  being	
  instrumented	
  
 •      Early	
  use	
  cases	
  proven	
  successful	
  
 •      New	
  tools	
  are	
  emerging	
  
 •      Complementary	
  technologies	
  	
  
 •      IBM’s	
  exper,se	
  




 Source:	
  hlp://mervadrian.wordpress.com/2009/05/22/infosphere-­‐streams-­‐is-­‐a-­‐game-­‐changer/	
  	
  


                                                                                                                60	
  
Vision	
  for	
  Future	
  Proposal	
  So[ware	
  	
  
 Ingredients	
  for	
  Innova:on	
  
 •  Make	
  lots	
  of	
  mistakes	
  
 •  Intensive	
  study	
  of	
  those	
  mistakes	
  
 •  Share	
  knowledge	
  gained	
  by	
  studying	
  problems	
  	
  
 •  Mo,va,on	
  and	
  will	
  to	
  shiW	
  paradigm	
  




                                                                         61	
  
Increase	
  Interac(on	
  &	
  Collabora(on	
  
 •  Horizontal	
  Management	
  –	
  
    collabora,on	
  between	
  individuals	
  
    who	
  have	
  equal	
  authority	
  
    –  Delibera,ve	
  crea,ve	
  thinking	
  
       outside	
  the	
  box	
  when	
  ,me	
  is	
  
       abundant	
  
 •  Ver,cal	
  Management	
  –	
  mul,ple	
  
    levels	
  of	
  decision	
  makers	
  
    –  Extensive	
  level	
  of	
  skill	
  during	
  
       compressed	
  ,me	
  
    –  Malcolm	
  Gladwell’s	
  
       “Outliers”	
  (10,000	
  hours)	
  



                                                         62	
  
Thinking	
  Horizontally	
  &	
  Ver(cally	
  




                 A	
  very	
  compressed	
  example	
  

                                                          63	
  
USAirways	
  Flight	
  1549	
  
 •  First	
  officer	
  spent	
  first	
  30-­‐40	
  seconds	
  (16%)	
  of	
  emergency	
  on	
  
    checklists	
  to	
  relight	
  engines	
  (Horizontal	
  Management)	
  
     –  Checklist	
  designed	
  for	
  use	
  at	
  al,tudes	
  over	
  20,000	
  feet	
  
     –  AircraW	
  emergency	
  occurred	
  at	
  3,200	
  feet	
  
 •  Pilot	
  skill	
  and	
  decisive	
  ac,on	
  overcame	
  absence	
  of	
  established	
  
    procedures	
  for	
  specific	
  situa,on	
  (Ver:cal	
  Management)	
  

                         Airbus	
  A320	
  Airspeed	
  Scale	
  
                         	
  

                         Green	
  Dot:	
  Represents	
  the	
  speed	
  at	
  which	
  the	
  aircraW	
  must	
  travel	
  to	
  obtain	
  
                         the	
  best	
  liW	
  over	
  drag	
  ra,o,	
  allowing	
  maximum	
  range	
  for	
  glided	
  flight	
  
                         	
  

                         VLS:	
  Lowest	
  selectable	
  speed	
  at	
  which	
  the	
  aircraW	
  can	
  travel	
  while	
  s,ll	
  
                         genera,ng	
  liW	
  
                         	
  

                         α-­‐protec:on:	
  Prevents	
  the	
  aircraW	
  from	
  stalling,	
  but	
  only	
  ac,vates	
  when	
  the	
  
                         aircraW	
  is	
  flying	
  under	
  Normal	
  Law	
  
                         	
  


                                                                                                                                              64	
  
65	
  
Collabora:ve	
  
 Approach	
  




                   66	
  
Ver(cal	
  Management	
  
  Business	
  Development	
                                             Without	
  feedback	
  loop:	
  
                                                                        •  Minimum	
  innova,on	
  
               Capture	
  Management	
                                  •  Problems	
  cascade	
  
                                                                        •  Risks	
  for	
  failure	
  increase	
  
                           Proposal	
  Management	
  


                                               Pricing	
  


                                                             Produc,on	
  

                                                                                                              Only	
  Firm	
  
                                                                    Proposal	
  Submission	
                  Deadline	
  


                                            Time	
  

                                                                                                                                 67	
  
Horizontal	
  Business	
  Development	
  
   Business	
                         Capture	
  	
                  Program	
                                                     Proposal	
  
                                                                                                   Pricing	
  
 Development	
                      Management	
                    Management	
                                                  Management	
  



                                                                                                                  Proposal	
  
 Compe::ve	
        Teaming	
             Capture	
     Technical	
          Staffing	
     Basis	
  of	
                               Solu:on	
  
                                                                                                                 Management	
  
   Analysis	
      Agreements	
            Plan	
       Solu:on	
            Model	
      Es:mate	
                                   Graphics	
  
                                                                                                                    Plan	
  
Horizontal	
  &	
  Ver(cal	
  Management	
  
Horizontal	
  

   Business	
        Capture	
  	
               Program	
                            Proposal	
  
                                                                       Pricing	
  
 Development	
     Management	
                 Management	
                         Management	
  




Ver:cal	
  
                                       Proposal	
  Development	
  



                                          Proposal	
  Produc,on	
  



                                          Proposal	
  Submission	
  



                                                                                                      69	
  
Balanced	
  Scorecard	
  
 •    Mobilize	
  Change	
  through	
  Leadership	
  
 •    Aligns	
  the	
  Organiza,on	
  to	
  the	
  Strategy	
  
 •    Strategy	
  Becomes	
  Everyone’s	
  Job	
  
 •    Cyclical	
  Process	
  
 •    Reduces	
  risk	
  of	
  failure	
  and	
  improves	
  chances	
  for	
  
      success	
  




                                                                                  70	
  
Before-­‐Heaven	
  Baqua	
  (Circa	
  3000	
  B.C.)	
  




   Balanced	
  scorecards	
  have	
  actually	
  been	
  around	
  for	
  a	
  very	
  long	
  (me.	
  

                                                                                                          71	
  
!

    72	
  
!
    !
        73	
  
Flip	
   Informa,on	
  




Source:	
  Shipley	
  Associates	
  Proposal	
  Guide	
  for	
  Business	
  Development	
  and	
  Sales	
  Professionals,	
  www.shipleywins.com	
  	
  
	
  

                                                                                                                                                           74	
  
Horizontal	
  Management	
  (Collabora(ve)	
  




                                                 75	
  
Ver(cal	
  Management	
  (Produc(on)	
  




                                           76	
  
Task	
  1	
  




Task	
  96	
  




                    77	
  
                                             	
  
               Governmen                                            	
                                                                                                                Graphic	
  
Execu:ve	
                         Business	
   Capture	
                        Program	
      Proposal	
       Pricing	
   Contrac:ng	
              SME	
      Technical	
                       Produc:o
                t	
  Affairs	
                                   Principal	
                                                                                                            Ar:st	
  
 Officer	
                          Developer	
   Manager	
                        Manager	
      Manager	
       Manager	
     Manager	
        1	
                 Writer	
                             n	
  
                1	
                                            1	
                                                                                                                 1	
               1	
  
                                                                                                                                               2	
  
 1	
                               1	
          1	
                              1	
            1	
             1	
           1	
                                 1	
  
                2	
                                            2	
                                                                                                                 2	
               2	
  
                                                                                                                                               3	
  
 2	
                               2	
          2	
                              2	
            2	
             2	
           2	
                                 2	
  
                3	
                                            3	
                                                                                                                 3	
               3	
  
                                                                                                                                               4	
  
 3	
                               3	
          3	
                              3	
            3	
             3	
           3	
                                 3	
  
                4	
                                            4	
                                                                                                                 4	
               4	
  
                                                                                                                                               5	
  
 4	
                               4	
          4	
                              4	
            4	
             4	
           4	
                                 4	
  
                5	
                                            5	
                                                                                                                 5	
               5	
  
                                                                                                                                               6	
  
 5	
                               5	
          5	
                              5	
            5	
             5	
           5	
                                 5	
  
                6	
                                            6	
                                                                                                                 6	
               6	
  
                                                                                                                                               7	
  
 6	
                               6	
          6	
                              6	
            6	
             6	
           6	
                                 6	
  
                7	
                                            7	
                                                                                                                 7	
               7	
  
                                                                                                                                               8	
  
 7	
                               7	
          7	
                              7	
            7	
             7	
           7	
                                 7	
  
                8	
                                            8	
                                                                                                                 8	
               8	
  
                                                                                                                                               9	
  
 8	
                               8	
          8	
                              8	
            8	
             8	
           8	
                                 8	
  
                9	
                                            9	
                                                                                                                 9	
               9	
  
                                                                                                                                              10	
  
 9	
                               9	
          9	
                              9	
            9	
             9	
           9	
                                 9	
  
               10	
                                           10	
                                                                                                                10	
              10	
  
10	
                              10	
         10	
                             10	
           10	
            10	
          10	
                                10	
  




                                                                                                                                                                                                                78	
  
“First	
  Things	
  First!”	
  
                                                                                                                                                                                                                                                                                                                                                      	
  
                                                                                                                                                                                                                                                                                                                                                      	
  
                                                                                                                                                                                                                                                                                                                                                      	
  
                                                                                                                                                                                                                                                                                                          Earliest	
  Deadline	
  First	
  	
  
                                                                                                                                                                                                                                                                                                             (EDF)	
  Scheduler	
  
                                                                                                                                                                                                                                                                                                                        	
  
                                                                                                                                                                                                                                                                                                     Source:	
  Earliest	
  Deadline	
  First,	
  	
  
                                                                                                                                                                                                                                                                                                     www.wikipedia.org	
  
                                                                                                                                                                                                                                                                                                     	
  




                                                                                                                                                                                                        SME	
                                                                       	
  
                       Governmen                                                              Principal	
                                                                                                                                             Graphic	
  
Execu:ve	
                                               Business	
   Capture	
                                      Program	
   Proposal	
                      Pricing	
   Contrac:ng	
   1	
                SME	
         Technical	
                                    Produc:o     	
  
                             t	
  Governmen
                                  Affairs	
                                                                                                                                                                                                                 Ar:st	
  
                                                                                                                                                                                                                                                             Graphic	
  
      Officer	
  
       Execu:ve	
                                       Developer	
   Manager	
   1	
   Principal	
  Manager	
   Manager	
   Manager	
  
                                                               Business	
   Capture	
                                      Program	
   Proposal	
                        Pricing	
   Manager	
  
                                                                                                                                                                                          Contrac:ng	
   1	
                       Writer	
  
                                                                                                                                                                                                                                    Technical	
                                    n	
  
                                                                                                                                                                                                                                                                                  Produc:o
                                        t	
  Affairs	
                                                                                                                                                                 SME	
                                       Ar:st	
   1	
  
                                                              Developer	
   Manager	
   1	
   Principal	
  Manager	
   Manager	
   Manager	
   Manager	
  
                                                                                                                                                                                                  2	
  
             Officer	
   1	
  
              Execu:ve	
                                             Business	
   Capture	
                                      Program	
   Proposal	
                                                                                   Writer	
   1	
                                 n	
  
                                                                                                                                                                                                                             SME	
   Technical	
  
                                                                                             2	
  
1	
  
                    Officer	
                             1	
               1	
  
                                                                    Developer	
   Manager	
                    Principal	
  Manager	
   Manager	
  
                                                                                                                     1	
                 1	
               1	
                      1	
           3	
    2	
    1	
          1	
  
                                                                                                                                                                                                                                                 Writer	
   1	
  
                     Execu:ve	
  
                       2	
        1	
  
                                                                                            Capture	
  
                                                                                             3	
   2	
   1	
                           Program	
   Proposal	
                                                          1	
  
                                                                                                                                                                                                                                                     2	
                    2	
   1	
  
                                                                                                                                                                                                         3	
    2	
  
2	
    1	
  
                      Officer	
  
                       3	
        2	
                   2	
   1	
         2	
   1	
  
                                                                                            Manager	
   1	
   2	
   1	
  
                                                                                             4	
   3	
   2	
  
                                                                                                                                         2	
   1	
  
                                                                                                                                       Manager	
   Manager	
  
                                                                                                                                                           2	
     1	
  
                                                                                                                                                                Proposal	
  
                                                                                                                                                                                    2	
   1	
     4	
                        2	
    1	
  
                                                                                                                                                                                                                                                     3	
    2	
             3	
   2	
  
              1	
                                                   1	
               1	
                                        1	
                 1	
                                                 4	
    3	
    2	
                 1	
  
3	
    2	
  
                                  3	
                   3	
   2	
         3	
   2	
  
                                                                                                               2	
   3	
   2	
           3	
   2	
         3	
  Manager	
   3	
  
                                                                                                                                                                   2	
                    2	
     5	
                        3	
    2	
                     3	
  
                       4	
                                                                   5	
   4	
   3	
                                                                                                                                         4	
                    4	
   3	
  
          3	
      2	
      1	
                                 3	
      2	
               3	
      2	
      1	
                                                  3	
      2	
      1	
                        2	
      1	
                3	
               3	
               5	
      4	
      3	
               3	
      2	
  
 4	
                                                   4	
                        4	
                                                                    4	
                                 4	
      3	
                       4	
                 4	
               6	
                                 4	
                                 4	
  
                                     5	
      4	
                                                                              5	
      4	
      3	
                                                                                                                                                                                 5	
                      5	
      4	
  
                                                                                                                      6	
  
                   3	
      2	
                                          3	
                        3	
      2	
                                                  4	
      3	
      2	
                        3	
      2	
      1	
       4	
               4	
               6	
      5	
      4	
                        3	
  
 5	
      4	
                                          5	
      4	
               5	
      4	
                                                           5	
                                 5	
      4	
                       5	
                 5	
               7	
                                 5	
      4	
  
                                     6	
      5	
                                                                              6	
      5	
      4	
                                                                                                                                                                                 6	
      5	
             6	
      5	
  
                                                                                                                      7	
  
                   4	
      3	
                                          4	
                        4	
      3	
                                                  5	
      4	
      3	
                        4	
      3	
      2	
       5	
               5	
               7	
      6	
      5	
                        4	
  
 6	
      5	
                                          6	
      5	
               6	
      5	
                                                           6	
                                 6	
      5	
                       6	
                 6	
               8	
                                 6	
      5	
  
                                     7	
      6	
                                                                              7	
      6	
      5	
                                                                                                                                                                                 7	
      6	
             7	
      6	
  
                                                                                                                      8	
  
                   5	
      4	
                                          5	
                        5	
      4	
                                                  6	
      5	
      4	
                        5	
      4	
      3	
       6	
               6	
               8	
      7	
      6	
                        5	
  
 7	
      6	
                                          7	
      6	
               7	
      6	
                                                           7	
                                 7	
      6	
                       7	
                 7	
               9	
                                 7	
      6	
  
                                     8	
      7	
                                                                              8	
      7	
      6	
                                                                                                                                                                                 8	
      7	
             8	
      7	
  
                                                                                                                      9	
  
                   6	
      5	
                                          6	
                        6	
      5	
                                                  7	
      6	
      5	
                        6	
      5	
      4	
       7	
               7	
               9	
      8	
      7	
                        6	
  
 8	
      7	
                                          8	
      7	
               8	
      7	
                                                           8	
                                 8	
      7	
                       8	
                 8	
              10	
                                 8	
      7	
  
                                     9	
      8	
                                                                              9	
      8	
      7	
                                                                                                                                                                                 9	
      8	
             9	
      8	
  
                                                                                                                     10	
  
                   7	
      6	
                                          7	
                        7	
      6	
                                                  8	
      7	
      6	
                        7	
      6	
      5	
       8	
               8	
              10	
      9	
      8	
                        7	
  
 9	
      8	
                                          9	
      8	
               9	
      8	
                                                           9	
                                 9	
      8	
                       9	
                 9	
                                                   9	
      8	
  
                                    10	
      9	
                                                                             10	
      9	
      8	
                                                                                                                                                                                10	
      9	
            10	
      9	
  
                   8	
      7	
                                          8	
                        8	
      7	
                                                  9	
      8	
      7	
                        8	
             6	
  
                                                                                                                                                                                                                        7	
   10	
         9	
               9	
                       10	
      9	
                        8	
  
          9	
                                                   9	
                        9	
                                                                                                        9	
                                                                                                          9	
  
10	
                                         10	
     10	
                       10	
  
                                                                                                                                       10	
      9	
   10	
                                 10	
                                                   10	
                                                  10	
                                10	
                     10	
  
                   9	
      8	
                                          9	
                        9	
      8	
                                                 10	
      9	
      8	
                        9	
      8	
        7	
   10	
               10	
                                10	
                        9	
  
         10	
                                                  10	
                       10	
                                                                                                       10	
                                                                                                         10	
  
                                                                                                                                                10	
  
                  10	
      9	
                                         10	
                       10	
      9	
                                                          10	
      9	
                       10	
      9	
        8	
                                                                                     10	
  

                           10	
                                                                             10	
                                                                   10	
                                10	
        9	
  

                                                                                                                                                                                                                                 10	
  




                                                                                                                                                                                                                                                                                                                                                                               79	
  
What’s	
  Your	
  Decision	
  Making	
  Process?	
  
 •  Are	
  data	
  empirical?	
  	
  
 •  Are	
  issues	
  defined	
  and	
  decisions	
  executed?	
  
 •  Does	
  your	
  process	
  enable	
  contributors?	
  
 •  Are	
  resources	
  for	
  your	
  proposal	
  process	
  
    balanced?	
  
 •  How	
  does	
  this	
  process	
  work	
  across	
  mul,ple	
  
    opportuni,es?	
  
 •  How	
  quickly	
  does	
  your	
  process	
  acknowledge,	
  
    implement,	
  and	
  reward	
  innova,on?	
  

                                                                      80	
  
Proposal Management
Proposal Management
Proposal Management
Proposal Management
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Proposal Management

  • 1. Informa(on  Overload   The  Art  of  Balancing  Time  and   Distance  for  Proposal  Readiness   1
  • 2. When  you  were  nine  years  old  your  (me  was  your  own  and   then  you  grew  up.     Now  there’s  never  enough  (me.     You’ve  got  to  make  the  most  of  the  (me  you  have  and  you   can  with  the  new  IBM  224  Dicta(ng  Unit.     While  you’re  using  it  to  clear  your  desk  of  le=ers,  memos,   reports  or  to  put  thoughts  and  ideas  in  order,  your  secretary   handles  other  work  for  you.     She’s  free  to  do  a  be=er  job  and  so  are  you.     Small  and  compact  the  new  IBM  224  fits  a  man  whose  job  is   bigger  than  his  office.     Simply  because  you  can  use  it  anywhere  you  think.       Anywhere!     Whatever  you  do  the  new  IBM  224  can  help  you  make  the   most  of  your  (me.     So  that  more  (me  is  your  own  again.     Script:  1965  Commercial  –  IBM  224  Dicta:ng  Unit     Video  Source:  h=p://www.youtube.com/watch?v=DUr4PinInPw     2  
  • 3. Presenta(on  Sec(ons   1.  Informa,on  Overload   2.  Understanding  Balance  in  The  Art  of  War   3.  How  Visual  Displays  Help  Teams  Focus   4.  Near  Future  Innova,on  for  Proposal  Teams     Key  Points  in  Sec:on  1.0     1.1    Disrup,ve  technologies  (how  more  is  less)   1.2    How  technology  affects  the  mind  at  work   Benefit:  Understand  what  is  happening  and  why   3  
  • 4. Presenta(on  Sec(ons   1.  Informa,on  Overload   2.  Understanding  Balance  in  The  Art  of  War   3.  How  Visual  Displays  Help  Teams  Focus   4.  Near  Future  Innova,on  for  Proposal  Teams     Key  Points  in  Sec:on  2.0     2.1    Historical  influence   2.2    Five  key  elements  &  Four  skills  of  compe,,on   2.3    Three  dimensions  of  compe,,on   2.4    Rela,onship  to  the  business  cycle   Benefit:    Increase  focus  on  winning  strategy   4  
  • 5. Presenta(on  Sec(ons   1.  Informa,on  Overload   2.  Understanding  Balance  in  The  Art  of  War   3.  How  Visual  Displays  Help  Teams  Focus   4.  Near  Future  Innova,on  for  Proposal  Teams     Key  Points  in  Sec:on  3.0     3.1    Importance  of  visually  displaying  informa,on   3.2    Define  scorecards  and  dashboards   3.2    Sample  Proposal  Readiness  Dashboard   Benefit:  Focus  on  winnable  bids  and  avoid  bad  deals     5  
  • 6. Presenta(on  Sec(ons   1.  Informa,on  Overload   2.  Understanding  Balance  in  The  Art  of  War   3.  How  Visual  Displays  Help  Teams  Focus   4.  Near  Future  Innova,on  for  Proposal  Teams     Key  Points  in  Sec:on  4.0     2.1    Disrup,ve  innova,on   2.2    Massive  paradigm  shiW  currently  underway   2.2    Balanced  Scorecard  prototype  for  proposals   Benefit:  Envision  and  share  innova,on  for  proposals   6  
  • 8. Disrup(ve  Technologies   •  Come  at  unpredictable  ,mes   •  Come  at  unpredictable  intervals   •  Guided  by  Moore’s  Law     •  Phases  of  Technology  (S-­‐Curve)   1.  Rupture   2.  Early  Development   3.  Expansion   4.  Matura,on   5.  Satura,on   Source:  Use  with  permission  of  Kevin  Cogan,  US  Army  War  College    
  • 9. Era  of   Accelerated  Expecta(ons   Source:  Use  with  permission  of  Kevin  Cogan,  US  Army  War  College    
  • 10. Informa(on  Overload   •  Informa,on  coming  from  an  ocean  of  sensors   •  Everything  is  gebng  smarter  and  faster   – Smartphones     – Smart  Devices   – Smart  Dust   – Smart  Water  (not  the  kind  you  drink)   10  
  • 11. Does  technology  change  the  way  we  think   and  communicate  at  work?   58%     “Technology  is  a  cri(cal  enabler  that  makes  the  business  more   agree   produc(ve  and  efficient.”   31%   agree   “Helps  improve  business  processes.”   7%   agree   “Distrac(ons  of  technology  outweigh  the  benefits.”   “I  frequently  find  myself  responding  to  various  requests  that  come  in   75%   via  email,  instant  message  or  other  sources,  requiring  me  to  shi[   agree   from  the  work  I  was  focused  on.”   Source:  How  Technology  Affects  the  Mind  at  Work,  The  Economist  Intelligence  Unit  Survey  Presenta,on,  Innova,on:  Entrepreneurship  for  a  Disrup,ve   World  Conference,  Haas  School  of  Business,  March  23,  2011       11  
  • 12. How  o[en  do  you…?   Check  e-­‐mail   67%   24%   8%   1%   Less  than  once   Daily   Many  ,mes   Several  ,mes   per  day   per  day   per  day   Source:  How  Technology  Affects  the  Mind  at  Work,  The  Economist  Intelligence  Unit  Survey  Presenta,on,  Innova,on:  Entrepreneurship  for  a  Disrup,ve   World  Conference,  Haas  School  of  Business,  March  23,  2011       12  
  • 13. How  much  of  your  business  day  is  spent   using  a  computer  or  smartphone?   Source:  How  Technology  Affects  the  Mind  at  Work,  The  Economist  Intelligence  Unit  Survey  Presenta,on,  Innova,on:  Entrepreneurship  for  a  Disrup,ve   World  Conference,  Haas  School  of  Business,  March  23,  2011       13  
  • 14. More  is  Less   11     minutes   Amount  of  (me  the  average  worker  gets  to  spend  on  a  specific  task.   3     minutes   Amount  of  (me  IT  workers  get  to  spend  on  a  specific  task.   2.5%   capable   Capable  of  competently  managing  two  tasks  at  the  same  (me.   “Mul(tasking  may  be  something  that  society  demands,  but  it  leads  to   more  errors  and  poor  learning.”        -­‐-­‐Art  Kramer,  Director  of  the  Beckman  Ins(tute   Source:  Your  Brain  on  Computers  Series,  New  York  Times  Online  Edi,on,  June  7  through  November  21,  2010;  and   New  York  Times  Online  Series,  Your  Brain  on  Computers   14  
  • 15. Quality  Informa(on  is  Key   •  Relevance   •  Reliability   •  Understandability   • Timeliness   • Feedback   • Valid   • Verifiable   Value   • Unbiased   • Predic,ve   Value   Quality   Informa:on   • Consistency   • Comparability   Understandable   Source:  Trends  in  Technology,  AGA  CPAG  Research  Series:  Report  No.  3,  November  2005   15  
  • 16. Coping  with  Informa(on  Overload   •  Take  ,me  to  focus   – Deep  thinking   – Rela,onships  (online  and  offline)   – Minimize  mul,tasking   •  Introduce  technology  e,quele     – Ask  beler  ques,ons   •  Filter   – Learn  to  forget   Source:  How  Technology  Affects  the  Mind  at  Work,  The  Economist  Intelligence  Unit  Survey  Presenta,on,  Innova,on:  Entrepreneurship  for  a  Disrup,ve  World  Conference,  Haas   School  of  Business,  March  23,  2011;  Your  Brain  on  Computers  Series,  New  York  Times  Online  Edi,on,  June  7  through  November  21,  2010.     16  
  • 17. Perspec(ve  Helps   “To  what  corner  of  the  world  do  they  not  fly,   these  swarms  of  new  books?…  the  very   mul,tude  of  them  is  hur,ng  scholarship,   because  it  creates  a  glut,  and  even  in  good   things  sa,ety  is  most  harmful.”     −Desiderius  Erasmus,  1466  -­‐  1536   17  
  • 18. Presenta(on  Sec(ons   1.  Informa,on  Overload   2.  Understanding  Balance  in  The  Art  of  War   3.  How  Visual  Displays  Help  Teams  Focus   4.  Near  Future  Innova,on  for  Proposal  Teams     Key  Points  in  Sec:on  2.0     2.1    Historical  influence   2.2    Five  key  elements  &  Four  skills  of  compe,,on   2.3    Three  dimensions  of  compe,,on   2.4    Rela,onship  to  today’s  business  cycle   Benefit:    Increase  focus  on  winning  strategy   18  
  • 19. Transla(ons  Vary   Source:    Science  of  Strategy  Ins,tute,  www.scienceofstrategy.com   19  
  • 20. Le[  Right  Yellow  Ninety  Solid  Half-­‐back   Slugo-­‐Sha=ered   Time?   Distance?  
  • 21. The  Art  of  War   •  More  than  prely  prose  and  abstract  sayings   •  Guide  to  understanding  balance  within  exis,ng   compe,,ve  systems  
  • 22. The  Art  of  War  in  History   •  1782  -­‐  First  introduced  to  Western  culture   •  1793  (September)  -­‐  Napoleon  Bonaparte  was   French  Army  Captain  (age  24)  and  passing   through  Italy  while  on  leave.   –  Bonaparte’s  use  of  The  Art  of  War  is  legend,   which  follows  Sun  Tzu’s  teaching  that  plans   remain  secret.   –  Consolidated  his  French  ar,llery  unit  to   bombard  the  “weakest  link”  in  Bri,sh  line   of  defense.   –  Tac,cs  were  very  similar  to  principles   outlined  in  The  Art  of  War.   •  1793  (December)  –  Bonaparte  promoted  to   Brigadier-­‐General   22  
  • 23. Five  Key  Elements   •  Moral  Law       •  Heaven     Heaven     •  Earth       •  Commander   Methods   Moral   Commander           &  Discipline           Law   •  Methods  and  Discipline       Earth       Source:    Science  of  Strategy  Ins,tute,  www.scienceofstrategy.com   23  
  • 24. Rela(onship  to  Business  Cycle   •  Moral  Law     (Mission)     Market       •  Heaven   Trends   Heaven     (Market  Trends)     •  Earth     Methods   Execu,on   Moral   Mission   Commander   Leader                   &  Discipline           Law   (Market  Sector)       •  Commander       Market   Earth       (Leader)   Sector       •  Methods  and  Discipline   (Execu,on)   Source:    Science  of  Strategy  Ins,tute,  www.scienceofstrategy.com   24   24  
  • 25. Four  Skills  of  Compe((on     1. Knowledge   2. Vision     Market       Trends   3. Movement         4. Posi,on   Execu,on   Mission   Leader                         Market     Sector     Source:    Science  of  Strategy  Ins,tute,  www.scienceofstrategy.com   25  
  • 26. Knowledge  and  Vision   The  Four  Skills  of  Compe,,on   1.  Knowledge   2.  Vision     Market       Trends   3. Movement         4. Posi,on   Execu,on   Mission   Leader                       Market     Sector     Source:    Science  of  Strategy  Ins,tute,  www.scienceofstrategy.com   26  
  • 27. We  have  much  more  today  than  the  previous  genera(on,  yet…   27  
  • 28. …  needs  are  infinite!   28  
  • 29. •  We  don’t  create  new  opportuni,es   •  We  just  have  to  see  them  (vision)   29  
  • 30. Movement  and  Posi(on   The  Four  Skills  of  Compe,,on   1. Knowledge   2. Vision     Market       Trends   3.  Movement         4.  Posi:on   Execu,on   Mission   Leader                       Market     Sector     Source:    Science  of  Strategy  Ins,tute,  www.scienceofstrategy.com   30  
  • 31. Con(nuous  Compe((ve  Cycle     The  Four  Skills  of  Compe,,on   1. Knowledge   2. Vision     Market       Trends   3. Movement         4. Posi,on   Execu,on   Mission   Leader                       Market     Sector     Source:    Science  of  Strategy  Ins,tute,  www.scienceofstrategy.com   31  
  • 32. Three  Dimensions  of  Compe((on   Size   Compe::ve  Ac:on   Length  of  Time   Source:    Science  of  Strategy  Ins,tute,  www.scienceofstrategy.com   32  
  • 33. Execu(on  &  Posi(oning   EXAMPLE Sales Goal of $100M Phases Steps Timeframe Step 0 Identification Step 1 Qualification Up to Two Years Capture Step 2 Pursuit Step 3 RFP Review Proposal Step 4 Proposal Step 5 Step 5 Pricing Pricing Up to Two Months Step 6 Step 6 rocess Improvement Process Process Improvement 33  
  • 34. Sales  Pipeline  Dream     $100M $100M $100M $100M $100M $100M $100M $100M $100M $100M nlikely Highly  U n   Pa^er Value EXAMPLE Sales Goal of Projection $100M Phases Steps Timeframe Step 0 Identification 10% $1,000M Step 1 Qualification Up to Two Years Capture Step 2 Pursuit 25% $750M Step 3 RFP Review Step 4 Proposal Proposal 50% $200M Step 5 Step 5 Pricing Pricing Up to Two Months Step 6 rocess Improvement Step 6 Process 90% $110M Process Improvement 34  
  • 35. Sales  Pipeline  Reality   $10M $30M $10M $300M $5M $5M $200M $15M $100M $15M $10M $5M ore   Likely     Pa^ern  M EXAMPLE Value Sales Goal of Projection $100M Phases Steps Timeframe Step 0 Identification 10% $1,000M Step 1 Qualification Up to Two Years Capture Step 2 Pursuit 25% $750M Weakest  Link   Undeveloped  business   •     Greatest  pressure  point   opportuni,es  with  incomplete   Step 3 •     Highest  risks   capture   RFP Review Assump:on:   Step 4 Proposal  and   Proposal Proposal pricing  personnel   50% $200M are  highly  trained   and  experienced.   Step 5 Step 5 Pricing Pricing Up to Two Months Step 6 rocess Improvement Step 6 Process 90% $110M Process Improvement 35  
  • 36. Importance  of  Star(ng  Early   Source:  Campaign  to  Win,  APMP  Journal,  Fall-­‐Winter  2006     36  
  • 37. Source:    The  Capture  Phase  -­‐  Key  to  Winning  and  Efficient  Proposals,  Dr.  Bob  Goldstein  and  Dana  Hill,  APMP  Conference,   May  29,  2008.   37  
  • 38. Improving  Win  Rate  at  Lower  Cost   $10M $30M $10M $300M $50M $5M $200M $15M $100M $15M $10M $5M EXAMPLE Value Sales Goal of Projection $100M Phases Steps Timeframe 10% $1,000M How  to   Step 0 Identification Improve   Step 1 Qualification Up to Two Years Capture Here?   Step 2 Pursuit 25% $750M Step 3 RFP Review Proposal To  Grow   Step 4 Proposal Here   50% $200M Step 5 Step 5 Pricing Pricing Up to Two Months Step 6 rocess Improvement Step 6 Process 90% $110M Improvement Process 38  
  • 39. Presenta(on  Sec(ons   1.  Informa,on  Overload   2.  Understanding  Balance  in  The  Art  of  War   3.  How  Visual  Displays  Help  Teams  Focus   4.  Near  Future  Innova,on  for  Proposal  Teams     Key  Points  in  Sec:on  3.0     3.1    Importance  of  visually  displaying  informa,on   3.2    Define  scorecards  and  dashboards   3.2    Sample  Proposal  Readiness  Dashboard   Benefit:  Focus  on  winnable  bids  and  avoid  bad  deals     39  
  • 40. “What  you  do  not  measure,  you  cannot  control.”     “What  gets  measured,  gets  done.”                  –  Tom  Peters     40  
  • 41. Performance  Metrics   •  Scorecard   Displays  a  collec,on  of  Key  Performance  Indicators   (KPIs)  together  with  performance  targets  for  each  KPI   •  Dashboard   Container  for  a  related  group  of  scorecards  and  reports   compressed  into  a  single  view   •  Balanced  Scorecard   Aligns  organiza,on  to  the  strategy  and  measures   execu,on   41  
  • 42. Proposal  Readiness  Dashboard   Microso[  Excel  Solu(on   42  
  • 43. Proposal  Readiness  Dashboard   •  Descrip:on  –  Part  1   –  Project  Name   –  Customer  Name   –  Contract  History   –  Iden,fier  Number   –  Last  Updates   •  Database  (Account  Owner)   •  Dashboard  (Assigned  Proposal   Manager)   –  Team  Leadership   •  Proposal  Manager   •  Business  Developer   •  Capture  Manager   •  Principle   •  Program  Manager   Microso[  Excel  Solu(on   43  
  • 44. Proposal  Readiness  Dashboard   •  Descrip:on  –  Part  2   –  Stage   –  Total  Value   –  Company  Value   –  Name  of  Prime  Contractor   –  Proposal  By   –  RFP  Date   –  Day  Remaining  to  RFP  Date   –  B&P  Es,mated  Cost   –  B&P  Requested  Amount   –  Schedule   •  Step  Reviews  1-­‐3   •  Scheduled  Solu,on   Development  Workshop   •  Award   •  Project  Start   –  Comments  (Account  Owner)   Microso[  Excel  Solu(on   44  
  • 45. Proposal  Readiness  Dashboard   •  Feedback  Loop     (Proposal  Manager)   –  Proposal  Readiness   •  Capture  Plan  Created   •  Developed  Win  Strategy   •  Past  Performance  Iden,fied   •  Key  Personnel  Iden,fied   •  Non-­‐Disclosure  Agreement   (NDAs)  &                                        Teaming   Agreements  (TAs)   •  DraW  Execu,ve  Summary   •  Solu,on   –  Ac,on  Items   Microso[  Excel  Solu(on   45  
  • 46. The  Good  News   •  Winning  good  bids   •  Avoiding  bad  contracts   •  Solu,on  is  evolving   Near  Real  Time   Microso[  Excel  Solu(on   46  
  • 47. Remaining  Challenge   •  Time  &  Distance   Microso[  Excel  Solu(on   47  
  • 48. Cau(on  –  Powerful  Informa(on     Microso[  Excel  Solu(on   48  
  • 50. Ford  Bold  Moves  Campaign  2006   Source:  New  York  Times  Online  Edi,on,  September,  2006       50  
  • 51. Presenta(on  Sec(ons   1.  Informa,on  Overload   2.  Understanding  Balance  in  The  Art  of  War   3.  How  Visual  Displays  Help  Teams  Focus   4.  Near  Future  Innova,on  for  Proposal  Teams     Key  Points  in  Sec:on  4.0     2.1    Disrup,ve  innova,on   2.2    Massive  paradigm  shiW  currently  underway   2.2    Balanced  Scorecard  prototype  for  proposals   Benefit:  Envision  and  share  innova,on  for  proposals   51  
  • 52. Perspec(ve  Helps   1644   Qing  Dynasty  isola(onism  takes  form     1787   USA   John  Fitch  builds  the  first  steamboat  in  the   1839   First  Opium  iWar,  followed  by  Second   Opium  War   n  1856   1864   China  builds  its  first  single-­‐cylinder   steamboat     1868   China  woestern  andapts  off-­‐the-­‐shelf  equipment   from   penly   a(ons   Sources:  Selected  notes  from:  “Discovering  Steam  Power  in  China,  1840s-­‐1860s,.”  H-­‐C  Wang,  Technology  and  Culture,  Vol.  51,  No.  1,  January   2010,  pp.  31-­‐54;  “They  Made  America:  From  the  Steam  Engine  to  the  Search  Engine:  Two  Centuries  of  Innovators,”  by  Sir  Harold  Evans,  Lille,   Brown  and  Company,  October  2004;  “They  Made  America  Video  Series,”  Produced  by  WGBH  History  Unit,  ©  2004  WGBH     52  
  • 53. The  Clear  and  Present  Danger   •  2  Years   Cycle  ,me  for  enemy  to  take   advantage  of  commercial  “off-­‐ the-­‐shelf”  technology   •  10  Years   Cycle  ,me  U.S.  manages   technology  programs  of  record   •  War  erupts  prior  to  fielding   best  technology  available   •  Poten,ally,  the  enemy  can   field  beler  technology  at   any  given  point  in  ,me   Source:  Use  with  permission  of  Kevin  Cogan,  US  Army  War  College    
  • 54. What’s  Happening  Now   Source:    Federal  Procurement  Data  System,  www.fpds.gov   54  
  • 55. What’s  Happening  Now  for  the  Future   Source:  US  R&D  Dashboard,  www.rd-­‐dashboard.nitrd.gov   55  
  • 56. Measuring  Time  &  Distance   Time  &   Distance   Northern  USA   Western  USA   Eastern  USA   Southern  USA   The  Elec:on  Will  Be  Tweeted  (and  Retweeted)   New  York  Times  Online  Edi,on   hlp://www.ny,mes.com/interac,ve/us/poli,cs/2010-­‐twiler-­‐candidates.html   56  
  • 57. Rela(onships  in  Context   NNDB  MAPPER  Corporate  Power  Nexus,  June  16,  2008   57  
  • 60. What’s  Driving  Stream  Compu(ng   •  World  is  being  instrumented   •  Early  use  cases  proven  successful   •  New  tools  are  emerging   •  Complementary  technologies     •  IBM’s  exper,se   Source:  hlp://mervadrian.wordpress.com/2009/05/22/infosphere-­‐streams-­‐is-­‐a-­‐game-­‐changer/     60  
  • 61. Vision  for  Future  Proposal  So[ware     Ingredients  for  Innova:on   •  Make  lots  of  mistakes   •  Intensive  study  of  those  mistakes   •  Share  knowledge  gained  by  studying  problems     •  Mo,va,on  and  will  to  shiW  paradigm   61  
  • 62. Increase  Interac(on  &  Collabora(on   •  Horizontal  Management  –   collabora,on  between  individuals   who  have  equal  authority   –  Delibera,ve  crea,ve  thinking   outside  the  box  when  ,me  is   abundant   •  Ver,cal  Management  –  mul,ple   levels  of  decision  makers   –  Extensive  level  of  skill  during   compressed  ,me   –  Malcolm  Gladwell’s   “Outliers”  (10,000  hours)   62  
  • 63. Thinking  Horizontally  &  Ver(cally   A  very  compressed  example   63  
  • 64. USAirways  Flight  1549   •  First  officer  spent  first  30-­‐40  seconds  (16%)  of  emergency  on   checklists  to  relight  engines  (Horizontal  Management)   –  Checklist  designed  for  use  at  al,tudes  over  20,000  feet   –  AircraW  emergency  occurred  at  3,200  feet   •  Pilot  skill  and  decisive  ac,on  overcame  absence  of  established   procedures  for  specific  situa,on  (Ver:cal  Management)   Airbus  A320  Airspeed  Scale     Green  Dot:  Represents  the  speed  at  which  the  aircraW  must  travel  to  obtain   the  best  liW  over  drag  ra,o,  allowing  maximum  range  for  glided  flight     VLS:  Lowest  selectable  speed  at  which  the  aircraW  can  travel  while  s,ll   genera,ng  liW     α-­‐protec:on:  Prevents  the  aircraW  from  stalling,  but  only  ac,vates  when  the   aircraW  is  flying  under  Normal  Law     64  
  • 65. 65  
  • 67. Ver(cal  Management   Business  Development   Without  feedback  loop:   •  Minimum  innova,on   Capture  Management   •  Problems  cascade   •  Risks  for  failure  increase   Proposal  Management   Pricing   Produc,on   Only  Firm   Proposal  Submission   Deadline   Time   67  
  • 68. Horizontal  Business  Development   Business   Capture     Program   Proposal   Pricing   Development   Management   Management   Management   Proposal   Compe::ve   Teaming   Capture   Technical   Staffing   Basis  of   Solu:on   Management   Analysis   Agreements   Plan   Solu:on   Model   Es:mate   Graphics   Plan  
  • 69. Horizontal  &  Ver(cal  Management   Horizontal   Business   Capture     Program   Proposal   Pricing   Development   Management   Management   Management   Ver:cal   Proposal  Development   Proposal  Produc,on   Proposal  Submission   69  
  • 70. Balanced  Scorecard   •  Mobilize  Change  through  Leadership   •  Aligns  the  Organiza,on  to  the  Strategy   •  Strategy  Becomes  Everyone’s  Job   •  Cyclical  Process   •  Reduces  risk  of  failure  and  improves  chances  for   success   70  
  • 71. Before-­‐Heaven  Baqua  (Circa  3000  B.C.)   Balanced  scorecards  have  actually  been  around  for  a  very  long  (me.   71  
  • 72. ! 72  
  • 73. ! ! 73  
  • 74. Flip   Informa,on   Source:  Shipley  Associates  Proposal  Guide  for  Business  Development  and  Sales  Professionals,  www.shipleywins.com       74  
  • 77. Task  1   Task  96   77  
  • 78.     Governmen   Graphic   Execu:ve   Business   Capture   Program   Proposal   Pricing   Contrac:ng   SME   Technical   Produc:o t  Affairs   Principal   Ar:st   Officer   Developer   Manager   Manager   Manager   Manager   Manager   1   Writer   n   1   1   1   1   2   1   1   1   1   1   1   1   1   2   2   2   2   3   2   2   2   2   2   2   2   2   3   3   3   3   4   3   3   3   3   3   3   3   3   4   4   4   4   5   4   4   4   4   4   4   4   4   5   5   5   5   6   5   5   5   5   5   5   5   5   6   6   6   6   7   6   6   6   6   6   6   6   6   7   7   7   7   8   7   7   7   7   7   7   7   7   8   8   8   8   9   8   8   8   8   8   8   8   8   9   9   9   9   10   9   9   9   9   9   9   9   9   10   10   10   10   10   10   10   10   10   10   10   10   78  
  • 79. “First  Things  First!”         Earliest  Deadline  First     (EDF)  Scheduler     Source:  Earliest  Deadline  First,     www.wikipedia.org     SME     Governmen Principal   Graphic   Execu:ve   Business   Capture   Program   Proposal   Pricing   Contrac:ng   1   SME   Technical   Produc:o   t  Governmen Affairs   Ar:st   Graphic   Officer   Execu:ve   Developer   Manager   1   Principal  Manager   Manager   Manager   Business   Capture   Program   Proposal   Pricing   Manager   Contrac:ng   1   Writer   Technical   n   Produc:o t  Affairs   SME   Ar:st   1   Developer   Manager   1   Principal  Manager   Manager   Manager   Manager   2   Officer   1   Execu:ve   Business   Capture   Program   Proposal   Writer   1   n   SME   Technical   2   1   Officer   1   1   Developer   Manager   Principal  Manager   Manager   1   1   1   1   3   2   1   1   Writer   1   Execu:ve   2   1   Capture   3   2   1   Program   Proposal   1   2   2   1   3   2   2   1   Officer   3   2   2   1   2   1   Manager   1   2   1   4   3   2   2   1   Manager   Manager   2   1   Proposal   2   1   4   2   1   3   2   3   2   1   1   1   1   1   4   3   2   1   3   2   3   3   2   3   2   2   3   2   3   2   3  Manager   3   2   2   5   3   2   3   4   5   4   3   4   4   3   3   2   1   3   2   3   2   1   3   2   1   2   1   3   3   5   4   3   3   2   4   4   4   4   4   3   4   4   6   4   4   5   4   5   4   3   5   5   4   6   3   2   3   3   2   4   3   2   3   2   1   4   4   6   5   4   3   5   4   5   4   5   4   5   5   4   5   5   7   5   4   6   5   6   5   4   6   5   6   5   7   4   3   4   4   3   5   4   3   4   3   2   5   5   7   6   5   4   6   5   6   5   6   5   6   6   5   6   6   8   6   5   7   6   7   6   5   7   6   7   6   8   5   4   5   5   4   6   5   4   5   4   3   6   6   8   7   6   5   7   6   7   6   7   6   7   7   6   7   7   9   7   6   8   7   8   7   6   8   7   8   7   9   6   5   6   6   5   7   6   5   6   5   4   7   7   9   8   7   6   8   7   8   7   8   7   8   8   7   8   8   10   8   7   9   8   9   8   7   9   8   9   8   10   7   6   7   7   6   8   7   6   7   6   5   8   8   10   9   8   7   9   8   9   8   9   8   9   9   8   9   9   9   8   10   9   10   9   8   10   9   10   9   8   7   8   8   7   9   8   7   8   6   7   10   9   9   10   9   8   9   9   9   9   9   10   10   10   10   10   9   10   10   10   10   10   10   9   8   9   9   8   10   9   8   9   8   7   10   10   10   9   10   10   10   10   10   10   10   9   10   10   9   10   9   10   9   8   10   10   10   10   10   9   10   79  
  • 80. What’s  Your  Decision  Making  Process?   •  Are  data  empirical?     •  Are  issues  defined  and  decisions  executed?   •  Does  your  process  enable  contributors?   •  Are  resources  for  your  proposal  process   balanced?   •  How  does  this  process  work  across  mul,ple   opportuni,es?   •  How  quickly  does  your  process  acknowledge,   implement,  and  reward  innova,on?   80