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Proposal Strategy and Planning

Home SolutionsThe Winning ProposalProposal Strategy and Planning

Win Rate?

If your win rate is consistently less than one in three then, depending on your market, there may be something fundamentally wrong with the way in which you are bidding.

Now, the problem could still be relatively easy to solve … are you just bidding for too many opportunities or pursuing opportunities that you are never realistically going to win because there are far stronger providers out there than you?

But how are you going to choose the best opportunities with the highest chance of winning? Or is a more far-reaching solution required to eliminate endemic blockers to bid success?

Strategy and Planning

Quantum can help set your proposal strategy and create plans for future proposal success via services which include:

      • Proposal Review and Benchmarking
      • Value Proposition definition
      • Supporting Collateral creation
      • Process Definition and Optimisation
      • Content library creation
      • Sales Process and Alignment
      • Bid Qualification Tools
      • Live Bid Support
      • Training, Coaching and Workshops

Proposal Review and Benchmarking

Honestly, how good are your proposals … and how can you know for certain where your proposals sit on the excellence spectrum?

We always encourage Bid Teams to get as much feedback as possible from the prospect at the end of the bid cycle when you have lost a bid as well as when you have actually won.

However, even where you are able to solicit feedback it can often be both shallow and noncommittal, meaning that there is very little that you can use to build a practical action plan to get better next time.

Quantum brings objectivity and experience to assessing bids, allowing us to rigorously assess the quality of your current and past tender documents.

In some cases we can assess the relative merits of your bids against those developed by other organisations (where available, with confidentiality absolutely assured). This is proposal benchmarking.

There is no reason for us to hold back and, arguably, being rather direct and somewhat blunt leads to the best and fastest improvements in your proposals.

Value Proposition and Win Themes

Win Themes are not just the same as your VP. Win Themes are bid-specific.

If your competitors in a tender situation share many of the elements of your Value Proposition it isn’t particularly sensible to bang on in your bid about those things that your competitors will also be writing about.

Much better to find your true differentiators and highlight these in your bid as your key Win Themes.

But only too often the underpinning Value Proposition itself isn’t strong enough.

And since Win Themes often spring from the Value Proposition, a flabby VP leads to weak Win Themes which, in turn, means poor, uncompelling bids.

In our Value Proposition workshop we work with your people to get under the bonnet of your offer from the perspective of the prospect (i.e. come to a clear understanding of what your prospective clients truly value). A stronger VP consequently underpins stronger future proposals.

Download the Brochure (PDF)

“Duncan Cranmer [of Quantum] has had a major impact on the quality of the proposals submitted to clients and our final presentations, as well as helping define and improve our internal systems and processes.”

CEO, Healthcare, Watford

Supporting Collateral

More formal procurement processes may demand that relevant supporting materials be provided in parallel to the main answers supplied in the tender (frequently as separate PDF attachments).

When under duress it can be so tempting to provide a standard product brochure or a few slides from a recent sales presentation.

And whilst we do understand this temptation, consider this:

How impressed will your prospect be if, instead, they are reviewing supporting collateral with their own logo in there addressing topics that are relevant to them, and only relevant topics?

In other words, how might your audience feel about receiving supporting collateral that is just for them and just right for them?

Equipping yourself with tailored collateral that clearly and directly appeals to your current audience and scorers is a wonderful point of differentiation.

Process Definition and Optimisation

We have yet to have a client who admits that they don’t have a bid process, but we have been party to plenty of really flaky processes, many of which have never been documented, so they are really difficult to scrutinise and therefore improve.

Our start point is this:

If the proposal process isn’t clearly documented and open to review then you are very unlikely to have a process in place that is fit for purpose.

Quantum’s workshops bring together key personnel to agree and shape the right bid process for you, whether that means starting from scratch or improving what is already in place.

“These guys bring real rigour to developing top class, high value proposals. Working truly as part of our own team they have set the project plan and assisted in the definition of, and adherence to, the right process for the job in hand. The results have been outstanding.”

CEO, Healthcare, Manchester

Download the Brochure (PDF)

Content Library

“Ermm, I’m sure we’ve seen this question before, and we’ve already answered this … but for the life of me I can’t remember which bid it was”.

Does this sound familiar?

If so, the core Bid Team and domain experts contributing to your bids are probably having to spend time at vital moments looking for proposal content that has already been generated in the past.

And then, when you find something that looks pretty good, is it actually the best content for the particular question that you are now being asked?

Issues like version control, following approved sign-off protocols and rapid content search are rarely issues that set the pulse racing!

But if these types of issues are not addressed head on too much energy is wasted on searching and reinventing the wheel – energy that should be going into making your current bid special and better than everyone else’s.

We know about proven protocols and Content Management Systems (CMS) – from the rudimentary (fast to implement) to the sophisticated and slick – that can make the life of the bidder much, much easier.

Sales Process and Playbooks

One of the hottest topics right now is Sales and Marketing alignment, with most commentators agreeing that any organisation’s ability to generate new revenues is maximised when the Sales and Marketing functions are properly aligned to work well together.

Sales-Playbook-ProcessWhere does your Bid Process fit? Is Bidding ultimately the responsibility of Sales? Or what about Marketing? Both? Perhaps another department entirely?

The most effective and successful bids are undertaken by Bid Teams working to a clear bid process within the broader context of the Sales Process and Sales Plan.

Such considerations might appear somewhat esoteric when you are focused on getting the next bid out of the door on time, but an inability to see the bigger business picture may be hampering business success. Which is why we help clients refine their sales process to fully align with their bid process and its resource requirements.

Visual, interactive playbooks can really bring this alive for Bid Managers and Writers and secure their on-going commitment to follow the steps essential for superior win rates.

Qualification Tools

Working on proposals can sometimes make Bid Team members feel like headless chickens as they stumble from one bid to the next with reduced energy and rising sick leave rates serving as a pretty accurate barometer of the health of the team and – indirectly – the likely quality of your proposals.

Whisper it quietly – because some people will hate hearing this – but submitting fewer bids to a higher level of quality is associated with higher win rates and better, more profitable business.

This, however, assumes that you know how to select the right bids to go for and the right ones to avoid. And this is the rub. How on earth can you make such big calls accurately 100% of the time, especially when you’ve got the Sales Director or the CEO telling you to get as many proposals out there as you can physically (and mentally!?) handle?

If this dilemma is one you recognise what you may need is an intelligent qualification matrix tool that everyone buys into …

… including your Sales Director, Managing Director and CEO; a new qualification tool that can be trusted to arrive at correct Bid / No Bid decisions and which ranks the relative attractiveness of the bids you want to proceed with.

Our qualification tool helps you to allocate your precious bid resources in the very best way for your company.

Live Bid Support and Training

Best-in-class Bid Teams have clear strategies, plans and processes in place with a well-tamed beast ready for action in their competitive marketplace. There’s every chance that you already know that you’ve got to sort out your strategy and processes, but you don’t have the time right now to fix these things … there’s a live bid that has to be pulled together first.

If this is the situation that you find yourself in right now then your immediate need is best addressed by our Live Bid Support is perfect for getting though short-term situations when you may not be otherwise able to cope.

Longer term, however, our Training, Coaching and Workshops facilitate the transference of our expert skills to your own people, empowering you to enjoy sustainable improved win rates into the future.

Download the Brochure (PDF)

“[Quantum] enabled Castleoak to formalise a structured process. His [Quantum director’s] facilitated workshops worked well, encouraged positive collaboration and achieved a swift outcome. This groundwork enabled us to improve and formalise the process. Everything was swift, professional and got senior colleagues on the same page quickly.”

Head of Marketing, Construction, Cardiff

Download the Brochure (PDF)

The Winning Proposal

  • Live Bid Support
  • Proposal Strategy and Planning
  • Proposal Training, Consulting and Workshops

Solutions

  • Killer Sales Presentations
  • The Winning Proposal
  • Superior Sales Performance
  • Promote your Solutions

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Testimonials

  • [They’ve had] a major impact on the quality of the proposals submitted to clients and our final presentations, as well as helping define and improve our internal systems and processes.

    CEO
    Harmoni (Healthcare Provider)
  • These guys bring real rigour to developing top class, high value proposals … the results have been outstanding.

    Chief Executive Officer
    GTD Healthcare
  • I am always impressed by his [Quantum Director’s] dedication to the client, eye for detail and his innovative ways of thinking. It’s great to have him on board!

    Managing Director
    Design Agency
  • A really strong presentation was going to be essential …  [they] … created a version that was visually very impressive … and thoroughly engaging for the audience … a job well done!

    EMEA Project Director
    Canon
  • I gained a tremendous amount from the workshop on how to structure and present

    Business Engagement Manager
    Major bank
  • [Quantum’s  director] is a strategic thinker and skilled facilitator … quick on his feet and able to command an audience. Highly professional and easy to work with … an asset to any organisation and someone I highly recommend.

    EMEIA Service Quality Lead
    Top 4 Consulting Firm
  • The sales proposals and presentations that they developed with us were outstanding … their role in delivering key sales wins in London and in the South West was absolutely invaluable

    Chief Commercial Strategy and Marketing Officer
    Health Tech
  • [They undertook] a root and branch review of our sales function and recommend key improvements …  [plus] honed our sales messages and developed a new corporate sales presentation … throughout [we were] impressed [by their] … thoughtfulness, professionalism and dedication.

    Group Marketing Director
    Healthcare
  • In six weeks Quantum helped grow our funnel by £65m, £31m of which became closed business within four months – a fantastic achievement!

    Strategy and Marketing Director
    Care UK (Healthcare Provider)
  • [They have] the ability to take complex ideas and simplify them – so that the audience quickly understands the benefits they will get from us.

    Programme Director and Bid Controller
    UK Health Tech
  • I just closed one out of my two sales deals that we discussed on the course … I am very grateful for all I have learned … thank you from Switzerland.

    Sales Executive
    Global Fin Tech

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