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Bid strategies and pre-mortems
Avoid the dreaded “if only”. Identify and fix the causes for losing — before they happen.
Why:
What could go wrong?
Ever thought a bid was yours to lose… and then ended up losing it?
That’s what can happen when you only focus on how to win and ignore why you might lose. To avoid complacency (and an unwanted surprise), you need to know what could go wrong as well as right.
Where bid strategies focus on how to win, pre-mortems focus on how to not lose. Combined, they’re incredibly powerful.
WHAT:
Bid strategies
As a bid leader you need to convince your team and organisation that you have a plan to win — what you’ll say and do to influence the customer to choose you over the competition.
Most bid strategies fall short because of knowledge gaps, or just end up sitting on the shelf. Our approach is different. We guide you to develop an actionable bid strategy in three stages:
- Plan: identify and close knowledge gaps through research and analysis
- Do: facilitate a creative workshop to define your tactics and messages
- Act: co-develop an action plan to implement the strategy.
The output gives direction and focus to your bid, paving the way for all the activities that follow.
If you’ve already got this covered, we can independently review your strategy to check it passes the ‘so-what’ and ‘why-you’ tests.
Pre-mortems
If you’ve been handed a bid to lead and been told, “don’t lose it”, then you need to know, in detail, how not to lose it. That’s where pre-mortems come in.
Only thinking about how you will win can lead to optimism bias and complacency, whereas considering why you might lose gives balance and realism, making the resulting tactics more complete.
We present your team with the ‘unthinkable’ — they’ve lost the bid and now they must work out why. We challenge them to identify the root causes and take preemptive measures to avoid them, while there’s still time.
Experience and research show pre-mortems create a space where people can be open and creative about their concerns, rather than hiding them for fear of sounding negative.
Conducting a pre-mortem at the start of each major phase of an opportunity can help you re-prioritise threats and increase your chances of success.
Results:
- A 360-degree plan for how to win and not lose.
- A stronger chance of winning by identifying and tackling threats.
- An emboldened team motivated to overcome the prospect of losing.
Bid evaluation and scoring
Don’t leave winning to chance. Score your bid before your customer does.
Why:
Highest score wins
When public sector contracts are won or lost by fine margins, you need to do what it takes to earn the highest score possible.
Months of hard work can hinge on a 1 or 2% difference in score to your nearest competitor. Don’t let that happen to you.
Engaging us as your independent critical friend will give you an impartial assessment of your proposal’s score and how to improve it, letting you submit with confidence.
What:
Evaluation and scoring
We forensically assess compliance with the tender questions and evaluation criteria to check you’re fully answering the question and achieving the highest possible scores.
As well as awarding a score, we also look for clarity of message, risk, evidence, and win themes — the ‘so what’, ‘yes but’, ‘prove it’, and ‘why you’ to ensure your proposal is joined-up and compelling.
We breakdown the evaluation criteria and provide an assessment against each element so you can see why we’ve scored you the way we have. Our approach lets you track and improve the scores as your bid develops, guiding you to submit the best quality bid you can.
Retro ‘cold eye’ reviews
Have you just received another unexpected result and want to look back at why customers gave you the feedback they did?
We carefully analyse why bids were won or lost to help you learn the lessons and win next time. We provide a balanced assessment of strengths and weaknesses in a report with observations and recommendations you can act on.
We either review individual bids or a range to pick out trends that need attention — good or bad. One of those fiddly jobs it’s hard to make time for in your business.
Results:
- Identify how your bids can be improved, leading to higher quality submissions.
- Ensure bids are evaluated based on their merits and in accordance with your customer’s evaluation criteria.
- Understand why bids are won or lost to drive continuous improvement.
Tactical support
Successfully navigate the complexities of bidding with a team of experts ready to step in and guide the way.
Why:
A team of sages by your side
Public sector bidding is complex. Knowing where to start and how best to play the game is only the beginning.
You need to adapt and respond to the latest methods, regulations and market realities with each new procurement that comes along.
We’ll help you make sure your team is ready and equipped to get ahead of the game.
What:
Bid resources
Are you qualifying out of winnable deals due to lack of resource? Are procurement delays disrupting your resource plans? Whatever the reason, sometimes you need experienced experts to bolster your bidding capacity.
We have the in-house expertise and experience to perform the role of Bid Director, Bid Manager, Bid Coordinator, and Graphic Design on live bids. We also have a little black book of excellent contract bidding experts who we know and trust to deliver our services — letting us flexibly scale to meet your resource requirements:
- Capture Managers
- Bid Directors
- Bid Managers
- Bid Coordinators
- Bid Writers/Editors
- Graphic Designers.
Talk to us about your short term or long term resource needs.
Procurement readiness
Are you about to embark on a long complex procurement and want to know how best to approach it?
We use our extensive and up-to-date knowledge of public sector and defence procurement to help prepare you for the various regulations and procedures, including competitive dialogue, frameworks, innovation partnerships — and even single source (SSRO).
We guide your team through what to expect, the nuances of each procedure, how to approach them, and what to avoid; all to give you a competitive advantage.
We’re as involved as you want us to be. Whether you need an occasional sounding board or all-in consulting, you’ll find we’re as invested as you are. And like you, we’re always responsive to changing priorities and emerging situations.
Pitch planning
Everybody loves presenting. Don’t they? Just dust down the last one you did and it’ll be fine. Won’t it?
We help teams prepare for presentations with an approach that puts customers first and slide decks last. Having an independent audience to plan and rehearse with can make all the difference.
What does the customer want to hear? What’s your ‘end in mind’? How will you make the right impact? It’s the small details that make a big difference.
Discover creative ways of presenting to make the right impression, putting you front of mind with the audience.
Learning lessons
Are lessons learned part of your bid process but rarely heeded? We think there’s a better way and it forms part of continuous improvement activity that can improve results as well as team retention.
Our service is about far more than facilitating a lessons learned workshop after a recent loss. It’s an enduring and measurable change for continuous evolution.
We hold a mirror up to identify the root causes and recurring themes for why you win or lose bids. This involves consulting with internal stakeholders, external partners, and customers to systematically gather vital insights across your bidding operations over a period of time.
Once themes are identified, we create a business case to help you make informed decisions about priorities and investments, giving you:
- A definitive understanding of why you win or lose vital contracts
- Insights-driven development decisions
- A progressive bidding capability optimised through experience that ‘uses what it learns’.
Results:
- Focussed expert guidance when you need it most.
- Troubleshoot and fix tactical issues on live bids.
- Become self-sufficient through our coaching and knowledge sharing.
Are you ready to make change?
We are. Are you?
Let’s talk – coffee is on us.