The
Seven Deadly Proposal Sins
Most
of us have at
least heard of the Seven Deadly Sins -- pride, envy, gluttony, lust,
anger, greed, and sloth. There are also sins related to proposal
preparation and submittal, and committing those weakens your proposal
and reduces your opportunity to compete well, much less win:
- Vagueness
-- If you use a statement such
as "we have one of the lowest employee turnover rates in our industry"
without following that statement with the documented turnover rates for
your industry and the documented turnover rates of your company, you're
being vague. If you write or say something such as "we implement proven
time-saving methods" without specifying what those methods are or
providing examples of the methods you have implemented on similar
projects, you're being vague. Anyone can make a claim -- it's facts and
details that catch an evaluator's eyes.
- Fluff
-- Similar to vagueness is the
sin of fluff - phrases such as "Mr. Franks is the best candidate for
the key position." Is he, really? Unless you have interviewed every
single eligible person worldwide who could possibly fulfill the
position, it is a meaningless statement, as "best" means there is none
better who is equally or similarly qualified. And should Mr. Franks
ever be unavailable to fulfill the position, are you going to suggest
that your customer settle for second best? A more useful and truthful
statement would be based on fact, not fluff, such as, "Mr. Franks
brings over 20 years of experience in managing projects equal to or
larger than the proposed project. He is a certified Civil Engineer."
Leave the fluff on Madison Avenue with the PR and advertising
executives - provide your proposal team with bona fide facts to include
in the proposal.
- Framelessness
-- The requirements set forth
in the proposal instructions and evaluation factors represent the
framework of the proposal. Instructions generally specify not only the
content - the items/data that the evaluators consider most relevant to
them for the particular procurement - but also the order in which the
items are to be presented. Instructions may also include such specifics
as formatting requirements (margins, font size, font type, line
spacing), page limits, specifying double- or single-sided printing,
requiring submittal on recycled paper, et al. Ignore these at your
peril. Submitting a proposal with a framework other than that specified
by the evaluators risks insulting them and having your proposal
withdrawn from evaluation/competition due to non-compliance.
- Bluster
-- Such statements as "We are
your best choice" or "You should select us because…" not
only have the aura of Madison Avenue hard-sell fluff, but also border
on the verge of bullying. Don't tell the evaluators what they should do
- provide your proposal team with the data and details they have
requested to show and prove to them that you are the best choice for
the project.
- Blindness
- Do you turn a blind eye to
any potential problems or challenges inherent in the performance of the
project? There are potential and actual challenges, limitations,
restrictions, and frustrations associated with various aspects of every
project, both for the customer agency and the contractor. Identifying
and listing those challenges - along with their potential solutions -
reflects an in-depth understanding of and appreciation for the services
required and your customer agency. If there is not enough data
available in the solicitation and in your research of the solicitation
and customer agency for you to be able to provide specific solutions,
then reference - in detail - solutions to similar challenges you have
implemented successfully at similar projects. Recognizing the
challenges inherent in a project, along with potential solutions,
enables your proposal team to lay a coherent, relevant theme to the
proposal framework.
- Denial
-- Do you deny that your
company has ever faced any challenges? Be honest and touch on such
experiences where appropriate in the proposal and most definitely when
asked for specifically. The evaluators won't believe that you've never
faced any performance challenges. Present them honestly, but include
the lessons learned and measures implemented to prevent recurrences of
any problems, as well as methods to address future challenges
proactively.
- Omission
-- Prior to submitting your
proposal, be it an electronic submittal, a hard copy submittal, or
both, check and double-check all relevant submittal requirements for
each element of the proposal. For example, verify that all pages in
each copy of each volume are present and numbered uniquely. Make sure
the unit prices in your price proposal are accurate - if there is an
error in your calculations, the customer agency will most likely defer
to the unit price as the accurate one. Make sure that every requirement
for each volume has been addressed. Using our Proposal Checklist Before
Submitting as a basis, add in any and all submittal and formatting
requirements for the specific proposal and double-check them all prior
to submitting your proposal.
Recognizing
and
striving to avoid these seven deadly proposal sins will enable you and
your proposal team to prepare and submit more comprehensive,
competitive
proposals.
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