WINNING BUSINESS with tenders WAYNE DIGNAM MANAGING DIRECTOR.
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Transcript of WINNING BUSINESS with tenders WAYNE DIGNAM MANAGING DIRECTOR.
WINNING BUSINESS
with tenders
WAYNE DIGNAM
MANAGING DIRECTOR
2Winning Your Bids
AGENDATRENDS1
2
3
4
5 OPPORTUNITIES
JOINT BIDDING
BEST PRACTICE
BID WRITING
3Winning Your Bids 3
Tender Team How do we bring business to our clients?
Live tender support
Bid process development
Develop written content
Evaluate previous tenders
Bidding since 2005
4Winning Your Bids
What would you like?
To be better at influencing and motivating others to give you
business
5Winning Your Bids
Strategy
Mixing marketing and pitching with
tenders
Find the right opportunities and partners
Develop your portfolio
Be smart with winning tenders
6Winning Your Bids
Current trends
» OGP Frameworks
» Well trained less buyers
» Sophisticated marking
» Data on suppliers
» New EU Directives
» More spending
» Joint bids
» Etenders
» Circular 10/14
7Winning Your Bids
What a buyer wants
Cost vs Risk vs Benefit
Criteria with highest ratings
Multiple buyers on panels
Kept out of trouble
8Winning Your Bids
Framework
Specialists
Turnover
Have a lead
Mediation
Decide quickly
Joint Bidding
9Winning Your Bids 9
Joint Bidding
Invest time in finding out about potential
partners
Seek references Be ruthless with the award criteria
Have an agreement Mediator if required Legal certainty
10Winning Your Bids
Joint Bidding
Sign an NDA
Follow ITT format
Sign an agreement
Exclusivity
Define prime contractor
Liability and risks
11Winning Your Bids
Benefits
Added Value to a buyer
Less risk to buyer and bidders
Value to each bidder
Less risk for bigger contracts
Improved method of working
Cover geographic requirements
12Winning Your Bids
Best Practice
13Winning Your Bids 13
Opportunity qualification•V
ery critical step in the sales process
•Considerations• Cost of submitting a tender
• Resources to prepare response
• Impact on day to day business activities
• Opportunity alignment with business strategy
• Ability to deliver the business
• Quantify win probability
•Not just a once off activity
14Winning Your Bids 14
Qualification – areas to examine
•Customer environment and landscape
•Competition
•Solution you are offering
•Commercial and legal considerations
•Understand why you will win
Have you a strategy to win?Have you a strategy to win?
15Winning Your Bids 15
Customer landscape•C
ustomer organisation structure
•Understanding the decision process
•Who are the decision makers?
•Have you relationships with the right people at the right levels?
•Is there an approved budget for the project?
16Winning Your Bids 16
Competition
•Who are the key competitors?
•What is their status with the customer compared to yours – existing suppliers?
•Competitor relationships in the customer organisation
•Competitor strengths – that differentiate them
•Competitor weaknesses – that need to be addressed
17Winning Your Bids
Outline Bid Plan
Task Owner Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day 10 Day 11 Day 12 Day 13 Day 14
Kick-Off Meeting All
Prepare Proposal Template Design
Prepare CV Template BM/Design
Prepare Case Study Template BM/Design
Issue CV & Case Study Templates BM
Prepare Methodology Design/PM
Prepare Mobilisation Plan Design/PM
Prepare Project Management Plan Design/PM
Draft Project Management Section Technical Writer
Prepare Schedule of Fees Team Lead
Gather CVs & Case Studies BM
Write Remaining Content Technical Writer/BM
Write Executive Summary Team Lead/BM
Collate and edit Design/BM
Proof All
Final Edits BM/Design
Proof All
Page Turn, Print & Bind BM/Design
Submit proposal Bid Manager
18Winning Your Bids 18
The RFT documentation•R
ead it thoroughly and understand it•A
sk clarifying questions early for anything that is not clear
•Particularly note:• Deadlines for various activities
• Dates for any briefing meetings/ information sessions
• Evaluation criteria – pass/fail and scoring
• Any room for negotiation on contract terms
• Format of response if stipulated
• What has to be submitted
19Winning Your Bids 19
Structure and content of the response
•Document your understanding of the customer’s requirements• Key objectives for the project
• Obstacles that need to be overcome for success
•Describe your solution• Focus on how the solution meets the customer’s
business needs
• Demonstrate that your solution is low risk
20Winning Your Bids 20
Structure and content of the response•D
elivery team almost always required:• Be clear on the roles of each individual
• Prepare consistent CVs
• Make the CV relevant to this project
•Be clear about how service delivery will be managed and governed
•Ensure your text answers the questions being asked concisely
•Be consistent with similar information in different response sections
21Winning Your Bids 21
Pricing•P
repare pricing as early as possible – not a last minute task•U
nderstand minimum margins required by the business•R
eview risk log and factor in any contingencies into the model
•Use your wider organisation in negotiations with your suppliers and partners
•Provide pricing information in the format that is stipulated in the RFT
22Winning Your Bids 22
Submitting winning tenders•Q
ualify carefully and only respond to qualified opportunities• Have you engaged with the customer before the tender
was issued?• Do you really understand the customer’s requirements?
•Submit quality documents• Well structured as per instructions• Answer all questions concisely• Drive home the key sales messages that give advantage
•Price keenly for success
23Winning Your Bids 23
Opportunities
Meet the buyer events
Below threshold contracts
Private Sector Tenders
Framework Agreements
EU Funded Programmes
Joint Bids
24Winning Your Bids
Toolkit and next steps
Ask Questions•Meet buyers before tenders are advertised•Don’t be afraid to ask the obvious•Formalise the fact finding
Listen Carefully•Listen for needs•Everything they say is important to them, however trivial•Convince you are the right partner
Consult Widely•Seek input and guidance from as many stakeholders as possible•Enterprise Ireland, InterTade Ireland, CIF, Chambers Ireland, IBEC, SFA, ISME.