Sunday, May 17, 2015

How to Prepare for a Presentation in a Competitive Bid Process:

There are many great rules, guidelines and best practices within each organization, unless you have a single product or service it is difficult to have just one template that fits all scenario's.

1. Stakeholders
One of the key aspects of the preparation is to identify the stakeholders, a general template here could be that of an off the shelf influential roles and their concerns, because it is these concerns that are at the root of the requirements called out in a RFP, to tailor them to the situation is key.

2. Creating Vantage Points
Few simple definitions to start with: 
A "View" is what you see, 
A "View point" is where you are looking from and 
A "Vantage Point" is a perspective that determines what you see.

It is important to recognize stakeholders have different views, an executive strategic interests are different from an operations day to day tactical view, they will require two different view points  despite the overlap and alignment with organization objectives.

Vendors must create different views of the solution, that which are more meaningful, that which can be communicated and that which can be easily understood by the specific stakeholders, so they can verify that the system will address their concerns.

An organization must create a library of such view points that can be tailored to specific pursuit requirements on the go.

3. Recommended Steps
  • Refer to existing library of view points
  • Select key stakeholders who will be participating in the oral presentation
  • Analyze their concerns and document them (seek alignment)
  • Select appropriate view points 
  • Generate views of the system using the selected viewpoints as templates.
Do let me know if you find this article useful.

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