kpmg全套内部培训教程6.ppt

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1、Creating Effective ProposalsProposal ProcessC O N S U L T I N G管理资源吧（），提供海量管理资料免费下载！C O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！The Proposal ItselfFollowing the processPlanning,planning,planningC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！The RFP:Obtaining Your CopyProposal Co

2、ordinator-assigned by Partner,copying responsibilityRecipients:PartnerProposal ManagerBDM(s)Support staffWritersLegal Counsel(if appropriate)Always keep extra copies on-handC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！What to Do When There is No RFPRefer to the Opportunity Fact Sheet(OFS)

3、filled out by the KPMG Partner/BDM/Sr.Manager Contains much of the information found in an RFPServes as the RFP for the proposalAnalyze the Business Opportunity outlined in the OFS just as you would an RFPIs there a compelling reason to bid?Rely on the KPMG contacts knowledge about the client,the op

4、portunity,and the competitionC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Organizing the Proposal ResponseC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Proposal Roles/ResponsibilitiesPartnerWorks with BDM/Sales Lead to validate client needs;identifies and assigns proposal team r

5、esources;approves proposed KPMG approach and final pricing;reviews proposal prior to production;signs proposal.Proposal ManagerDay-to-day management of the proposal team,sections,and production;sets schedule and delegates assignments;ensures punctual completion of proposal tasks and overall proposal

6、 quality;owns the proposal creation process;works with Partner to create themes.Proposal CoordinatorCopies and distributes RFP/OFS;creates and enforces proposal calendar;manages version control for all sections;helps coordinate production/delivery effort.C O N S U L T I N GProposal Process管理资源吧（），提供

7、海量管理资料免费下载！Proposal Planning PiecesTypical Proposal OutlineExecutive SummaryTechnical Approach/Work Plan/Project ScheduleStaffing Qualifications/ResumesProject ManagementTeam Quals/Past Performance(project engagements)CostAssumptionsProposal Contact ListCalendar/ScheduleProduction ChecklistC O N S U

8、 L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Develop Outline with AssignmentsUse the proposal format section number of the RFP Mirror RFP section numbers/titles verbatimInclude RFP requirements and evaluation criteria numbers for writer referenceFilenameRFPSect.#sSection TitleWriterDraft DoneRevie

9、w DoneX1_exsumm1.0ExecutiveSummaryJohnsonC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Developing a Calendar/ScheduleKey events:Proposal kickoffStoryboards-section brainstorming sessionsDraft questions about RFP due to client contactFinal questions due to the clientDrafts due(Blue Team,Red

10、 Team,Final)Final manager/Partner review(s)Work plan and costing due datesFinal edit and formatting(together if possible)Production(print,proof master,copy,assemble,and ship!)Proposal delivery timeOther RFP dates such as orals and contract awardAny scheduled absences/vacations of team membersDevelop

11、ing Tip:Back up from final due date for each activity.C O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Proposal KickoffStresses importance and purpose of deal-Partner,Proposal Manager,and BDMIntroduces calendar/scheduleWin themes and discriminatorsAssigns roles and responsibilitiesGuidelines

12、to writersQuestion submission proceduresTechnical/business solution overviewResponse assumptionsCompetition-other biddersC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Proposal Theme DefinitionsA recurring thoughtA point of emphasisAn advantageA discriminatorAn undeniable truthA unique feat

13、ureA compelling pointA competitors disadvantageC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Why We Need ThemesPicture the mindset of the customer:I dont know who KPMG isI dont know KPMGs capabilitiesI dont know KPMGs related/relevant experienceI dont know your past performanceI dont know

14、your technical approachI dont know your management styleI dont know what youre sellingC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Proposal Theme ExamplesGood Theme:“KPMG has been serving the higher education community for over 25 years.Our practitioners average 10 years of experience,and

15、 were either groomed in higher education or have consulted in this market for several years.”Bad Theme:“KPMG is unquestionably the best of the Big Five companies.”C O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！First Draft(Blue Team)ReviewCheckpoint for Partner/BDM/Proposal Manager Limited t

16、o proposal contributors onlyDraft should be complete,but can be rough in spotsFocus on identifying serious weaknesses and inconsistencies,and on RFP-compliancenot a time for line editingUsually occurs 3-5 days before Red TeamBe constructiveno finger-pointing,defensive rebuttals,or whiningEmphasis on

17、 preparing a solid Red Team draftC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Red Team ReviewGenerally limited to non-authors,senior staff membersincludes representatives from both prime and subsDraft should resemble the proposal as it will be deliveredRed Teams job is to be critical and

18、to find faultexpect it;dont argue;dont get angry or defensiveProposal should be scored to show strengths/weaknessesReviewers should make specific and constructive comments Red Team debrief should occur 3-5 days before due datePost-Red Team debrief-new assignments are madeoften reduces size of propos

19、al teamC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Final Mgmt.(Gold Team)ReviewFinal pre-production reviewGenerally involves Partner,BDM,Proposal Manager2nd Partner review required for bids of$500K and upLast opportunity to verify scope,themes,messageFinal validation of compliance,comple

20、teness,and accuracyProposal Manager has province over all final changesC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Final EditAssigned by Proposal Coordinatorinclude second reviewer,if necessaryConsistency-some things to look for:Project nameAcronyms(spelled out once at the beginning?)Ter

21、minology(does it match the RFP,if applicable?)PlacesCustomer nameInternal KPMG groups and divisionsFormat of resumes and qualificationsBulletsHeaders and footersC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Looks Arent Everything,but.Pick out a few pages to“colorize”Develop/print Executive

22、 Summary in colorDevelop an interesting and thematic cover(use client-specific graphics,concepts)Use binders,card stock,pre-printed tabsC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Production PlanningProp.Manager assigns repro responsibilityPlan in advanceBook a central production room ea

23、rly onSet aside time for a final quality check of your reproduction masterUse a high-quality binderPackage Cost Volume separately,if allowedAllow plenty of time,even if outside sourceIt will take longer than you thinkC O N S U L T I N GProposal Process管理资源吧（），提供海量管理资料免费下载！Any Questions?Carl RosenblattBDST Manager,Public ServicesTysons Tower703 747-6508