Last chance saloon

Next week I will be making a guest appearance at the third annual APMP conference in SA. All proposal and sales and new business development people eager for my autograph - oh and to "Raise your Game" - must register this week. You snooze you lose! You're in the last chance saloon...click here to book now: events@apmp.org.za. Spread the word like wild-fire by bush telegraph before it's too late.

Neil Philipson, with one 'l', is the current chair person of the Association of Proposal Management Professionals in sunny South Africa. He's SO excited about the line-up. Here I am looking over his shoulder while he shares the programme with me on his zooty ipad. Doesn't he look excited?

Other than my distinguished and humble self, there will be no less than TWO international guest speakers. Rick Harris, executive director of APMP international, will be making the keynote address. He has oodles of global business development experience. Chris Kaelin from Switzerland will be yodelling too - all about putting the sizzle back into proposals. But wait, there's more. For a copy of the programme, visit www.apmp.org.za. The conference is cheaper for members - at only slightly more than the cost of a meal for 2 with wine at a local restaurant, it's a positive steal. To check out the calibre of previous international guest speakers, click here to find out some more great reasons to become a member of the APMP: Colleen Jolly and Jon Williams promote APMP Membership at 1st APMP SA Conference.

Neil says Theresa Monoyoudis has been the key driver behind the conference. I overheard her make no less than 90 phonecalls last week to check up on members and to promote the conference. In the last few weeks she only flew off the broom handle once while knocking off all the items on the lengthy 'to do' list to make such a great conference happen. But luckily I wasn't to blame for the mishap. Close shave! And within minutes Theresa the cheer leader was her usual enthusiastic self. Go T Go!


Neil has no reason to climb the walls about the conference. But he has a day job at PDNA that makes him responsible for winning engineering projects worth billions. So there are never enough hours in a day. Since he handles it all without breaking a sweat, I decide to climb the walls for him. Or does it look as though he's encouraging me to fly off the handle? What do you think?

Room on the Broom

"Down!" cried this witch, when I flew into the underground parking at Standard Bank. I was reminded, as I entered the proposal centre, about that brilliant book Julia Donaldson wrote about me, called "Room on the Broom". It features my cat, a frog, a dog and a bird. My friends overcome a dragon by disguising themselves as a swamp creature, and "Whoosh!" we are gone.

You may be wondering what this has to do with proposals?

Sally Jacques' Favourite Book

For 2 years or more, Christian Figenschou from Standard Bank has been on the APMP committee in charge of Accreditation. Go Christian! Sally Jacques hopped onto the broom in 2012. She's been arranging the study group towards passing the Foundation exam in July. Here she is, reading the Shipley Proposal Guide, no doubt her favourite book at the moment...about a person writing a proposal about a person reading a book about a witch watching Sally.

Study Tips from Wendy
If you are one of the 25...you heard me...25 people taking the exam with Sally, then you'll be needing some tips from me.

Tip #1: Visit www.apmp.org to see why to bother.
Tip #2: Drink a lot of coffee.
Tip #3: Read the Shipley Proposal Guide at least once.
Tip #4: Drink more coffee.
Tip #5: Phone in for the last 2 of 4 study group sessions.
Tip #6: Attend the cramming session.
Tip #7: Breathe.
Tip #8: Write the exam, and whoosh! you'll be accredited.

No less than half...you heard me...4 people in the Standard Bank proposal team will be writing the exam. "Yes!" cried the witch, and "Good luck!". Here's the whole team pretending to join the study group session using Christian's phone. "Ha, Ha" said the witch.

Whoosh the Proposal was Done (with apologies to Julia Donaldson)

"I am a proposal, as green as can be. Is there room on the broom for a proposal like me?"
"Yes!" cried the witch and the proposal climbed on. The witch tapped her broomstick and whoosh! they were gone.

Over reviews and processes they flew, minding the dragons and the date it was due. "Smile!" cried the witch, and the writers all did, the cubicles waved but the other folks hid. Away from requests that make your head itch. As I flew out the door they said, "There goes our witch."  

Hakuna Matata

I spent the last few months as a silent observer in the Vodacom bid management office. While I had coffee with their team this morning, the words made famous by the Lion King came to mind: "Hakuna Matata...it means no worries." What a wonderful phrase indeed. I have decided that is now my new life motto.

This ICT procurement business is quite complicated. With all sorts of requirements from sms bundles to providing entire communication solutions for customers, the life of a bid specialist is chaos, just chaos I tell you. Although at Vodacom the chaos seemed quite organised.


Here I am, lying on my back under a proposal file, hiding while the Vodacom proposal team independently go about doing what they do best.

So what have I learnt here? Zen and the art of proposal management. Here are the top 8 ways of finding your ‘hakuna matata’:


1. Bring your jovial presence to the office before you forget you have it. Walk in singing or telling a knock knock joke.

2. Have regular coffee sessions as a team to talk about absolutely nothing in particular but everything at the same time, a conversation may come in handy at same point.

3. Always have an emergency proposal kit. Flu medicine, vitamins and shifty looking regmaakers pumped with caffeine.

4. Create a wrestling tag team, tap them in when necessary.

5. Find time to eat and drink.

6. Ask for help, you never know how many people are willing to jumpstart your car.

7. Keep true to your objectives in your life, your career. Don’t get your priorities twisted.

8. And my personal favourite; when in doubt say a spell or two! You just never know…

And there you have it. As a proposal manager, remember there are no problems just ways to deal with life. The bid specialists at Vodacom remember this. And look how relaxed they seem.

The Road to Hell

My plan to write more blogs didn't happen in 2011. And it's a bit late for new year's resolutions in March 2012, don't you think? They say the road to hell is paved with good intentions. I suppose I'm on my way there with Chris Rea. But then, as a witch, maybe that's where I was headed anyway.

I'm sure you're bursting with curiosity to know what I've been doing on my proposal journey since visiting Colleen in Washington. Well, it all began with an evil cat.

I visited Kirste Webb in the US. She planned to take me to Tennessee and Maryland . It's all a blur. One day I was watching her work, when her cat mistook me for a mouse. I soon showed him not to mess with me and my broomstick.

Kirste introduced me to Beth Wingate before the US conference of the APMP. I helped Beth to stuff bags for the conference. I made sure there were a few spiders in them.

Beth then gave me to Inas Younis from Egypt. She took me home on a magic carpet. At last I was back in Jozie, after 6 months away. I was delighted to find that in my absence, nFold was recognized by Strategic Proposals as Partner of the Year for 2010. I was devastated that Proposal Panda got to pose with my nFold family for the photo instead of me.

Panda had just been to visit Aurecon. Their team won the first ever nFold Proposal Award in South Africa. Here's a happy snap of Sonja Jansen Van Resnburg from Aurecon, accepting the award from my hero, Dr. Tom Sant. It was a pleasure to meet such a proposal guru. My knees wobbled when I took the photo.

Tom spoke at the 2nd local APMP conference in 2011, was a judge for the first proposal award, he did some exec sessions and he told more than 250 sales people how NOT to commit the 7 deadly sins of proposal writing. Then he had a little holiday in the sun. I hope he visits us again soon.

nFold celebrated 10 years in proposal pioneering with some special customers. What a milestone! Keep rocking nFold.

A whole lot more happened in 2011 and 2012 started off with a jolly loud bang. But I was inside my box napping at the time. And that's where I'm going now. See you next time. Zzzzzzzzzzzzz!

Spells in the graphics hothouse

This week I traveled to 24 Hour Company in Falls Church, VA. For those of you who are geographically challenged, that's near Washington in the US. I'm convinced that Colleen Jolly, my travelling companion, is descended from a leprechaun I once knew. I wish she would tell me where he hid his croc of gold.

It started as a pleasant journey to the DC Metro area complete with sites of the Pentagon and Kennedy Center. I was lucky enough to ride in Colleen Jolly’s horse-less carriage to the office. Trees line almost every street in this very green region. I looked up at the building when we arrived. “Are you ready for a productive, busy day, Wendy?” asked Colleen. “Yes!” I exclaimed. While flying up the stairs, however, I heard booms of laughter coming from the office. “How could such a productive office waste time by laughing so much?” I thought as I whizzed up to the fifth floor. I approached the door to see Mike Parkinson telling jokes to the other designers. As I sauntered in he asked me, “Why did the scarecrow win the Nobel prize?” A little confused, I hesitantly asked, “Why?” He replied, “Because he was outstanding in his field!” Everyone laughed but I was taken aback. What was this place and why had I come? Suddenly I saw these odd objects on their desks. They grasped my attention and didn’t let go.

What were these horizontal viewing portals they had? They were using the most interesting cauldron that didn’t need any newt tails or chicken eyelashes! These bottomless drawers were terrifying. Dennis Fitzgerald noticed my curiosity and took me into his office to explain these were computers and mice. Mice! I quickly realized I could use my patented five-mouse-flight spell to escape. Before Dennis could get any further, I put him under a sleep spell and stole his mouse for my escape plan. I went from room to room putting designers to sleep and snatching their mice. With a handful of hairless mice I snuck down the hall and out the door.

“WEEENDY!” Colleen’s voice stopped me in my tracks. “Did I forget my purse?” I thought.

“Why is my staff asleep on the floor with pixie dust on their eyes?” said Colleen,

“First, it’s pulverized unicorn dandruff. Second, this place is too strange. I want to leave.” I said.

“Wendy, I think you need some explanation about what we’re about. Come back in and I’ll show you what we do.”

As I used my emergency bottle of frog sweat to revive everyone, Colleen explained that they were graphic designers making graphics for bids, proposals, and presentations. They needed their mice to work.

After returning the mice, I spent the next few minutes observing the designers creating graphics.

I was mesmerized by their speedy spells and intrigued by their aesthetic accuracy. “These are not mice like you know it.” said Colleen. “These mice control computer programs to help us make pictures. Let me show you.” She opened up Adobe Photoshop and we tinkered with a picture of Terry, my black cat. I was amazed. These are the best cauldrons ever made. I spent the rest of the day learning tips and tricks from the designers. When it was time to go, I apologized for my spells and said goodbye to everyone.

Update: I researched getting a computer for myself, but it wasn’t a good time to renew the mortgage on my broom.

Blink and it's gone

It's November and 2010 is galloping to a close. For South Africa, this was the year of the soccer world cup. For me, it's been a whirlwind of fun in the sun since April. I had so many things to do and places to see that my poor blog took a back seat. So this bumper edition is my attempt to atone for my sins as I wave goodbye to Africa to embark on my world tour. Happy reading, and why not subscribe? I have good intentions to be a regular writer next year...

Proposal Review at Hiside

In May, I helped nFold train their bid network how to do proposal reviews. I also did one for Hiside. Their proposal had great images of their fun team-building events, but I helped them to become a bit more persuasive. By now, they're using all the tricks in the book such as quantifying payback, client focus and differentiation. What a great bunch of motivated people. I guess they must practice what they preach. I'm the shadow 2nd from left in front of the boss.

In June, my friend Sandy Pullinger made a guest appearance as a cardboard cutout at the annual APMP conference in the US. She was part of the panel discussion arranged by Graham Ablett from Strategic Proposals on virtual bid teams. The panel acted out some typical voice conference scenarios. You know, those telecons that go horribly wrong and lose you the bid? The boss walks in late, rushes out early for a phonecall, misses his deadline and then wonders why no one else meets their promises to win the bid. Sandy enjoyed doing a video recording and writing one of the scenarios based on her experience working on a virtual bid in Africa. I guess you can't get much more virtual than a cardboard cutout. Sandy wishes she could have been at the conference in person because it was at Disneyland. Oh well, better luck next time Sands.

Jon Williams and Proposal Panda

In July, the APMP committee reviewed its strategy for the year. I started to get excited about the first ever conference planned for October. I was hoping to see the proposal panda again, with his friend Jon Williams, the keynote speaker. When I looked into my crystal ball, I could see that the reunion would be pleasant. I predicted that the future would hold a bottle of red wine (or two) at an African restaurant called Moyo. I could see that there would be a philosophical discussion about serif and san serif fonts. The writing was on the wall in times new roman, bold, italics, 10 points.







Tea break before 2nd SA Sant User Group Meeting

   In August, I had a tea break in preparation for the 2nd local Sant user group meeting in South Africa, planned for September. I watched Sandy get excited about telling everyone what snazzy new features were launched with Sant 9. She's such a software junky that I couldn't restrain her from enthusing that the user interface is even easier to use, search is improved, content management is unified, and architecting is now a piece of cake. Talking about which, some cake would have been REALLY nice with my tea.

In September I signed up on Facebook. If you want to be my friend, my profile is here: http://www.facebook.com/wendywordproposal#!/profile.php?id=100001635338520. I also did some Persuasive Proposal training with Sandy and Errol at DHL. Their proposal team came up with some catchy proposal titles. I can't wait to see what the boss thinks. I mean the customer of course.

Persuasive Proposal Training at DHL

First APMP Conference in SA

In October, the big day finally arrived. The first ever local APMP conference was sold out with more than 75 people attending. Our international guest speakers, Colleen Jolly and Jon Williams were both brilliant. Apart from sharing some brilliant graphics and proposal tips, they also managed to drum up the local APMP membership to the target of 50. Chris Rademeyer told us all about how to avoid bid burnout, and a brave panel of procurement specialists shared some insights from the buyer perspective. But Panda and I were the stars of the show. Just look how rapt my audience was.

And now, at last in November, I'm ready for a little break. Or maybe that's a breakdown after all the bid deadlines I've met? 2011 promises to be a fun-filled year too. nFold turns 10. What a great excuse for a party. Bring on the streamers and balloons and I'll be there like a shot. But first, I think I'll hide in Colleen's suitcase. So long for now.

The Average Proposal Junkie

All sales people are expected to know how to write proposals. Some of us even like it. On 12 May, proposal junkies will gather to learn about a whole new sales profession: proposal manager. It’s official, invitations have gone out to announce the results of the first ever proposal manager survey in South Africa. Be there or be square.

My human, Sandy Pullinger says that in today’s competitive market, it’s tough to win a deal without a killer proposal. Just like selling, writing is an art and a science. At the official launch of the survey results on 12 May, nFold will compare our progress in South Africa to the national salary survey and to the proposal manager survey done in the UK. The salary survey was conducted by proposal consultancy nFold (http://www.nfold.com/) on behalf of the Association of Proposal Management Professionals (http://www.apmp.org.za/).

You know what they say, if your head’s in the freezer and your feet are in the oven then on average you’re fine. So is the average proposal manager. On that note, here’s a sneak preview of some of the results. The average proposal manager in South Africa (click on the image to read the profile):

The Art of Being Lazy

My celebrity status must be growing because I was invited to attend tha UPSA meeting (http://www.upsa.co.za/) as an ambassador for APMP (http://www.apmp.org.za/). Here I am with keynote speaker Alan Versteeg from Huthwaite Africa, and UPSA chairperson Tony Cross.

They were having a quiet word about the future of sales training before Alan did his song and dance routine. It’s lucky he had heaps of stories and analogies to share because the technology failed him for a while. I loved the title of his presentation because I myself am known to be lazy from time to time, about dusting cobwebs and feeding the cat, for example.

Alan shared some brilliant video snippets that made it clear to me that the world is changing in complexity and velocity. One of the gems I took away from his session was R = SNA, which stands for the Results you achieve depending on the Skills you have, the Number of times you use these skills and how you Allocate your efforts. His analogy was that if you want to lose weight, all you need to do is to eat less of the wrong things, eat more of the right things, and exercise. I guess he was hinting that I should eat fewer newts.

Well, the audience loved Alan Versteeg. Naturally they enjoyed me and my human Sandy Pullinger, chair person of APMP and MD of nFold (http://www.nfold.com/). But they lapped up in big chunks Douglas Kruger’s examples of how to use stories to present an idea in a more powerful way than facts. I can see why he won the SA Public Speaking championship 5 times. Watch him in action at http://www.douglaskruger.co.za/.

Guerillas in the Midst

I was keen to see what Bill Graham, Bid veteran for more than 30 years, had to say at the last APMP event in Joburg. His first slide showed a female guerilla, of the gorgeous variety, with battle regalia. This is when I knew we were in for an entertaining treat. He drew examples from sources as diverse as reality TV and World War 2. Here I am with Bill at the event.

Bill shared many pearls of wisdom with us, but my favourite pearl was his advice to find the need and fill it, which reminded me of that inventor character from the kiddie’s movie ‘Robots’. My favourite anecdote was his story about a speaker who said “I’m as sweet as sugar” but the client heard “I’m a Swedish hooker”. Just another reminder, I guess, to keep your messages clear and communicate them well.

You can see the audience paid close attention to Bill’s tips, including:

1) New business is won on purpose, not by accident – reinforce a winning culture in your company.

2) Get a sponsor – if you executive buy-in, your success will soar.

3) Make a plan – keep an active account plan and proposal plan

4) Follow a process – use continuous learning to tweak your process.

5) Know your client’s shoe size – their strategy and supply base, your relationship, and more.

6) People buy people – match your people to theirs and have meaningful conversations.

7) Beware the guerillas – don’t let big egos in your team take over and derail your efforts.

8) To bid or not to bid – spend more time on the bids you can win and say ‘no’ if you can’t.

9) Keep your enemies close – know the competition and make them irrelevant.

10) Find the power – remember who signs the cheque and who influences them.

I was curious to see Bill in action as a consultant. He works with several companies including Gateway Communications (rebranding to Vodacom Business Africa) in Woodmead. He says they’re known as street-wise strategic thinkers. I met Geoff Hardwick, Managing Director for the Southern Region, who has warm hands and a warm heart. I overheard Bill telling Geoff that he can help them to turn their street-wise strategy into reality by helping the Gateway team comply with best practice bid process. This is where it all happens. Go Bill!

The die is cast

We all know that bid management is both an art and a science. But did you know it can also be an exercise in contortion? If you don’t believe me, try managing a major bid from your bed – with your leg in a cast! Which is precisely what M-IT Mthombo's bid manager Izane Cloete had to do when I visited her. A simple fall down two teensy weensy steps resulted in an operation, leaving her with a metal plate and five screws permanently implanted in her fibula and more pain than any living human being should ever be subjected to. Oh yes, and an unfinished bid response.

At risk review meetings it is often (flippantly) discussed what one would do when the proverbial Putco bus - or any other large lethal vehicle, for that matter - runs over a key member of a bid team. The conclusion is usually that “We will make it work, if it happens.” And now, I can unequivocally state that they did make it work. From the chief solution architect making house calls to the MD’s Executive Assistant stepping in as bid administrator – they made it work. One bid response packed, wrapped and delivered on time. Now, of course, they wait for the super-fast wheels of government to turn out a decision.

Now that you know that risks to a bid team are real; especially if your bid resources are limited, what can you do about mitigating them? Here’s what worked for M-IT:

1. Policies and procedures:  Follow strict but user-friendly policies and procedures for bid management. Keep bids centrally stored on a secure server where they are accessible to all the bid team members. Make daily offline backups part of the success formula. Teach the team the filing conventions so that they can easily access what they are looking for.
2. Culture: Don't keep progress (or problems) to yourselves – share with the team to encourage creative solutions. Trust each other to step in when needed. Know that you can rely on each other as you have a common goal.
3. Into the deep end: And of course, there is the fire test. You will never know what your team is capable of until you put them to the test.
   

Each bid team is different. Some have massive resources and capacity, others don’t. Whatever your size and capabilities, I hope you have the right measures in place to handle a potentially disastrous situation with the same finesse that they did. Well done M-IT!