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Moving from Proposal to Project

Transitioning from proposals to project implementation can be a daunting challenge. Common issues include time constraints, the misalignment of proposals and project plans, and the evaporating knowledge that arises in the process. This guide delves into these challenges, discussing how project managers and business development teams can bridge the gap. We explore practical solutions like aligning proposal processes with project planning, involving project managers early, and promoting knowledge retention, enabling smoother transitions and successful project execution.

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Moving from Proposal to Project

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  1. Moving from Proposal to Project and why that’s so hard Stephen Granade, PMP stephen@granades.com 256.714.5062

  2. Proposals Feed Into Projects Source: PMBOK® Guide, Fifth Edition

  3. Proposals Feed Into Projects Source: PMBOK® Guide, Fifth Edition

  4. Can Proposals Define the Triple Constraint? BUDGET SCOPE SCHEDULE

  5. Image courtesy pawpaw67

  6. Problem 1: Time Image courtesy ToniVC

  7. Image courtesy OneEighteen

  8. Problem 2: Proposals Aren’t Project Plans Top Objectives of a Proposal

  9. Problem 2: Proposals Aren’t Project Plans Top Objectives of a Proposal • Sell

  10. Problem 2: Proposals Aren’t Project Plans Top Objectives of a Proposal • Sell • Meet the customer’s needs

  11. Problem 2: Proposals Aren’t Project Plans Top Objectives of a Proposal • Sell • Meet the customer’s needs • Sell

  12. Problem 2: Proposals Aren’t Project Plans Top Objectives of a Proposal • Sell • Meet the customer’s needs • Sell • Comply with the RFP

  13. Problem 2: Proposals Aren’t Project Plans Top Objectives of a Proposal • Sell • Meet the customer’s needs • Sell • Comply with the RFP • Sell

  14. Problem 2: Proposals Aren’t Project Plans Top Objectives of a Proposal • Sell • Meet the customer’s needs • Sell • Comply with the RFP • Sell • Be in line with corporate objectives

  15. Problem 2: Proposals Aren’t Project Plans Top Objectives of a Proposal • Sell • Meet the customer’s needs • Sell • Comply with the RFP • Sell • Be in line with corporate objectives • Sell

  16. Problem 2: Proposals Aren’t Project Plans Top Objectives of a Proposal • Sell • Meet the customer’s needs • Sell • Comply with the RFP • Sell • Be in line with corporate objectives • Sell ?. Prepare for the project

  17. Proposals Look Sleek; Projects Work

  18. Problem 3: PMs Aren’t Biz Dev People PROJECT MANAGER What my co-workers think I do What my mom thinks I do What society thinks I do What my boss thinks I do What I think I do What I really do Images courtesy thehutch, Graham King, NBC, Victor1558

  19. Problem 4: Knowledge Evaporates Image courtesy Nathanael Boehm

  20. /* HA HAHA */

  21. Problem 5: Things Change Image courtesy Knowsphotos

  22. Five Problems Make the Transition Harder • Time • Proposals aren’t project plans • Project managers aren’t business development people • Knowledge evaporates • Things change

  23. There Are Solutions

  24. Solution 1: Fight Time Crunch • Do not multitask • “Cognitive Control in Media Multitaskers”, Ophir, Nass, Wagner • “Your Brain at Work”, by David Rock • Work in sprints • Fight procrastination • Prioritize tasks • Do the worst tasks first • Prioritize people • Manage the critical path Clifford Nass Joseph Ferrari

  25. Solution 2: Make Proposal ProcessMatch Project Planning Process Image courtesy Greg Robbins

  26. Solution 2: Use WBS and Activity Estimates • Proposal WBS should tie into project WBS • WBS as spine of a proposal just like it’s the spine of a project • Bases of estimates should map to activity estimates • Why will things cost what they will cost? • How long will they take?

  27. Solution 3: Get PMs Involved in Proposals Image courtesy @Doug88888

  28. Solution 4: Capture Knowledge

  29. Solution 4: Capture Knowledge

  30. Solution 4: Capture Knowledge

  31. Solution 4: Capture Knowledge Spreadsheet courtesy Advanced Optical Systems, Inc.

  32. Solution 4: Capture Knowledge

  33. Solution 4: Capture Knowledge

  34. Solution 4: Capture Knowledge

  35. Solution 5: Be Flexible Image courtesy Tambako the Jaguar

  36. Five Solutions to Make the Transition Easier • Fight the crunch (Time) • Make proposal process match project planning process (Proposals aren’t project plans) • Get PMs involved in proposals (Project managers aren’t business development people) • Capture knowledge (Knowledge evaporates) • Be flexible (Things change)

  37. Augustine’s Law XXI It costs a lot to build bad products.

  38. Why Aren’t You Involved? • Not enough skills • Training! (Things like BID-Connex) • Not enough support • Find an ally! • Not enough interest • …I can understand that

  39. Moving from Proposal to Project and why that’s so hard Stephen Granade, PMP stephen@granades.com 256.714.5062

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