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Developing a Win Strategy Presenters: Meris Mandernach, [email protected] Jeff Agnoli, [email protected]

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Page 1: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Developing a Win Strategy

Presenters:

Meris Mandernach, [email protected] Agnoli, [email protected]

Page 2: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Objectives

• Know and understand the significance of pre-RFP activities

• Identify and use tools for researching sponsors, funding opportunities, competitors, and our organization

• Apply capture planning methods to craft a “win strategy”

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Page 3: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Agenda

• Introduction and Overview; Survey Feedback

• What is Capture Planning?

• Tools for Conducting a Knowledge Audit

• Demonstration and Practice

• Breaks

• Case Study and Application of Key Concepts

• Questions and Answers

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Page 4: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Proposal Development: Positioning for Success

Lo

ng

-term

Po

sit

ion

ing

(M

ultip

le L

eads

)

Phase 1Capture Planning

Phase 2

Phase 3

De

tail

ed

As

se

ss

me

nts

(Sel

ecte

d O

ppor

tuni

ty)

Pro

po

sa

l D

eve

lop

me

nt

Po

st-

Su

bm

itta

l

Ac

tivit

ies

Phase 4

AW

AR

D

Evaluation

Phase 5

So

licit

ati

on

Rele

ase

6-12 months

Draft Solicitation

Released (sometimes)

2-5 monthsFinal Solicitation

Released

Acquisition

Plan

Sources Sought

Announced

Areas of Support Provided by OSU Proposal Development OfficeAreas of Focus for Business Development/ Relationship Managers Areas of Focus for Opportunity-specific

Capture ManagersP

rod

uc

tio

n

Proposal Preparation(typical university proposal

center covers this space)

Op

po

rtu

nit

y A

sse

ssm

en

t(O

ne

Pro

cure

men

t)

Ca

ptu

re

Pla

nn

ing

(Sel

ecte

dO

ppor

tuni

ty)

12-24 months

Positioning

Page 5: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Capture Planning

• Overall Goal: To develop a documented action-oriented plan towards winning a specific opportunity

• Planning process is flexible, dynamic, iterative, and proactive

• Strikes a balance between planning and action

• Overall effort depends on the specificopportunity, your organization, and the strategic importance of the win

5

Page 6: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Capture Planning Process

• External Analysis

• Opportunity Summary

• Funding Agency(ies) Profile(s)

• Competitor Identification and Assessment

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Page 7: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Opportunity Summary

• Funding Agency

• Scope of Work

• Key Requirements

• Procurement Schedule

• Award/Contract Type

• Budget / FY Funding

Page 8: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Funding Agency(ies) Profile(s)

• Reason for solicitation (e.g., legislation, technology, environment, economics, sociocultural)

• Evaluation process

• “Hot button” Issues or Key Priorities

Page 9: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Competitor Identificationand Assessment• Is someone performing this work now? Is there

an incumbent organization?

• Does the sponsor have a particular favorite they like to work with?

• Who has been successful performing this type of work? Why are they successful?

• Who are the key competitors? What are their strengths and weaknesses?

Page 10: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Capture Planning Process

• Internal Analysis

• Relationship with Sponsor

• Proposed Solution/Approach

• Potential Risks & Proposed Mitigation

• Action-oriented Strategy

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Page 11: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Relationship with Sponsor• How well do we know this sponsor, i.e., past

success rates, peer reviewers, in-house fellows, etc.

• Are there lessons learned from previous experience?

• What are the greatest obstacles the sponsor has to overcome to be successful?

• What are the sponsor’s hot buttons (i.e., technical concerns, political pressures, specific biases?)

Page 12: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Proposed Solution/Approach• Why are we leading the proposal effort?

• How are we perceived by competitors?

• Does our institution have the personnel, facilities, systems, and other resources to conduct the work?

• What unique or special advantages do we offer? What are the strengths?

• What weaknesses do we have? Have we identified teaming partners to offset weaknesses?

Page 13: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Proposed Solution/ApproachRequirement Solution Discriminator Gap

Page 14: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Potential Risks and Proposed Mitigation

• Technical Risks

• Management Risks

• Staffing Risks

• Facility/Equipment Risks

Page 15: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Gap Assessment• What do we still need to know to develop

a win strategy?

• How will we gather the information?

Page 16: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Action-Oriented Strategy

Gap/Issue Action Assigned to Due by

Page 17: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Win Strategy

• Describes our unique/specific:• technical and management approach• project director/lead • team organization• partners

• What are the unique features (discriminators) of our approach to the program requirements?

• How do these features translate to benefits for the sponsor?

Page 18: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

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Win Strategy Proposal Themes

To play up our STRENGTH in…

To counter our WEAKNESS in…

To NEUTRALIZE our competitor’s strength…

To “GHOST” our competitor’s weakness in…

Page 19: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Using Research Tools for Capture Planning

Meris Mandernach

Page 20: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Learning outcomes

How to research a sponsor, funding opportunity, past awardees, etc.

How to ask good questions when looking for data

Tips and tricks for working with the libraries

Page 21: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

We start with a data dump…

What do you already know?

• Solicitation

• Which directorate?

• Past winners

• Details of the RFP

• What is important for your proposal?

• Key terms

• Partners that you have/ partners that you need

• Who is going to be the lead?

Page 22: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Data dump exercise…

Quick Scan: Take the next 5 minutes and gather as much as you can.

Page 23: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

We start with a data dump…

What do you already know?

• Solicitation

• Which directorate?

• Past winners

• Details of the RFP

• What is important for your proposal?

• Key terms

• Partners that you have/ partners that you need

• Who is going to be the lead?

Page 24: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Knowledge Gathering

Who is the solicitation from?

• What does that tell you about their priorities?

• What would be the differences if it was Dept of Ed instead of Nat’l Inst. of Justice?

• Who is the director of the initiative?

• Name

• Background

• Google him, what does he care about?

Page 25: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Knowledge gathering

Website announcement of RFP

• What data is there?

• Deadlines, key pieces, contact, FAQ

• Last year’s awardees?

• Common traits?

• Key differences?

Page 26: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

What are you good at?

Your home institution

• Who are key faculty?

• What partnerships exist already?

• What makes you special?

• Where are your gaps?

• Who has those strengths?

• How do you partner with them?

Page 27: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Where to put the gathered data

Open a Word Doc (text file)

Keep a worklog

• where you searched

• terms you used

• What do you know? What do you need to know?

Dump citations into citation manager (RefWorks, EndNote, Mendeley)

Review the worklog, create a strategy for future searches

Page 28: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Key Library Databases

Business resources

• Private companies

• Public companies

Citation Databases

Disciplinary Databases

Free websites

Page 29: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Key Library Databases

Market reports

• BCC Research

• Hoovers

• Gartner

• Forrester

• Mintel

• Bizminer

• PassportGMID

Page 30: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Hoover’s Industry

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Hoover’s Industry

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Page 32: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Hoover’s Industry

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Page 33: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Business Source Complete

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Page 34: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Scopus

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Page 35: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Tips for Searching Databases

Think about the content of the database

All databases have a help menu

Group similar concepts together

Use the special characters (*, ?) and proximity search tools (NEAR)

When in doubt, contact your librarian!

Page 36: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Reflecting on gathering

What should you include in the proposal?

How do you know?

What additional information do you still need?

Page 37: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Library Resources

Who are your contacts in the library?

You have subject librarians!

• What resources do you need now that you’ve done your initial analysis?

• What does your library subscribe to?

• Who can help you navigate those databases?

• What database should I use?

• Where should I gather all of this data?

• Who will need access to it?

Page 38: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

Tips for searching Google

Video searches

Proximity searches

Google Scholar

Advanced Google Searches (specific domains, terms grouped together, etc.)

Page 39: Developing a Win Strategy - NORDP › assets › RDConf2016 › ...Developing a Win Strategy Presenters: Meris Mandernach, mandernach.1@osu.edu Jeff Agnoli, agnoli.1@osu.edu

You have all of your data, now what?Think about what you’re collecting before you start collecting.

• Who will need access?

• How will you identify gaps along the way?

• How will you document where you started and what you’ve already done?

How will all of this information fit into your SWOT analysis?