Proposal Land

Better RFP Responses & Management
 
Proposal Land

Customer Satisfaction

Many Canadian Federal Government RFPs required bidders to address customer satisfaction, which can mean one or both of two things:

  • The happiness of end users of the service/product with the contractor’s responsiveness and service quality. In the context of administrative services, this happiness might depend on their answers to these questions:
    • Do they answer the phone/email as fast as I want?
    • Do they resolve all my problems?
    • Do they act just like the public servants who used to do this job?
    • Do they understand my work environment in a way that only someone who’s worked there possibly could?
  • The happiness of client officials with the contractor’s responsiveness and service quality. Using the same administrative-services context, this happiness might depend on their answers to these questions:
    • Do I hear complaints from end users about how fast or how well the contractor answers the phone/email?
    • Do contractor staff answer the phone/email as fast as the contract says they must?
    • Do contractor staff give accurate information and advice when they do answer?
    • Do I have an easy way to be sure of the answers to either of the two previous questions?
    • Are complaints handled quickly and transparently?
    • Are reports on time? Complete? Accurate?
    • When a senior contracting officer calls, do they jump?
    • Does the contractor do whatever we tell them to do, even if it’s not in the contract?

Discerning readers will have noticed a few things:

  • These two lists are not the same, and the differences matter. That’s true for contracts for administrative services, technical services, cell-phone plans, software development, design/build services (facilities and equipment), and for categories of procurement I can’t think of at the moment.
  • Some list items are subjective assessments and some are objective measurements. That, too, applies to most contracts.
  • Some list items cannot possibly be delivered. Yup, broadly true as well.

So what? Well, the response period is not the time to start thinking about customer satisfaction. The RFP requirements (Work and response) are not even the place to start, although you have to get there eventually.

Start, as so often, with Seth: Don’t insulate yourself from the user experience.

Spend some time in the store.
Visit your own website to get work done the way a customer would.
Answer the tech phone calls for a few hours.

And ask yourself: Would I be satisfied with that? With how easy it is to find things on our website? With what our staff have the information and tools to do? With their speed? With their knowledge and helpfulness?

And figure out how to turn the user experience into a metric that’s as easy to measure as how much money you made last month.

That’s the answer you want in your proposal, backed by some examples of changes you’ve made in response to that metric. In addition, of course, to ticking all the boxes the RFP requires on this topic.

And no, it doesn’t resolve the problem of unrealistic/impossible expectations, but we always start with what we can control.

 

Term: Proposal

The document (contractual, technical, management, and pricing sections) submitted by a bidder in response to an RFP.

With the simultaneous efficiency/ambiguity that make Proposal Land so delightful/irritating, also refers to the period of time involved in putting together said document.

For example, “How long is this proposal?” can mean the response period or the number of pages. Usually clear by context.

Lessons Learned

Well, boys and girls, what did we  learn this week in Public Health Land?

Lesson #1: Shut Up

Fussing about something over which you have little information and no control doesn’t help you or the situation. If the Federal Government did a bad job of arranging timely delivery of vaccines for Canadians, what will ranting about it now accomplish? Will the vaccines come sooner than if we just wait and see?

Nope.

In Proposal Land you might be frustrated by your company’s marketing strategy or teaming practices or late-to-need decision-making or review of documents. Ranting won’t fix it. If you can’t think of something that will, go ahead and have your little moment. Then get back to work, doing whatever you *can* do.

Lesson #2: Choose Wisely

Some people should never be allowed to answer questions in a proposal. Never. Under any circumstances.

Q: When will vaccines be delivered?

As soon as possible.
Various ministers, prime and otherwise

Q: What is your plan for vaccine distribution?

The plan is simple:
Every Canadian will have access
to an effective and free vaccine
once it’s ready.
Seamus O’Regan, Minister of Natural Resources

In Proposal Land, choose team members carefully.

Lesson #3: Take Names

In Proposal Land as in society, the temptation is to let it go when whatever “it” is, is over. A good idea?

Nope.

If, in the fullness of time, you decide that your initial, in-the-moment impressions were right  (Dagnab it! The company’s strategy or proposal practices really do suck! That guy really is a dud on a team!) then do something about it:

  • Fix it if you can.
  • Work around it if you must.
  • Find a better place to work if necessary.

As for the Government’s possible sins? If, in the fullness of time, you decide that they’re real, not imagined — if their performance really was sub-par — then you can deal with it at the next election.

 

A Man Walks Into a Bar: Riff #9

A dyslexic walks into a bra.

This riff is offered as a fun reminder to add a few typical typos to your punch list. The typos that give us trouble are the ones that are easy to do and that are still words when they’re scrambled:

  • Doe snot for does not
  • Pubic for public
  • Whorehouse for warehouse
  • Hated for rated requirements
  • Contact for contract (and vice versa, oh hurray)

Yew May right you’re own list.

 

 

Term: Punch List

A list of things to check and correct in all proposal sections.

Derived (so I was told) from the tool of the same name used in construction quality control.

What kind of things? Well, the obvious:

  • Spelling (where choices exist)
  • Formats for dates, numbers, measurement units, money
  • Numbering in headings
  • Capitalization
  • Acronym usage
  • Order of reference (e.g. “preventive and corrective maintenance ” and never “corrective and preventive maintenance” – it isn’t that the order matters [usually] it’s just that it reads more professionally if it’s standardized)

The trickier ones are related to facts, not style choices. Check out the Consistency Checklist for things that can, do, and should not vary.