Thursday, February 2, 2012

Task Order Proposal Management Best Practices

Company size doesn't matter in Task Order competitions. Everyone struggles - even large companies. What matters is how well-organized the company is and whether your team has a clear strategy in place.

Common challenges include identifying the right opportunities and sorting through the noise. You need to find numerous sources and get as many feet on the ground as possible doing business development.

Another challenge is task order triage and tracking. The triage/tracking process is actually harder in large companies than in small because of internal bureaucracies. The decision process on task orders has to be quick, with only three questions: Is it a fit? Can we compete? Can we win?

Response logistics have to run smoothly, requiring:

1. A corporate repository of all IDIQ-related information, templates, and reusable materials.
2. Seamless triage using a customer relationship management (CRM) system and/or central log for task orders.
3. Decisions on the process such as who evaluates task orders when the main contact is on leave, distribution list (and timeframe, such as the number of hours in which to distribute), as well as assigning a team to each task order opportunity.
4. Approval chain and ways to expedite engaging other departments such as Human Resources.
5. Bid/no-bid timeframe and approval authority. If there is no bid decision in 24 hours, consider this task order dead.
6. Contact lists.
7. Passwords and subscription information for tools used in response preparation.
8. Canned schedules for different durations, including Friday and holiday starts.
9. Processes and systems.

You have to keep metrics, including such information as the daily workload, and length between decisions and gates.

Here is a ratio that may be of interest to you, to compare with what you do: a company normally writes 3-5 concurrent task order proposals a week. This requires 2 proposal managers, one coordinator, and 6-8 subject matter experts for just-in-time participation. I have no further detail as to what size and level of complexity task orders these are, and if there is other help such as consultants, a graphics artist, and so on. Some companies boast 85% success rates on task orders.

Task orders over $100M don't get treated as regular task orders - they are regarded as large proposals, with all the best practices (and capture/proposal resource allocation) associated with large proposals.

There may be different types of organizations that manage Indefinite Delivery/Indefinite Quantity (IDIQ vehicles): dedicated per vehicle or centralized. Dedicated organizations do well for some types of IDIQs with greater customer intimacy but generally are more expensive and require a break-even period of about 1 year. Centralized organizations are good for multiple-customer IDIQs and enjoy economies of scale. The drawback is that certain vehicles may not get the attention they need.

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