DISRUPTING THE PROPOSAL PROCESS WITH AGILE
EX PR OT HR 13 873 9 7857
1500 HRS = COMMERCIAL PILOT LICENSE 5.2= COMMERCIAL PILOT LICENSES
WHAT WOULD YOU DO WITH EXTRA TIME?
WE HAVE A PROBLEM
HI! I M CHAZ A E C *ALL PROCEEDS GO TO SUPPORT TAMPA CPSM SCHOLARSHIP
WHY DO WE DO THIS?
HOW DO WE FIX THIS? 1 LOOK AT OUR PROCESS 2 SEE HOW ANOTHER INDUSTRY HAS SOLVED OUR SAME PROBLEM 3 USE A NEW METHODOLOGY
OUR PROCESS 1 PRESALES 9 DELIVERY 2 RFQ/RFP RELEASED 8 PRODUCTION CL LD 3 PROPOSAL PLAN 7 FINAL DRAFT TL PR 4 KICK-OFF FI BD 6 REVIEW / EDITS 5 DRAFT
OUR MODEL WEEK 1 2 3 4 5 1 PRESALES 2 RFQ/RFP RELEASED 3 PROPOSAL PLAN 4 KICK-OFF 5 DRAFT 6 REVIEW / EDITS 7 FINAL DRAFT 8 PRODUCTION 9 DELIVERY
WE RE DIFFERENT
WHY DO WE DO IT THIS WAY?
HOW ELSE ARE WE DIFFERENT?
HOW DO WE DO IT?
OUR JOB 1 GATHER REQUIREMENTS 2 ASSEMBLE REQUIREMENTS 3 CREATE INFORMATION PRODUCT PROPOSAL DEVELOPER
OUR JOB SOFTWARE DEVELOPER 1 GATHER REQUIREMENTS 2 ASSEMBLE REQUIREMENTS 3 CREATE INFORMATION PRODUCT PROPOSAL DEVELOPER
1 2 3 DIGITAL PRODUCTION CHANGING REQUIREMENTS NEVER DONE
OUR JOB SOFTWARE DEVELOPER 1 GATHER REQUIREMENTS 2 ASSEMBLE REQUIREMENTS 3 CREATE INFORMATION PRODUCT AND A WORK OF ART PROPOSAL DEVELOPER
WE RE DIGITAL PRODUCTION ARTISTS! BY ARTIST BY DIGITAL ARTISTS
ART IS NEVER FINISHED, IT S ABANDONED. LEONARDO DA VINCI
ARE WE THERE YET? 3
ARE THERE ANY METHODOLOGIES OUT THERE THAT WOULD BE BETTER SUITED TO WHAT WE DO?
THE AGILE MANIFESTO WE ARE UNCOVERING BETTER WAYS OF DEVELOPING SOFTWARE BY DOING IT AND HELPING OTHERS DO IT. THROUGH THIS WORK WE HAVE COME TO VALUE: INDIVIDUALS AND INTERACTIONS OVER PROCESSES AND TOOLS. WORKING SOFTWARE OVER COMPREHENSIVE DOCUMENTATION. CUSTOMER COLLABORATION OVER CONTRACT NEGOTIATION. RESPONDING TO CHANGE OVER FOLLOWING A PLAN. THAT IS, WHILE THERE IS VALUE IN THE ITEMS ON THE RIGHT, WE VALUE THE ITEMS ON THE LEFT MORE. *AGILE MANIFESTO COPYRIGHT KENT BECK, MIKE BEEDLE, ARIE VAN BENNEKUM, ALISTAIR COCKBURN, WARD CUNNINGHAM, MARTIN FOWLER, JAMES GRENNING, JIM HIGHSMITH, ANDREW HUNT, RON JEFFRIES, JON KERN, BRIAN MARICK, ROBERT MARTIN, STEVE MELLOR, KEN SCHWEBER, JEFF SUTHERLAND, AND DAVE THOMAS THIS DECLARATION MAY BE FREELY COPIED IN ANY FORM, BUT ONLY IN ITS ENTIRETY THROUGH THIS NOTICE.
AGILE PRINCIPLES 1 CUSTOMER SATISFACTION 2 WELCOME CHANGES 3 DRAFTS FASTER 4 DAILY COMMITMENT 5 BUILD PROPOSALS AROUND MOTIVATED INDIVIDUALS 6 FACE-TO-FACE 7 SUCCESS = RESPONSIVE DRAFT 8 SUSTAINABLE 9 EXCELLENCE 10 SIMPLICITY 11 SELF-ORGANIZING TEAM 12 REFLECTION
AGILE ADAPTED FOR PROPOSAL DEVELOPMENT ITERATIVE SMALL TEAMS ENHANCED COMMUNICATION
AGILE TOOLS ADAPTED FOR PROPOSAL DEVELOPMENT 1. SMALL TEAM 2. SPRINTS 3. DAILY STAND UP 4. SPRINT REVIEW 5. RETROSPECTIVE
AGILE TOOLS ADAPTED FOR PROPOSAL DEVELOPMENT TEAM
AGILE TOOLS ADAPTED FOR PROPOSAL DEVELOPMENT CORE PROPOSAL TEAM 3-5 PEOPLE STAKEHOLDERS 1-1,000,000
AGILE TOOLS ADAPTED FOR PROPOSAL DEVELOPMENT SPRINTS
TRADITIONAL KICK OFF WEEK 1 WEEK 2 WEEK 3 RFP DUE DRAFT EDITS DEBRIEF AGILE SPRINTS KICK OFF WEEK 1 WEEK 2 WEEK 3 RFP DUE KICK OFF WEEK 4 SPRINT R SPRINT R SPRINT R RETRO SPRINT PROPOSAL A PROPOSAL B
TRADITIONAL PROPOSAL PLAN SECTION ITEM RESPONSIBLE DUE 00 Covers + Tabs Susan 03.06.18 00 Cover Letter Joe 03.06.18 01 Company Overview Susan 03.06.18 02 Team Overview Sally 03.10.18 02 Resumes Sally 03.10.18 03 Experience Overview Susan 03.10.18
AGILE PROPOSAL PLAN (w/ TRELLO)
AGILE PROPOSAL PLAN (w/ TRELLO)
AGILE PROPOSAL PLAN (w/ TRELLO)
AGILE PROPOSAL PLAN (w/ TRELLO)?
THE BENEFITS OF SPRINTS
AGILE TOOLS ADAPTED FOR PROPOSAL DEVELOPMENT DAILY STAND UP
DAILY STAND UP CORE TEAM ONLY LESS THAT 10 MIN STAND UP FACE TO FACE
DAILY STAND UP FORMAT EACH PERSON DISCUSSES THE FOLLOWING: SUCCESSES YESTERDAY TASKS I M WORKING ON TODAY WHAT S BLOCKING ME
DAILY STAND UP EXAMPLES MARKETING COORDINATOR Tasks Completed Yesterday Covers Designed Tabs Designed 2 Reference Letters Sent to Client Tasks I ll Complete Today Send 1 Reference Letter to Client Template design for Resume Template design for Project Sheets What s Blocking Me Address for client is wrong, need new address
DAILY STAND UP EXAMPLES Tasks Completed Yesterday QC d Covers QC d Tabs MARKETING MANAGER Tasks I ll Complete Today Send covers to printer Send Tabs to Printer Track down address for the client reference What s Blocking Me No blocking issues.
DAILY STAND UP EXAMPLES Tasks Completed Yesterday Set team for project and told Marketing Coordinator TECHNICAL LEAD Tasks I ll Complete Today Site visit Draft approach outline What s Blocking Me No blocking issues.
WHY DO STAND UPS? BUILDS CORE TEAM ONLY LESS THAT 10 MIN ENHANCED COMMUNICATION
AGILE TOOLS ADAPTED FOR PROPOSAL DEVELOPMENT SPRINT REVIEWS
SPRINT REVIEWS AGILE SPRINTS KICK OFF WEEK 1 WEEK 2 WEEK 3 RFP DUE KICK OFF WEEK 4 SPRINT R SPRINT R SPRINT R RETRO SPRINT 1 PROPOSAL A PROPOSAL B
WHO S INVOLVED? CORE PROPOSAL TEAM 3-5 PEOPLE STAKEHOLDERS 1-1,000,000
SPRINT REVIEWS 30 MIN DID WE ACCOMPLISH WHAT WE WANTED TO? SHOW WHAT YOU VE DONE SUCCESSES FAILURES PLAN NEXT SPRINT 30 MIN
WHY DO REVIEWS? BUILDS SPOTLIGHTS YOUR TEAM
AGILE TOOLS ADAPTED FOR PROPOSAL DEVELOPMENT RETROSPECTIVE
RETROSPECTIVE AGILE SPRINTS KICK OFF WEEK 1 WEEK 2 WEEK 3 RFP DUE KICK OFF WEEK 4 SPRINT R SPRINT R SPRINT R RETRO SPRINT 1 PROPOSAL A PROPOSAL B ADD BEFORE YOUR NEXT KICK-OFF
WHO S INVOLVED? CORE PROPOSAL TEAM 3-5 PEOPLE
RETROSPECTIVES INTERNAL 1 OR 2 IDEAS FOR IMPROVEMENT NEXT CYCLE 10-15 MINUTES
OMG CHAZ! IS IT LUNCH TIME YET?
ADAPTED AGILE TOOLS RECAP 1. SMALL TEAM 2. SPRINTS 3. DAILY STAND UP 4. SPRINT REVIEW 5. RETROSPECTIVE
RESOURCES
ADDITIONAL RESOURCES www.chazrossmunro.com/free-tools CONTACT INFO: e: crossmunro@cosential.com p: 800-505-7089 x8012 @chazrossmunro