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DISRUPTING THE PROPOSAL PROCESSW I T H A G I L E

13

EX

873

PR

9

OT

7857

HR

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 EC

*ALL PROCEEDS GO TO SUPPORT TAMPA CPSM SCHOLARSHIP

WHY DO WE DO THIS?

HOW DO WE FIX THIS?

LOOK AT OUR PROCESS1

SEE HOW ANOTHER INDUSTRY HAS SOLVED OUR SAME PROBLEM2

USE A NEW METHODOLOGY3

1 PRESALES

2 RFQ/RFP RELEASED

4 KICK-OFF

3 PROPOSAL PLAN

5 DRAFT 6 REVIEW / EDITS

7 FINAL DRAFT

8 PRODUCTION

9 DELIVERY

TL

LD

PR

FI

CL

BD

OUR PROCESS

1 PRESALES

2 RFQ/RFP RELEASED

4 KICK-OFF

3 PROPOSAL PLAN

5 DRAFT

6 REVIEW / EDITS

7 FINAL DRAFT

8 PRODUCTION

9 DELIVERY

WEEK 1 2 3 4 5

OUR MODEL

WE’RE DIFFERENT

W H Y D O W E D O I T T H I S W A Y ?

HOW ELSE ARE WE DIFFERENT?

HOW DO WE DO IT?

1 GATHER REQUIREMENTS

2 ASSEMBLE REQUIREMENTS

3 CREATE INFORMATION

PRODUCT

PROPOSALDEVELOPER

OUR JOB

1 GATHER REQUIREMENTS

2 ASSEMBLE REQUIREMENTS

3 CREATE INFORMATION

PRODUCT

SOFTWARE DEVELOPER

PROPOSALDEVELOPER

OUR JOB

DIGITAL PRODUCTION

CHANGING REQUIREMENTS

NEVER DONE

1

2

3

1 GATHER REQUIREMENTS

2 ASSEMBLE REQUIREMENTS

3 CREATE INFORMATION

PRODUCT

SOFTWARE DEVELOPER

PROPOSALDEVELOPER

OUR JOB

AND A WORK OF ART

WE’RE DIGITAL PRODUCTION ARTISTS!

BY ARTIST BY DIGITAL ARTISTS

“ART IS NEVER FINISHED, IT’S ABANDONED.

—LEONARDO DA VINCI

3ARE WE THERE YET?

“ARE THERE ANY METHODOLOGIES OUT THERE THAT WOULD BE BETTER SUITED TO WHAT WE DO?

WE ARE UNCOVERING BETTER WAYS OF DEVELOPINGSOFTWARE 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.

THE AGILE MANIFESTO

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 PRINCIPLES

AGILE ADAPTEDFOR PROPOSAL DEVELOPMENT

• ITERATIVE• SMALL TEAMS• ENHANCED COMMUNICATION

AGILE TOOLS ADAPTEDFOR PROPOSAL DEVELOPMENT

1. SMALL TEAM

2. SPRINTS

3. DAILY STAND UP

4. SPRINT REVIEW

5. RETROSPECTIVE

AGILE TOOLS ADAPTEDFOR PROPOSAL DEVELOPMENT

TEAM

AGILE TOOLS ADAPTEDFOR PROPOSAL DEVELOPMENT

CORE PROPOSAL TEAM3-5 PEOPLE

STAKEHOLDERS1-1,000,000

AGILE TOOLS ADAPTEDFOR PROPOSAL DEVELOPMENT

SPRINTS

KICK OFFWEEK 1 WEEK 2

RFP DUE

DRAFT EDITS DEBRIEF

WEEK 3

TRADITIONAL

KICK OFFWEEK 1 WEEK 2 WEEK 3

RFP DUE

RSPRINT SPRINT R SPRINT R RETRO

WEEK 4

SPRINT

KICK OFF

PROPOSAL A PROPOSAL B

AGILE SPRINTS

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

TRADITIONAL PROPOSAL PLAN

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 ADAPTEDFOR PROPOSAL DEVELOPMENT

DAILY STAND UP

DAILY STAND UP

LESS THAT 10 MIN

STAND UPCORE TEAM ONLY

“FACE TO FACE”

EACH PERSON DISCUSSES THE FOLLOWING:

• SUCCESSES YESTERDAY

• TASKS I’M WORKING ON TODAY

• WHAT’S BLOCKING ME

DAILY STAND UP FORMAT

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

MARKETING COORDINATOR

Tasks Completed Yesterday QC’d Covers QC’d Tabs

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

MARKETING MANAGER

Tasks Completed Yesterday Set team for project and told

Marketing Coordinator

Tasks I’ll Complete Today Site visit Draft approach outline

What’s Blocking Me No blocking issues.

DAILY STAND UP EXAMPLES

TECHNICAL LEAD

WHY DO STAND UPS?

LESS THAT 10 MIN

CORE TEAM ONLY

BUILDS

ENHANCEDCOMMUNICATION

AGILE TOOLS ADAPTEDFOR PROPOSAL DEVELOPMENT

SPRINT REVIEWS

SPRINT REVIEWS

KICK OFFWEEK 1 WEEK 2 WEEK 3

RFP DUE

RSPRINT SPRINT R SPRINT R RETRO

WEEK 4

SPRINT 1

KICK OFF

PROPOSAL A PROPOSAL B

AGILE SPRINTS

WHO’S INVOLVED?

CORE PROPOSAL TEAM3-5 PEOPLE

STAKEHOLDERS1-1,000,000

SPRINT REVIEWS

30 MIN

30 MIN

SHOWWHAT YOU’VE

DONE SUCCESSES FAILURES

DID WE ACCOMPLISH

WHAT WE WANTED TO?

PLAN NEXT SPRINT

WHY DO REVIEWS?

SPOTLIGHTS YOUR TEAM

BUILDS

AGILE TOOLS ADAPTEDFOR PROPOSAL DEVELOPMENT

RETROSPECTIVE

RETROSPECTIVE

KICK OFFWEEK 1 WEEK 2 WEEK 3

RFP DUE

RSPRINT SPRINT R SPRINT R RETRO

WEEK 4

SPRINT 1

KICK OFF

PROPOSAL A PROPOSAL B

AGILE SPRINTS

ADD BEFORE YOUR NEXT KICK-OFF

WHO’S INVOLVED?

CORE PROPOSAL TEAM3-5 PEOPLE

• INTERNAL• 1 OR 2 IDEAS FOR IMPROVEMENT

NEXT CYCLE• 10-15 MINUTES

RETROSPECTIVES

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.comp: 800-505-7089 x8012

@chazrossmunro