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: [email protected]: 800-505-7089 x8012
@chazrossmunro