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Identifying, Selecting, and Developing Themes                117


                                                      CHAPTER 7 REVIEW
                                      Identifying, Selecting, and Developing Themes


                          1. Identifying themes. Themes are the repeated expression of your abilities and
                            capabilities to address hot buttons, meet evaluation criteria, and counter the
                            competition:
                            ◉  Hot buttons are needs and desires of individual buyers that can be addressed
                               during your face-to-face meetings with me and other buyers, by altering your
                               project’s methodology, and/or by altering your project staffing. Hot buttons
                               almost always have emotional content.
                            ◉  Evaluation criteria are collective needs and desires of the buyers. They often are
                               written, especially in an RFP. Evaluation criteria typically have technical content.
                            ◉  Counters to the competition are your strengths relative to the competition
                               vis-à-vis the specific evaluation criteria for this proposal opportunity.
                          2. Selecting themes. Themes should be selected from:
                            ◉  Hot buttons of medium- and high-power-base buyers whose receptivity you
                               want to maintain or increase. Power base refers to a buyer’s relative influence in
                               this buying opportunity, not to the buyer’s general level of influence within his or
                               her firm. Receptivity refers to a buyer’s relative receptivity to your selling efforts to
                               date.
                            ◉  Evaluation criteria on which you believe you rate highly or that the buyers
                               weight highly
                            ◉  Counters to the competition that provide you with an opportunity to
                               significantly counter competitors’ arguments or moves, remembering that
                               your competition can also include in-house (do-it-themselves) options or other
                               initiatives competing for the same resources
                          3. Developing themes. Themes spin a web of persuasion throughout the proposal.
                            They can be developed by using the Themes Development Worksheet, which uses
                            four proposal slots:
                            ◉  SITUATION: Given the problem or opportunity, what is needed by the potential
                               client, related to this theme?
                            ◉  METHODS: Given that need, how will the project be configured, related to this
                               theme?
                            ◉  QUALIFICATIONS: Given those methods, how are you qualified to perform them,
                               related to this theme?
                            ◉  BENEFITS: Given those methods and qualifications, what benefits will accrue,
                               related to this theme?
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