Jean Roberts

Archive for January, 2010

Jean’s definition of a meeting has 8 requirements!

You’ll never waste your time in a meeting again – as long as you satisfy these 8 requirements.  But firstly, let’s agree that any meeting needs to have a purpose.

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Successful Submission Writing – for Business and Nonprofits, 3rd Edition (Jean Roberts, 2009), published by Wilkinson Publishing of Melbourne, Australia

The focus of this book is the person or group writing the submission or grant application – and offers a 10-step model for successful submission

This 3rd Edition provides greater depth to each of the 10 Steps and 9 worksheets – consequently expanding your potential to:

• improve your strike/success rate with submissions, grant applications, proposals, estimates, quotes and tenders,
• reduce the costs associated with preparing these documents,
• contribute to the skills associated with preparing these documents being readily acknowledged as core business competencies,
• assist government departments, and philanthropic trusts and foundations, in inviting and assessing submissions, proposals and tenders, and
• assist commercial and nonprofit organisations in preparing to outsource.

The 10-Step Model of Successful Submission Writing clearly places development of the project plan ahead of completing the application form.

Your submission needs to be a positive, powerful and persuasive marketing tool:

• as well as being the vehicle for your project proposal, the submission document should present a positive, powerful and persuasive case for your company or organisation.
• it therefore has the potential to be both a marketing and educational document, informing the assessors of the uniqueness and strength of your company or organisation, the benefits for them in accepting your project, and expressing readiness to enter into negotiations prior to signing the contract and commencing the project.

A successful submission is one that not only wins the money or contract, but also ensures that you will be able to satisfactorily fulfil the contract – and complete the submission project.

THE ART AND SCIENCE OF MONITORING

• Jean’s activities during Summer 2009/10
• The art and science of Monitoring
• Monitoring job satisfaction at governance level
• Monitoring the bottom-line
• Monitoring burn-out

Download JRUpdate January/February 2010 (PDF)

Managers whose responsibilities include Tendering and/or Outsourcing – whether in business or nonprofits – may find these three mini-checklists useful.

Mini-Checklist No. 1:      For managers involved in outsourcing, ie inviting tenders, the process requires a tender brief that is written…

Integrated Service Planning

 Whatever the nature of your service, the process of service planning is critical to the success of your organisation or business.

 Integrated service planning requires adequate representation of key organisational functions in order to meet, or exceed,…