Jean Roberts

Jean Roberts: Tendering, outsourcing and submissions

You are viewing Jean Robert's collection of Tendering, outsourcing and submissions. The following entries are available under this category:

• Successful Submission Writing – for Business and Nonprofits 3rd Edition
• Tendering and Outsourcing ‘mini-checklists’ for Managers
• Skills Involved in Tendering
• Improve your strike/success rate with tenders, submissions, grant applications, proposals, estimates, quotes
• Competitive Tendering – how to write a competitive tender
• Preparing or inviting submissions, grant applications, proposals
• Outsourcing

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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.

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…

Treat Tendering as a Core Business Function

As you move into the task of preparing a tender, you will soon realise the nature and range of skills you will need to call upon – either from yourself or from your colleagues…

The cost of a strike/success rate of 15% is 100% of your effort.

A successful bid or application is one that not only wins the contract, but also ensures that you will satisfactorily fulfil the contract or complete the project.…

Competitive Tendering

From the 1970s and onwards – including many tools for nonprofit organisations to assist with forward planning

How to write a competitive tender

Tendering begins with a healthy appreciation of the concept and practice of outsourcing.

A successful tender is one that not only wins the job, but also ensures that the project offered in the tender is followed through to a successful conclusion.

Tendering is a core business activity and growth strategy. It should be a natural follow-on from your strategic and business plans.

Is your submission for a project of limited duration?

I recall one time-limited project that resulted from a successful submission, with funding for six-months and no possibility of further funding. The six months commenced from advice that our submission had…

Organisations have traditionally sought certain types of expertise from ‘outside’, particularly for one-off, specialised projects (eg installing a computer network, interior design of offices, investment advice) or for administrative functions (eg payroll, accounts, printing, event management). Outsourcing is often referred to as ‘contracting in’ while the opposite function, that of tendering, is often referred to as ‘contracting out’.