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:

• Life-cycle of a Grant Application or Submission
• Governance of Rural and Regional Nonprofit Service-providers
• Forecasting involves the past, present and future
• Jean’s Eight Simple, Effective and Reliable Planning Tools – in one file
• My simple, effective and reliable planning tools – including a circle, a triangle and a straight line: Step 1
• Most common concerns about writing grant applications, submissions and proposals
• Where two or more are gathered, there is potential for conflict – with free discussion paper included
• Managing Fear in Relation to Change
• Delivering Quality Services – a free checklist for Service Providers
• Checklist to guide an internal review of your quoting and tendering procedures
• Complexity vs Simplicity
• Be sure to treat Quotes and Tenders as core business activities
• Knowledge and information transfer – how and why technology is a major problem
• Submission/tender writing – how does it rank in your Company’s priorities?
• Jean’s Checklist for Reading or Writing a Tender or Submission Brief
• Opportunities for innovation abound in these ‘tough times’
• Critical Success Factors in Quoting and Tendering
• Writing an Evaluation Report for a funded or contracted service
• Jean’s Checklist: Exposing the traps in tendering and outsourcing
• Successful Submission Writing – for Business and Nonprofits 3rd Edition
• Tendering and Outsourcing ‘mini-checklists’ for Managers
• Jean’s definition of Effective Communication
• Skills Involved in Tendering
• Competitive Tendering – how to write a competitive tender
• Opportunities for innovation abound in these ‘tough times’
• Preparing or inviting submissions, grant applications, proposals
• Outsourcing

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Don’t be tempted to discount any problem, challenge or opportunity on the basis that it is ‘too complex’: and don’t avoid ‘simplicity’ on the basis that it doesn’t add to your professionalism or reputation.

There is a difference and relationship …

Step-by-step procedure to introduce and improve your internal procedure to support effective quoting and tendering as core business activities:

1. Confirm that the focus of all quoting and tendering activity within your business is ‘to be and remain supplier of 

…

Knowledge and information in the main are passed from one party to another through formal or informal conversation, in written or visual form, or through the use or application of technology.  The tool for knowledge and information transfer is EFFECTIVE …

Let’s ask a …

Jean’s Tender/Submission Brief Checklist outlines what to look in a Brief if you are preparing a response document – and, as importantly, what to make sure you cover if you are preparing a Brief to invite tender/submission responses.

Reading or …

It’s well and truly time to over-ride accusing opinions and predictions in our daily media with conversations that promote, encourage and praise endeavour, effort and resilience on the part of individuals, families, business people, community groups, education providers (to name …

Treat quoting and tendering as core business functions, with their own set of critical success factors.

A critical success factor is a factor which, if not functioning or operating satisfactorily, may place your quoting and tendering efforts at risk:

1.     …

Evaluation methodology is an important feature in your tender, proposal, quote or submission document

Therefore, you should include sufficient details of your proposed evaluation methodology to assure the assessors of your intention and ability to ensure satisfactory delivery of the …

What’s the relationship between tendering and outsourcing?

 This relationship begins when an entity (eg business, organisation, government department) makes a calculated decision to invite tenders to create and/or supply specific goods or services:

• successfully inviting tenders begins with a careful

…

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.