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APMP®
                 Accreditation Programme
                Planning the Proposal Phase
             Session 3: Storyboard Development

                                       Planning the Proposal Phase



© APMP 2005 and Bid to Win Ltd 2010                   Version: 0v9
Get your ideas organised

             Using storyboarding to organise and
                     communicate ideas

                                      Communicating your Plan

© APMP 2005 and Bid to Win Ltd 2011
Storyboard Development

• benefits and appropriate use of storyboarding
  proposals

• design and complete simple storyboards

• brief contributors in the use of storyboards

                               Communicating your Plan

Syllabus Requirement
The Benefits of Storyboarding

Helps writers structure their thinking

Captures strategies

Communicates win themes

Enables horizontal and vertical reviews

Helps ensure compliance

Improves consistency of messages

                                          Proposal Guide   243
Outline and storyboard must mesh
• Tender Instructions
• Evaluation Criteria
• Textual / Hierarchical
• Sequence / detail

                           Outline


                                     Storyboard

                                         • Big Picture
                                         • Strategic    &
                                           competitive focus
                                         • Visual / Contextual
Storyboards should link to
   your Proposal Theme Statements

              • Highlighting your Discriminators
   Theme      • Linking customer needs to
Statements:     quantified benefits
              • Linking those benefits to features



  Can be      • a concise sentence or paragraph
  either      • or a visual
Steal a trick from Hollywood:
Sequence the main ideas
                           then add detail
Horizontal Review:
Sequence the main ideas
                           then add detail
Horizontal Review:




Vertical Review:
Designing Storyboards


               • Early, before Kick-off Meeting
    Design     • Appropriate to the experience of the users
               • Appropriate to the proposal to be written
 Storyboards     (Q&A vs requirements style)
               • To be applied by Volume, Section or whole proposal




               •   Section Headings
               •   Section Strategies/Themes
   Create a    •   Management/Technical Approach
               •   Features and Benefits linked to customer needs
   template    •   Risks
               •   Visuals
Briefing Storyboard Contributors


     Set      • Level of detail
 expectations • Timescales

   Create a     • Give completed storyboard as
   template       an example


   Tell them    • how/where to get help
Example complex template:
A simpler template

Section Reference        Title
Author                   Due Date
Main Purpose
Main Themes
Requirements
Main Body Outline
(Headings and Content)




Graphics to use
References / Proofs
Re-use / Boilerplate
Completing Storyboards

   Proposal
   Manager            • before Kick-off Meeting
  Proposal
 Contributors         • before beginning writing


                       Develop Theme
 Develop                                  Consider visuals
                        Statements,
Outline, first                              before text
                          second


                                                        14
Use storyboarding appropriately

              Requirements      Requirements
                      Style             Style
  New
Customer
              Q&A               Q&A
                                                Impact of response style:
              Style             Style
                                                 Q & A style
              Requirements      Requirements
                      Style             Style
 Existing                                        Requirements style
Customer
              Q&A               Q&A
              Style             Style

               Existing            New
            Product/Service   Product/Service
Mock-ups
• Mock-ups are
  page for page
  layouts of the
  proposal
• Clearly visualise
  the finished
  document
• Detailed content
  added iteratively

  Proposal Guide   249
In summary:

• benefits and appropriate use of storyboarding
  proposals

• design and complete simple storyboards

• brief contributors in the use of storyboards

                               Communicating your Plan

Syllabus Requirement
The Benefits of Storyboarding

Helps writers structure their thinking

Captures strategies

Communicates win themes

Enables horizontal and vertical reviews

Helps ensure compliance

Improves consistency of messages
Preparing for the eTorial
                       • No homework this
                         time!
                       • Instead try our quick
                         test on storyboard
                         design


http://www.proprofs.com/quiz-
school/story.php?title=storyboarding-quiz

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APMP Foundation: Storyboard Development

  • 1. APMP® Accreditation Programme Planning the Proposal Phase Session 3: Storyboard Development Planning the Proposal Phase © APMP 2005 and Bid to Win Ltd 2010 Version: 0v9
  • 2. Get your ideas organised Using storyboarding to organise and communicate ideas Communicating your Plan © APMP 2005 and Bid to Win Ltd 2011
  • 3. Storyboard Development • benefits and appropriate use of storyboarding proposals • design and complete simple storyboards • brief contributors in the use of storyboards Communicating your Plan Syllabus Requirement
  • 4. The Benefits of Storyboarding Helps writers structure their thinking Captures strategies Communicates win themes Enables horizontal and vertical reviews Helps ensure compliance Improves consistency of messages Proposal Guide 243
  • 5. Outline and storyboard must mesh • Tender Instructions • Evaluation Criteria • Textual / Hierarchical • Sequence / detail Outline Storyboard • Big Picture • Strategic & competitive focus • Visual / Contextual
  • 6. Storyboards should link to your Proposal Theme Statements • Highlighting your Discriminators Theme • Linking customer needs to Statements: quantified benefits • Linking those benefits to features Can be • a concise sentence or paragraph either • or a visual
  • 7. Steal a trick from Hollywood:
  • 8. Sequence the main ideas then add detail Horizontal Review:
  • 9. Sequence the main ideas then add detail Horizontal Review: Vertical Review:
  • 10. Designing Storyboards • Early, before Kick-off Meeting Design • Appropriate to the experience of the users • Appropriate to the proposal to be written Storyboards (Q&A vs requirements style) • To be applied by Volume, Section or whole proposal • Section Headings • Section Strategies/Themes Create a • Management/Technical Approach • Features and Benefits linked to customer needs template • Risks • Visuals
  • 11. Briefing Storyboard Contributors Set • Level of detail expectations • Timescales Create a • Give completed storyboard as template an example Tell them • how/where to get help
  • 13. A simpler template Section Reference Title Author Due Date Main Purpose Main Themes Requirements Main Body Outline (Headings and Content) Graphics to use References / Proofs Re-use / Boilerplate
  • 14. Completing Storyboards Proposal Manager • before Kick-off Meeting Proposal Contributors • before beginning writing Develop Theme Develop Consider visuals Statements, Outline, first before text second 14
  • 15. Use storyboarding appropriately Requirements Requirements Style Style New Customer Q&A Q&A Impact of response style: Style Style  Q & A style Requirements Requirements Style Style Existing  Requirements style Customer Q&A Q&A Style Style Existing New Product/Service Product/Service
  • 16. Mock-ups • Mock-ups are page for page layouts of the proposal • Clearly visualise the finished document • Detailed content added iteratively Proposal Guide 249
  • 17. In summary: • benefits and appropriate use of storyboarding proposals • design and complete simple storyboards • brief contributors in the use of storyboards Communicating your Plan Syllabus Requirement
  • 18. The Benefits of Storyboarding Helps writers structure their thinking Captures strategies Communicates win themes Enables horizontal and vertical reviews Helps ensure compliance Improves consistency of messages
  • 19. Preparing for the eTorial • No homework this time! • Instead try our quick test on storyboard design http://www.proprofs.com/quiz- school/story.php?title=storyboarding-quiz

Notas do Editor

  1. Welcome to the third session in the module Planning the Proposal Phase in our APMP Foundation Training webinars.In this module we going to examine a useful conceptual planning technique that will help you design and communicate the strategy and plans for proposal content.
  2. The technique is called storyboarding.It’s a visual technique that is very good at sharing and communicating ideas quickly
  3. Wall review of storyboards allows you to check the sequence and logical flow.We call this Horizontal Review.<Reveal>
  4. When the sequence is right you can take an individual storyboard and drill down for the detail.Have you covered everything?Is the flow and structure of subsections logicalAre the themes identifiedHave you identified the right proofsAre the compliance points clear?Wecall this Vertical Review
  5. Here is an example of a very detailed template used by one of my customers.It is useful when a lot of information has to be captured and communicated.The creator of this storyboard told me he spent about four hours creating it. That’s a significant investment!But it was a large and important section so that time was more than saved later in the reduction of re-work and editing.
  6. Here’s a simpler template. It captures the essentials.The test is: could you reasonably expect the section author to create a good section based just on the information in the storyboard?You can make storyboards as simple as you like provided they pass this test.Those of you familiar with project management will probably notice that storyboards look a lot like product descriptions. And that’s just what they are. The Outline is our Product Breakdown Structure for the Proposal Document. Storyboards provide more detailed descriptions so that contributors can create compliant responsive component sections.Later, when you get into Proposal Development you can use the Storyboards to check that contributors are providing what was specified.They will be part of your Quality Controls.
  7. In the eTorial we will discuss your analysis of the proposal timeline and provide an opportunity for you to share your thoughts.