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Issue 18 - Secrets to Success

The Power of Lessons Shared

The secrets to bidding success? Celebrating and improving.

I asked participants on a recent course whether they’d run a learning review on their last bid. None had. I asked why – and was relieved to hear: “Time”. At least it wasn’t that the team couldn’t face talking to one another…

So, win or lose. In the past, we ran post-mortems or inquests. Someone I trained recently had just been invited to a “bid witch-hunt”. I’m just as (perhaps more) interested in why we won.

Two simple questions to your team:

  • What did we do well – that we should do again on similar bids?
  • Perhaps with the benefit of hindsight, what should we do differently on deals like this in future?

We have a 100-question lessons learned checklist, of course, but those two simple questions unlock so much value so quickly. You could even pose them over SurveyMonkey or Google Docs.

And then: be absolutely committed to gathering client feedback. Don’t be afraid to ask for a debrief, even if it’s not offered: it’s in their interests that their vendors send them better proposals next time.

When you get in front of them: shut up! Listen to what they want to reveal. And then ask simple, powerful questions: how did our solution/pricing/team/proposal/presentation compare to other bidders?

And the final leg of the lessons learned process: “win/loss” audits. Systematically, away from the heat of the battle, interviewing the team to really get under the skin of what went on – and spotting trends.

Then: this all needs to lead to sharing ideas – and to action. A commercial manager in Romania once memorably told me: “For us, it’s more a case of lessons logged than lessons learned.” Celebrate success and hard work. And refine your aim, to win more, more easily.

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Issue 18

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