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Insight Services

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Jump to:

  • Federal Agency Engagement Strategies
  • Capture/BD Mentoring & Coaching
  • Independent Analysis of Key Opportunities
  • Orals Coaching
  • Business Development Processes
  • FEDSIM Support


                               



Federal Agency Engagement Strategies

Headshots for Nichol and Kat

So much of what passes for “strategy” these days is something else – at best it’s tactical execution, at worst it’s just reactive “me too” BS.  Or – and really the least favorite example – it’s a 4 inch binder that cost $$$ to complete but no one knows how to translate it into actionable results. 

  

Our Federal Agency Strategy engagements are led by Nichol Case and Kat Mahan. Kat and Nichol met 5 years ago as Leidos executives, and were responsible for significant growth within the health business. 

  

Together, we scope our projects to align to your priorities – whether that’s short term revenue generation, long-term account development, or anything in between. Our deep expertise and extensive network of subject matter experts allows us the flexibility to recommend the most accelerated, or in-depth, approach. 


 Whether you want to assess a single customer/agency or look across the landscape for multiple agencies, we can tailor a strategy engagement to match your needs.  And by the way, our favorite ways to generate revenue for you don't involve responding to solicitations. 

  

  • Initial assessment of your assets and your aspirations relative to a Federal market segment
    • Review current  market space – for a single agency or all of Fed Health
    • Identification  of the “needle moving” opportunities or shifts in agency behaviors 
    • Direct and orthogonal alignment of your corporate initiatives or key capabilities 
    • Remediation activities needed to fill gaps 
  • Purchasing pathways to new revenue
    • Prime vs subcontract, JV, teaming, schedules
    • Innovation programs, non-traditional contracting, SBIRs, OTAs, grants, 
    • Pilots or other initiatives that can open Federal markets for you
  • Whitespace/greenfield targeting
  • Organizational capabilities/resource readiness
  • Build/buy/acquire recommendations  

  

Our client experience has shown that starting with Federal Strategy often leads to additional engagements for Mentoring and Business Development Process definition or refinement to optimize how you execute on the strategies we’ve helped you define.  


Capture/BD Mentoring and Coaching

Capture Management and Professional Business Development roles can be great careers with highly rewarding outcomes for the individual and the company. If your capture or BD team doesn’t seem to be achieving what you want them to, or if you’re finding yourself in a “revolving door” situation, give us a call. 


An independent evaluation of your team, the culture that they operate in, and the processes that govern their lives will be enlightening – and will guide us towards the changes you need to take to fire up your team.  Depending on your needs, we can:

  • Assess individuals and teams to identify skill or capability gaps  
  • Mentor individuals on specific projects to provide mature oversight  
  • Recommend team structure or process changes to optimize performance 
  • Participate in pipeline development to hone priorities 
  • Support in other ways – tell us what you think you need!  

Independent Analysis of Key Opportunities

Every company has their “top must-win opportunities” – the ones that everyone inside the company knows they have to win (and all your competitors are gunning for!) A Capture Project Assessment includes an evaluation of the key factors that are linked to a high probability of win – these can be evaluated at any point in the lifecycle to gut check the investments of time and money you’re making. 


Using our proprietary “stop doing stupid shit” analytical methods ensures that the team is prioritizing the activities that will have the greatest impact. And while it might be painful to hear, we’re going to tell you when your “business prevention department” is the problem too – but it’s better to hear that before you submit a proposal than to get the loss notification later right?

  • Evaluation of the 5 factors that have the highest impact to Pwin 
  • Comparison of prior competition to current situation 
  • Competitive assessment 
  • BS Detection and “Is your cup half full of bathwater” analysis 
  • Recommendations on team adjustments to shore up gaps in bid readiness 
  • Tailored recommendations to maximize translation of capture work products into bid content .

Orals Coaching

Orals coaching is the single most rewarding activity in my career.  My coaching approach starts with an assessment of the evaluation criteria and outline of the presentation – because even the greatest presenter will struggle with a crappy outline. And, most proposal teams approach orals decks the same way that they approach a written response – with disastrous results for the presenters.


Ideally we engage for coaching at the end of your capture, before the final solicitation is released – this allows us to help you identify how to effectively use all your deliverables together to create a coherent voice. I’ve also stepped in days before presentation to remediate a team that is struggling – not ideal, but if the presentation is completed within time and no one dies in the process we’ll call that success too. 

  • Solicitation and response outline evaluation 
  • Timing and message investment strategy 
  • Graphics analysis and design for optimal communications and scoring impact  
  • Individual speaker assessment and tailored coaching 
  • Team coaching and presentation management   

Business Development Processes and Workflow Analysis

Not getting what you think you should out of your BD team and practices? We're willing to bet that, if you have a defined process, we can find multiple areas where that process is producing unexpected waste… 


Let’s walk through your process and see where we could potentially streamline it, or where you have steps or requirements that are actually producing unintended outcomes. Sometimes we find that the processes are ok as they are, but the team has misinterpreted the intent and we need to guide them back on track. 


Net-net – every process and every team has room to improve what they are doing so that your process is used as guidance for the team to have maximum efficiency. Because, when it’s all said and done, you’re going to be evaluated on the winning bids your team produces – and if your process is getting in the way of that you need to fix it sooner rather than later. 

FEDSIM Support and Strategy

Image of Nichol Case, Melissa McPhail, and Meredith Graves

Specialist Team with $10B in Wins

FEDSIM  bids are an "extra special" kind of commitment for a team, and too many teams take them on without fully understanding what is different about them. We have a team of specialists that can support and mentor your capture/bid team across the entire lifecycle of a FEDSIM opportunity - and out team has collectively won nearly $10B in FEDSIM bids.   Meet the specialists:


   - Nichol Case

   - Melissa McPhail 

   - Meredith Graves 


Nichol, Melissa and Meredith met and worked together at different points when working for SAIC and GDIT and have carried on long term professional relationships for over 20 years.  We are all independent consultants who work with our own clients, and we also know the power of working together to  solve big problems.  For FEDSIM engagements, you can bring 1 of us in - or all of us in - to supplement and support your teams. 


Like a "standard" orals engagement, we ideally we engage during the capture process. For a FEDSIM opportunity, we have business development expertise that can be engaged to supplement your agency-specific BD to assist with the FEDSIM  relationship management. As BD/Capture bleed together early in the process, we also provide support, guidance and oversight of your capture team to adjust early and plan for the extra difficulties that FEDSIM will bring to the capture process.  


We supplement and support proposal leadership and team  management by applying direct experience with delivering FEDSIM packages - it's not just the orals deck that will kill your team at the end of the process, and you can prevent that last minute panic attack by working smartly in advance of the release. 


Orals coaching is the most obvious place for supplemental help with a FEDSIM bid - and we want to be involved the end of your capture, before the final solicitation is released – this allows us to help you identify how to effectively use all your deliverables together to create a coherent voice. Vitally important in a FEDSIM bid is adjusting your content to ensure that your slides are "speakable," consistent, and can be presented in a compliant manner. Plus - early interaction with your Key Personnel allows us to provide feedback on their ability to contribute to the winning presentation. 


  • Opportunity evaluation and competitive analysis
  • Key Personnel evaluation and recommendations
  • Opportunity BD support
  • Team mentoring and training on FEDSIM specifics
  • Visual communications and slide optimization
  • Graphics analysis and design for optimal communications and scoring impact  
  • Individual speaker assessment and tailored coaching 
  • Team coaching and presentation management   

Other Needs?

  Cool – We love solving problems. Drop me a line and let’s chat!

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