1. Storyboarding For The Win
Proposal Bay
Storyboard Phase
Canerossi Consulting, Inc. Copyright 2016

2. Introduction Education Grissom HS: 1974 USA: 1978 Employment US Army
1978 – 1983
1986 – 2000
Diversified Products
1983 – 1986
IBM
2000 – 2010
Canerossi Consulting
Present
Certifications
CPIM: 1985 – Present
PMP: 2002 – 2012
IBM Senior PM: 2002 – 2005
IBM Executive PM:

3. Canerossi Consulting, Inc. Copyright 2016
Agenda
What is a Storyboard
Why Storyboard
The Storyboard Process
Header Information
Instructions to Authors
Thesis Statement
Annotated Outline Stage 1
Annotated Outline Stage 2
Graphic
Strengths and Advantages
Proof Points
Sign Off
Summary
1/27/2016
Canerossi Consulting, Inc. Copyright 2016

4. What is a Proposal Storyboard
A high level representation of how your proposal will unfold, section by section, focusing on the message you want the evaluators to comprehend
A conceptual planning tool used to help authors plan each section before drafting text
Storyboards are the use of bullets, words, and graphics to outline a concept
1/27/2016
Canerossi Consulting, Inc. Copyright 2016

5. Canerossi Consulting, Inc. Copyright 2016
Why Storyboard
Yes, it’s hard
Rapidly get ideas on paper
Reduces upfront B&P costs
Permits early and iterative management reviews
Quick and easy to modify
Minimizes idea lock-in
Reduces blind reuse of previous art, i.e., the old copy n’ paste the last proposal
Drives authors to create content tailored to this customer or this deal
Establishes appropriate direction for the writing to prevent unfocused - or even worse, completely irrelevant - content from making it into the proposal
But, it’s worth it
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Canerossi Consulting, Inc. Copyright 2016

6. When to Storyboard Typical Proposal Sequence of Events RFP Outline
Solution Design Workshop
Storyboarding
Draft(s)
Final
We Are Here
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Canerossi Consulting, Inc. Copyright 2016

7. Storyboard Process  Header Information
Book Boss Completes
x.0 thru x.9
As of your last save
Book Boss Completes
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Canerossi Consulting, Inc. Copyright 2016

8. Storyboard Process  Instructions to Author
Book Boss Completes
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Canerossi Consulting, Inc. Copyright 2016

9. Storyboard Process  Thesis Statement
Concise summary of the section’s main point, i.e., what you want the evaluator to remember
Usually one sentence that appears at the beginning though it may occur as more than one
It is developed, supported, and explained in the follow on text
Author Completes
Examples
Early and continuous stakeholder involvement with demonstration based Rolling PDRs improves issue identification and resolution
Our Agile approach enables Army Business Process Owners to validate the “as built” system configuration and SW functionality at the end of each sprint
Our testing approach includes full regression testing to make sure adding new functionality doesn’t negatively impact on-going operations
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Canerossi Consulting, Inc. Copyright 2016

10. Storyboard Process  Annotated Outline: Stage 1
Book Boss Completes Initial Outline , i.e., first and second level headers
Book Boss provides GUIDANCE to author based on Solution Design Workshop
1/27/2016
Canerossi Consulting, Inc. Copyright 2016

11. Storyboard Process  Annotated Outline: Stage 2
EXAMPLE
Author completes using bullet statements
Thoughts, concepts, ideas,
No sentences
No Copy n’ Paste
Describe the Integrated Process Framework
Built on CMMI/IITIL framework
Tailored to meet customer needs
Each process area consists of multiple sub- processes
Comprised of all processes required to operate the data center
Does not include processes required for build & fit out
All processes are documented to CMMI standards
Obtain SCAMPI Level 3 assessment during first year of operation
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Canerossi Consulting, Inc. Copyright 2016

12. Storyboard Process  Graphic
Always attempt to create at least one
Rough sketch – don’t expend lots of time making it look good
May not use it in proposal
Drives author to think through “how” the work gets done
Helps identify risks and opportunities
Helps identify strengths and advantages
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Canerossi Consulting, Inc. Copyright 2016

13. Storyboard Process  Strengths and Advantages
EXAMPLES
What’s a Strength?
An aspect of an offeror's proposal that has merit or exceeds specified performance or capability requirements in a way that will be advantageous to the Government during contract performance
What’s an Advantage
A condition giving a greater chance of success
Expressed in one or more of these terms
Risk
Cost
Schedule
Performance
Quality
Quantified if possible
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Canerossi Consulting, Inc. Copyright 2016

14. Storyboard Process  Proof Points
EXAMPLES
Substantiates one or more claims made in the body of the proposal
Numbers matter!
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15. Storyboard Process  Sign Off
Book Boss Approves once Storyboard is ready for Color Team review
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16. Canerossi Consulting, Inc. Copyright 2016
Summary
Storyboarding is ……
difficult, challenging, and demanding
designed to be a thought provoking exercise that focuses the author on the customer’s requirements
a powerful tool, when used correctly, that will save time and money
the foundation to a winning proposal
1/27/2016
Canerossi Consulting, Inc. Copyright 2016