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

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

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

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

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 1/27/2016 Canerossi Consulting, Inc. Copyright 2016

When to Storyboard Typical Proposal Sequence of Events RFP Outline Solution Design Workshop Storyboarding Draft(s) Final We Are Here 1/27/2016 Canerossi Consulting, Inc. Copyright 2016

Storyboard Process  Header Information Book Boss Completes x.0 thru x.9 As of your last save Book Boss Completes 1/27/2016 Canerossi Consulting, Inc. Copyright 2016

Storyboard Process  Instructions to Author Book Boss Completes 1/27/2016 Canerossi Consulting, Inc. Copyright 2016

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 1/27/2016 Canerossi Consulting, Inc. Copyright 2016

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

Storyboard Process  Annotated Outline: Stage 2 EXAMPLE Author completes using bullet statements Thoughts, concepts, ideas, No sentences No Copy n’ Paste 1.2.3 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 1/27/2016 Canerossi Consulting, Inc. Copyright 2016

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 1/27/2016 Canerossi Consulting, Inc. Copyright 2016

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 1/27/2016 Canerossi Consulting, Inc. Copyright 2016

Storyboard Process  Proof Points EXAMPLES Substantiates one or more claims made in the body of the proposal Numbers matter! 1/27/2016 Canerossi Consulting, Inc. Copyright 2016

Storyboard Process  Sign Off Book Boss Approves once Storyboard is ready for Color Team review 1/27/2016 Canerossi Consulting, Inc. Copyright 2016

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