When creating a Task Order for an IDIQ, it is important to follow the nine kickoff goals to help make your task order effecting and make sure that it is a living breathing document.
As I was teaching our IDIQs and Task Orders course on Monday, we were reviewing the best practices for a quick and efficient proposal development process. One practice was conducting a proper kickoff meeting. After attending many proposal kickoffs (some of which included a proper breakfast and a long PowerPoint), and then watching a proposal unravel, I have figured out what needs to happen in order to prevent a disaster. I distilled the information that needs to be shared with the proposal team into nine kickoff goals. It doesn’t matter what the size of the team is and what the length of a proposal is, you have to address all the goals – or there will be problems, guaranteed.
One of these goals is obtaining a management buy-in. First, make sure that you and your teammates’ senior management is present at the kickoff. Since management usually grapples with a busy schedule, the portions of your kickoff content that you want them to hear the most should be put in the beginning of your brief, and addressed in a discreet chunk of time, with management in attendance, so they can leave afterwards. You especially need to win their support for your:
The kickoff is the time to express confidence in your team’s ability to win, and to get everyone excited and ready for the “fight.” But, do not sound overconfident – so that you inspire complacency in your team, and don’t commit career suicide with the senior management, in case you make it seem like a slam dunk. This may prevent you from getting the resources and support needed if you run into trouble around mid-proposal stage, and will definitely backfire if you don’t win.
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