1. EachPod

037: Remove the Waste in Your Proposal Process Using Lean Principles

Author
Lindsay Diven
Published
Wed 11 Aug 2021
Episode Link
https://www.marketerstakeflight.com/37

Have you ever wanted to refine your proposal process? How do you ruthlessly eliminate waste from your proposals? In today’s episode, we are talking to Kathryn Bennett, CPSM about lean principles.

We’ll be helping you reduce your non-value added activities in your proposals and help you measure your process effectively. You’ll understand how to ask “WHY” problems are occurring and start working on how you can fix them.

A few highlights you may want to review:

  • Kathryn's experience: 1:40
  • What are the lean principles? 3:39
  • Where do you see inefficiencies in your proposal management today? 5:11
    • Waste - Information for experts: 5:44
    • Waste - Review Purgatory: 6:00
    • Waste - Put your hands on the right content: 6:20
  • Lean process improvement: 8:47
  • Late edits: 10:59
  • Root cause analysis - ASK WHY 5X’s:  11:23
  • What should or proposal department measure? 12:47
  • Trends for inefficiencies: 13:58
  • Some metrics to think about: 15:20
  • Go with your gut to make the change: 16:34
  • What one thing can you do to be more efficient? 18:03

About our Guests:

Kathryn Bennett, CPSM

Director of RFP Excellence, Loopio

Kathryn Bennett, CPSM is the Director of RFP Excellence at Loopio. She has more than a dozen years of proposal management and technical communications experience. Kathryn believes that every proposal manager should be able to go home at the end of a 40-hour workweek, and she's made it her personal mandate to support better processes so proposal managers don't suffer from burnout. 

Links Mentioned in this Episode:


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