RFP Strategy, Trends and Professionalism, Part 2 – with Ajay Patel - EP061 - podcast episode cover

RFP Strategy, Trends and Professionalism, Part 2 – with Ajay Patel - EP061

Nov 05, 201940 minEp. 61
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

In the last 20 years, proposal professionals have done a lot of work in developing best practices around the proposal process, defining the skills and competencies required to craft a winning RFP. But we have yet to clearly define what professionalism means for our trade craft in terms of mindset or attitude. So, how has the proposal industry evolved over time? How can our community set the trends for a better future? How do we want others to see us?

Ajay Patel has an extensive history in the proposal space, developing expertise in entrepreneurship, strategic partnerships, and business development. Today, he serves as the President and CEO of SMA, a management consulting firm that helps its clients compete to win business. Ajay received an MBA in Strategy and Finance from USC’s Marshall School of Business and a BA in Physics from Johns Hopkins.

On this episode, Ajay joins us to share a historical perspective on the evolution of the proposal industry and weigh in on the areas the community should look at moving forward. He explores the possibility of creating a process for proposal strategy, the development of visual literacy, and the pivotal role narrative plays in the RFP response. Listen in to understand the five models of nonfiction storytelling and learn Ajay’s take on what professionalism means in our trade craft.

Key Takeaways

A historical perspective of the evolution of the proposal industry

The industry leaders who facilitated the shift from art to process

Ajay’s view of the proposal community as would-be trendsetters

The areas of the RFP space Ajay wants the community to explore

  • Strategy
  • Graphics
  • Role of narrative
  • Professionalism

The growing importance of visual literacy in an Instagram world

The potential applications of AI on the evaluator side of RFPs

Adler and VanDoren’s 4 levels of reading

  1. Elementary
  2. Inspectional
  3. Analytic
  4. Synoptic

The data around a reader’s mental capacity for processing

Ajay’s 5 models for nonfiction storytelling

  1. Iconic social science argument
  2. Medical rounds approach
  3. Inductive reasoning
  4. Deductive reasoning
  5. Ethnographic

Why SMA hires for attitude first and fills in skills gaps

Connect with Ajay

SMA

SMA on Facebook

SMA on LinkedIn

SMA on Twitter

SMA on Vimeo

SMA on Instagram

Ajay on LinkedIn

Ajay on Twitter

Connect with Lisa

The RFP Success Community on LinkedIn

Lisa’s Website

Lisa on Twitter

Lisa on Facebook

Lisa on LinkedIn

Subscribe on iTunes

Email lisa@lisarehurek.com

Resources

APMP

Writing the Technical Report by J. Raleigh Nelson

‘STOP: How to Achieve Coherence in Proposals and Reports’ by J.R. Tracey, D.E. Rugh and W.S. Starkey

The Anatomy of a Win by J.M. Beveridge

Creating Superior Proposals by J.M. Beveridge

How to Write by Alastair Fowler

How to Read a Book: The Classic Guide to Intelligent Reading by Mortimer J. Adler and Charles Van Doren

The Aspen Institute

Understanding Comics: The Invisible Art by Scott McCloud

The Clash of Civilizations by Samuel P. Huntington

The World is Flat: A Brief History of the Twenty-First Century by Thomas L. Friedman

Guns, Germs, and Steel: The Fates of Human Societies by Jared M. Diamond

Out of Africa by Isak Dinesen

TRW Consulting

The RFP Success Book by Lisa Rehurek

For the best experience, listen in Metacast app for iOS or Android