Future Events
Madison Area Events Milwaukee Area Events Northeast WI Area Events
How "Lean Thinking" Could Revolutionize the Proposal Process

ABOUT THE PROGRAM
The way we consume information has changed. Brevity and graphical content are our norms. So why do we use the same stale proposal formats we’ve used for decades? A/E/C firms prepare 20 - 50+ page proposals for projects of all sizes because Owners require them in response to tired RFQs/RFPs. Owners complain they review dozens of proposals that read and look almost identical. A/E/C firms lament assembling lengthy proposals that can't possibly be read in detail.
But this stale approach is experiencing some disruption. Among the disruptors is Lean's A3 Thinking – using 11” x 17” sheets of paper. Long used by other industries as a decision-making tool, some Owners now require A3s in lieu of traditional proposals. These submissions force firms to provide concise and curated information, eliminating boilerplate and using sophisticated graphics in the presentation, including infographics and other graphical elements. Some owners also use A3s to review design options and for project status reporting.
Savvy firms are incorporating A3s into proposals without being asked for them, using A3s for executive summaries or to present complex data. This approach allows A/E/C firms to introduce owners to the benefits of A3s, paving the trail for future A3-only submissions.
In this program, you can expect to learn:
- How and where Lean Principles apply to the Design and Construction Industry
- How A3 Thinking is being used to streamline professional selections
- Best practices and lessons learned from those who use A3s in selections
- How to balance strategic thinking and graphic design in A3 proposals
- Helpful hints to how to incorporate A3s in project management, decision-making, and reporting as well as to enhance traditional proposal formats
This program is especially helpful for business development directors, marketing directors, and upper management, but marketing managers and staff would also benefit.
HOW WILL YOU JOIN?
Upon Registering You Will Be Emailed Instructions For Joining The Program Via Zoom
- Please make sure to add SMPS Wisconsin emails to your approved sender's list and or verify your email with SMPS Wisconsin.
- If you're still not able to locate the information, please reach out to [email protected] for connection details.
ABOUT THE SPEAKER
An SMPS member since 1999, Ann Leiner founded Stacey & Associates in 2004. Her firm connects building owners with A/E/C professionals through creative marketing and business development strategies. For the last several years, Ann has helped design and construction firms as well as construction owners better understand the value of lean proposal and project management processes.
Connect with Ann on LinkedIn to learn more.
Tickets
$10.00 SMPS Member Registration (SMPS-WI)
$10.00 SMPS Member Registration (Other Chapters)
$20.00 Non-Member Registration