Javier Escartin

An engineer who loves proposals

Javier Escartin

An engineer who loves proposals

Perspectives on how to manage meetings and remote work for better proposal management and writing

Proposal development team in a bid management meeting
Photo by Jason Goodman

This post presents a compilation of perspectives I’ve discussed with the proposal professionals in my newsletter and which I think can help peers do better at proposal/bid/grant management and writing.

Some of these topics are covered in detail in different posts in this same blog, so dive into it for more information about processes, best practices, methodologies, techniques, resources, tips, and tricks.

To receive tips, stories, and insights on bidding, proposals, and tech—along with valuable resources—directly in your inbox for free, sign up here: Top Proposals Stuff.

Revolutionizing Communication: Beyond Meetings in Proposal Management

In the dynamic field of proposal management, traditional meetings are often seen as the go-to method for information exchange and decision-making. However, the shift towards more efficient, asynchronous communication methods is proving to be not only effective but essential for those leading the charge in both freelance proposal management and innovative software tool businesses.

The key to this transformation lies in questioning the fundamental purpose of each meeting. Is it to disseminate information or to gather insights? More often than not, these objectives can be achieved through asynchronous channels like emails, direct messaging apps, shared documents, and wikis. This approach not only saves time but also respects the varying schedules and work rhythms of team members and clients alike.

Proposal writing best practices and proposal management methodologies are evolving to embrace these asynchronous tools, allowing for a more streamlined and focused approach to proposal development. By reducing the reliance on meetings, proposal professionals can allocate more time to refining their proposal writing skills, conducting proposal writing research, and engaging in proposal writing workshops to further their expertise.

However, it’s acknowledged that certain collaborative tasks, such as brainstorming sessions for complex problem-solving, still benefit greatly from real-time interaction. The dynamic exchange of ideas in these scenarios often leads to innovative solutions that might not surface in a more structured, asynchronous environment.

For proposal professionals looking to enhance their efficiency, adopting this selective approach to meetings can lead to significant improvements in productivity and work-life balance. It encourages a culture where communication is purposeful, and time is valued, setting a new standard for how proposal teams operate in a fast-paced, result-oriented industry.

Navigating the Fear of Remote Proposal Management

The reluctance to embrace remote proposal management often stems not from practical concerns but from deeper, unspoken fears of losing control. While common justifications cite distractions or the need for physical oversight, the root issue frequently lies in a primal instinct for direct supervision—a trait particularly pronounced in certain leadership styles.

This instinctive need for control can create significant barriers to adopting remote work policies, despite the clear benefits in flexibility, efficiency, and access to a broader talent pool. For proposal professionals, this environment can be stifling, limiting the potential for innovation and adaptability in the proposal process.

To improve proposal writing skills and effectiveness, it’s essential to address these fears head-on, presenting remote proposal management not as a loss of control but as an opportunity to enhance team autonomy, responsibility, and productivity. Demonstrating the success of remote work through tangible results, such as improved proposal quality, higher win rates, or increased team satisfaction, can help alleviate concerns.

In cases where leadership’s apprehension is deeply ingrained, a gradual approach to change may be most effective. Starting with hybrid models or pilot projects can provide a low-risk environment to test and refine remote proposal management practices. Investing in proposal management training and tools that facilitate remote collaboration can also help build confidence in this approach.

Ultimately, if an organization’s culture remains fundamentally opposed to remote work, proposal professionals may need to consider opportunities elsewhere. The demand for skilled proposal experts in more progressive environments can offer a path to a more fulfilling career, free from the constraints of outdated management philosophies.

In conclusion, overcoming the fear of remote proposal management requires a combination of strategic communication, demonstration of value, and, when necessary, the courage to seek environments that better align with modern work practices.

Rethinking Meetings in Proposal Management

In the fast-paced world of proposal management, time is a precious commodity. The traditional approach to scheduling meetings for information delivery and collection can significantly impede productivity. It’s essential to question the necessity of each meeting, considering the impact on team efficiency and overall proposal development.

Efficient Information Exchange: Leveraging technology to share and gather information asynchronously respects individual schedules and maximizes productivity. Tools like shared documents, project management software, and collaborative platforms enable precise, targeted communication without the need for synchronous meetings.

Focused Collaboration: When meetings are deemed necessary, ensure they are purposeful, well-planned, and involve only the essential participants. This approach minimizes disruptions and keeps the proposal team focused on their primary objective—crafting winning proposals.

Empowering Autonomy: Encouraging team members to manage their schedules and contribute asynchronously can lead to more thoughtful, well-considered inputs. It allows for deep work periods, essential for the complex task of proposal writing and strategy development.

In conclusion, while meetings can sometimes be valuable for brainstorming or critical decision-making, their overuse can be detrimental. Embracing asynchronous work methods not only streamlines the proposal development process but also fosters a more flexible, empowered, and efficient team dynamic.

Evaluating the True Cost of Meetings in Proposal Management

In the fast-paced world of proposal management, meetings are often considered essential for collaboration and decision-making. However, not all meetings are created equal, and their costs can sometimes outweigh their benefits. To ensure that meetings are truly adding value, it’s crucial to assess their cost comprehensively.

Components of Meeting Cost:

  1. Preparation Time: The time team members spend preparing for the meeting, including reviewing documents, creating presentations, and formulating points for discussion.
  2. Meeting Time: The actual duration of the meeting, which often extends beyond the scheduled time due to late starts or overextended discussions.
  3. In & Out Time: The transition time before and after the meeting, including the mental shift required to engage with the meeting’s topic and then refocus on other work.
  4. Cost of Disrupting Focus: The impact on productivity when team members are pulled away from deep work or critical tasks, which can delay progress on proposal elements.
  5. Opportunity Cost: The value of work that could have been accomplished had the team members not been in the meeting, particularly relevant for highly specialized professionals whose time is best spent on activities directly related to proposal development.

Assessing Meeting Worth:

  • Align with Objectives: Ensure that the meeting’s purpose is directly aligned with the proposal’s objectives and that the expected outcomes justify the time invested.
  • Participant Relevance: Limit attendance to those who have a direct stake in the meeting’s agenda or whose input is crucial for decision-making, minimizing the opportunity cost.
  • Alternatives to Meetings: Consider whether the goals of the meeting could be achieved through more efficient means, such as asynchronous communication or collaborative tools, which can reduce preparation and in & out times.
  • Continuous Evaluation: Regularly review the effectiveness of meetings in achieving their objectives versus the costs incurred, adjusting the approach as necessary to optimize productivity and proposal quality.

By taking a holistic view of meeting costs and critically evaluating their necessity and efficiency, proposal teams can make informed decisions about when and how to convene, ensuring that every meeting is an investment towards the proposal’s success rather than a drain on resources.

Rethinking Meetings in Proposal Management

Meetings, often considered a staple of corporate collaboration, can significantly impact productivity and project timelines, especially in proposal management. It’s crucial to assess their true cost and explore more efficient alternatives.

The True Cost of Meetings: Meetings not only consume the scheduled time but also the preparation and follow-up time, disrupting deep work periods and potentially delaying critical tasks related to proposal development.

Alternative Strategies:

  • Leverage Asynchronous Communication: Tools like shared documents, project management software, and collaboration platforms can reduce the need for live meetings by allowing team members to contribute at their peak productivity times.
  • Implement Stand-up Meetings: For necessary sync-ups, consider brief stand-up meetings that are time-boxed to 15 minutes to share updates and challenges without derailing the day’s workflow.
  • Selective Scheduling: Reserve meetings for discussions that truly require real-time interaction, such as brainstorming sessions or complex decision-making that can’t be effectively managed asynchronously.

Calculating Meeting Costs: Consider factors like the hourly rate of each attendee, the preparation time, and the opportunity cost of work they could be doing instead. This calculation can illuminate the true expense of meetings and motivate the search for more efficient communication methods.

Transition to More Async Work: Embracing asynchronous work can enhance focus, improve work-life balance, and lead to more thoughtful contributions to the proposal process.

If you’re looking to minimize unnecessary meetings and shift towards a more asynchronous workflow in proposal management, assessing the effectiveness of current meetings is a great first step. For personalized advice on calculating meeting costs or implementing asynchronous communication strategies, feel free to reach out.

Streamlining Proposal Management: Beyond Meetings

Efficiency in proposal management isn’t about the number of meetings; it’s about the effectiveness of each interaction. A kick-off meeting might be essential to align goals and expectations, but beyond that, reliance on endless meetings can be a sign of outdated practices. The key is to keep your ego in check and focus on what truly drives progress.

In the realm of proposal writing and bid management, the use of modern tools and methodologies far outweighs the traditional, often cumbersome approaches like over-reliance on meetings, emails, and spreadsheets. This is especially true for complex, high-value proposals that involve multiple teams across different geographies. Adopting a more streamlined approach, leveraging proposal writing diagrams, proposal management methodologies, and knowledge management models, can significantly enhance efficiency and outcomes.

Moreover, embracing proposal management best practices and bid management training can equip teams with the skills necessary to navigate the intricacies of proposal development without getting bogged down in counterproductive meetings. This approach not only saves time but also fosters a culture of clarity, focus, and strategic thinking, essential for winning proposals. Remember, in the high-stakes world of proposal management, simplicity and efficiency often lead to the best results.
Rethinking the True Cost of Meetings in Proposal Development

Meetings, often seen as a cornerstone of collaboration, can indeed become a luxury in the fast-paced world of proposal development. Despite best efforts to streamline—clear objectives, prepared participants, controlled durations—the resource investment is substantial. It’s not just about the direct costs; consider the opportunity costs and the impact on productivity.

To truly assess the value of meetings, calculate their real cost. Factor in the hourly rates of all participants, the preparation time, and the potential delay in proposal progress. This isn’t to say all meetings are without merit, but rather to encourage a critical evaluation: Is the real-time interaction worth the investment?

Adopting alternative strategies—such as asynchronous communication, targeted check-ins, and efficient use of project management tools—can significantly reduce the need for frequent meetings. These methods respect the time and contributions of each team member, allowing for deeper focus on the proposal writing process and bid management best practices.

In essence, challenge the default meeting culture. Seek efficiencies that not only save costs but also enhance the quality and responsiveness of your proposal efforts. This mindset aligns with proposal management methodologies and best practices in proposal writing, emphasizing agility, efficiency, and strategic resource allocation.

Javier Escartin
Hey! It's me, Javi, an engineer who loves proposals with 12+ years in the field. First, as an employee for big Government RFPs, then freelancing for technology companies, and now primarily focused on running DeepRFP.com, a kit of 15+ AI tools designed for bidding that I founded. Oh! And I talk proposals all day long with the 2000+ professionals in my newsletter. Join us to get top proposals stuff for free! ↓↓↓

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Hey! It’s me, Javi. Just a quick note: if AI in proposals is something that interests you, I go deep dive with particular use cases here: DeepRFP/blog, such as, for example, executive summaries, compliance matrices, outlines, color teams, assessments, and more. It is also where you can try 15+ AI bidding tools for free.

Javier Escartin

Javier Escartin

Hey! It's me, Javi, an engineer who loves proposals with 12+ years in the field. First, as an employee for big Government RFPs, then freelancing for technology companies, and now primarily focused on running DeepRFP.com, a kit of 15+ AI tools designed for bidding that I founded. Oh! And I talk proposals all day long with the 2000+ professionals in my newsletter. Join us to get top proposals stuff for free! ↓↓↓

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At jescartin.com (owned by DeepRFP, S.L.U.), we will process your information in order to send you thoughts on proposals and technology, which could include the promotion of related products and services. You may exercise your rights of access, rectification, limitation, opposition, portability, or withdraw consent by contacting stuff@jescartin.com. Further details in the Privacy Policy.