White Papers and Research Reports

Lore invites you to sample our white papers and research reports. Call 800-866-5548 or e-mail impact@lorenet.com for an electronic copy of any of the reports listed below, or please click here to be on our quarterly e-briefs list, to receive our newsletter and copies of our most recent white papers.

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Business Development

A Bidder's Dozen: Golden Rules for Winning Work
After all of the years my Lore colleagues and I have spent winning clients and working with them across the industries and around the world, every time we collaborate once again, we seem to return to certain basic and relatively simple concepts that drive what we do. We call them the Golden Rules.

Are You Differentiating Your Organization On Price Alone
There is always one differentiator in the client's mind: price. So if features, quality, cost of ownership, performance, and other critical factors are all essentially the same for competing solutions, then only the fool would buy anything other than the lowest-priced solution. Your first-tier competitors all have tremendous expertise and, although their products are not going to be direct replicas of yours, theirs are just as acceptable to the market in general and clients in particular. So with equal talent and capability in front of a client, why will they choose you?

Behavioral Differentiation
It is becoming increasingly difficult to differentiate goods and services in the marketplace today. When your company innovates, your competitors quickly assimilate those innovations and level the playing field. One area of differentiation, however, is difficult to copy. That area is behavior.

Checkmate! How Business Development Is Like Chess
Chess is a revealing metaphor for business development, including what needs to be done and won. Business development is like chess in that it has a clear opening, middle, and ending. It demands a thorough knowledge of the rules of the game and of the opponents. To win, you have to understand the situation as it changes from one move to the next, and you must develop and execute an effective strategy that evolves dynamically as positions lead to opportunities and opportunities become contracts.

Designing Technology Proposals for Mixed Audiences
Technology—no matter how advanced or "cutting edge"—doesn't communicate itself and, if poorly communicated, may be partly or totally rejected. This means that technology-based solutions get funded, built, or otherwise adopted only when decision makers have clear and compelling reasons to endorse your proposal—as opposed to your competitors'—about those solutions. In today's brutally competitive technology markets, technology is not just having a great product—or even a great message—because all technology leaders do. For bottom-line customers it's not enough to know some technically elegant solution. Customers need to know why they should buy it and why they should buy it from you. Such a crucial message may be anything but technical.

Selling the Sizzle, Not the Steak
It's hard to find heroes in the world of sales and marketing, but Elmer Wheeler may, in fact, be a sales hero. Before writing my first proposal, I held the typical view of salesmen: loudmouthed, overbearing, full of hype, lacking subtlety and substance. Then I began writing proposals—losing proposals. And I asked myself why I was losing them. I learned slowly and painfully that proposals are not engineering documents. They're not technical reports, specifications, dissertations, or treatises. They are sales tools. Their purpose is to sell something to somebody. Understanding that distinction made all the difference in my proposals. Now I think Elmer Wheeler's dictum—In proposals, you have to sell the sizzle to sell the steak—is at least half right. Although I believe Wheeler was right about what you sell to buyers, I frame this advice a little differently: I tell them to write customer-oriented proposals—written from the customer's point of view.

Telling a Compelling Story in Your Proposal
Many proposals are not compelling. At least 80 percent suffer from a common problem—they are feature-rich descriptions of the proposer's products and services but do not link those features to the customer's goals and key issues and do not substantiate their claims. To tell a compelling story in a proposal, it must speak to the customer's problems, needs, and goals. The solution offered must answer that customer's needs and must show why the chosen solution is best for that customer.

The Kickoff Meeting
Of all the milestones in the proposal process, none may be more important than the kickoff meeting: important for the company; for the proposal core team; for each contributor; and, ultimately, for the customer. Properly conceived, the kickoff meeting is not just a symbolic gesture whose real purpose has long been forgotten, leaving little more than a standardized ceremony of corporate cliches before the storm. The kickoff meeting is, or should be, the moment of truth for the people who must plan and execute the proposal effort because it allows you to begin applying three principles fundamental to proposal management: Teamwork; Project Plan; and Process.

What It Takes to Win
To win a competitive bid, you must build preference on top of two solid foundations: credibility and acceptability. You must have a credible solution to the customer's problems and needs, and you must be acceptable to them as supplier. However, credibility and acceptability alone will not seal the deal. You must also establish a preferred position with the people in the customer's organization who will make or influence the selection decision. How do you establish credibility, acceptability, and—most importantly—preference?

Why You Will Lose If You Wait
According to an old adage, "If it weren't for the last minute, a lot of things would never get done." Does that describe your business development efforts? Do you typically start late and not finish the proposal until the last moment? Does this describe the way you normally work? My point is not to make you feel guilty because you procrastinate. There's always so much to do that you can never get ahead; you can only keep from falling farther behind. Still, would anyone argue with the idea that you should start early when pursuing new business development opportunities? It's self-evident that starting earlier is better.

Winning More Than Your Share
Barely a day goes by that I'm not working with clients one way or another to address their most urgent business goal: build market share. In one instance, a global engineering firm submitted approximately 100 proposals during their fiscal year and didn't win a single project. They went into an intense strategy session and when they emerged, their strategy for the new year would be to submit 200 proposals. When they called me to get my opinion, I said, "Well, with any luck, you'll double your win rate." So after that, I suggested a different approach: Instead of pursuing opportunities, you need to pursue customers. Achieving the transition from opportunity selling to behaviorally differentiated customer relationships, leads to time share, mind share, wallet share, and market share—resulting in winning more than your share.