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Project Management The Managerial Process

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The big day has arrived, the day on which your customer decides which of the competing bidders has won his new project. As the Project Manager, you may or may not be the first to hear the news. Customers work differently. Sometimes a member of the customer's staff, or more than one, will "whisper" the news to his opposite number in the bidding company and sometimes full protocol will be observed, with a formal communication being sent from the customer's Contracts Manager to your Commercial Manager. Either way, the Project Manager will be one of the first to hear the good news that your bid was considered to be the best and that the job now starts in earnest.



Bearing in mind that a large part of the Project Manager's job is man management, one of your first duties should be to arrange a celebration for all the people who worked on the bid. This sign of appreciation will do wonders for staff morale and will ensure that you have a willing team. Depending on the value of the project, this celebration might be a beer in the pub or a full blown lunch. Don't forget to include everyone or this will have the opposite to the desired effect. When having your celebration, use the opportunity to praise past efforts and lay out future expectations.

At this early stage, your other major task will be to ensure that someone is arranging your office accommodation. If you work for a large company which likes to co-locate its project personnel, you will need to make sure that someone is taking care of space, storage and communications so that your staff can quickly settle down and devote themselves to making the project a success.

After the celebration (the same day might not be such a good idea), call your first project meeting for your senior team members. At this stage, it is unlikely that your company will actually have signed the contract for this project so before that happens, more work is necessary. Your team will need to again review the customer's documentation to ensure that they still say the same as they did when you responded to the bid. It's not unheard of for a customer to try and sneak in a few extra requirements when they think you're not looking. You will also need to make sure that your responses to both the Invitation to Tender and any subsequent questions have been included in the new documentation and that the price, payment plan, technical solution and everything else, have been acknowledged.

As long as all the documentation is in order, it is normal practice to go ahead with the project, even without the benefit of a signed contract. Often, the customer will have sent a formal Instruction to Proceed agreeing basics such as the price. You will probably need this to get project funding signed off by the senior financial people in your organisation, enabling you to get on with the job.... and that's where the next article will take us.
Project Management The Managerial Process
Well, you got the bid in on time, possibly by dint of having your bid team, including word-processors and print-room staff, working all night. You now have a few weeks in which to have a short post-mortem, ensure that all the in-house copies of the bid paperwork are safe and to return to your normal job managing the projects that the company is already working on.

You will be aware of your customer's stated adjudication period which may be anything from a couple of weeks to several months, or even years, depending on the complexity of the bid. The customer will have a review team in place and they will, almost certainly, be compiling a list of questions about your bid and those of your competitors.

You should have a procedure in place for handling these questions. They should come from one designated member of your customer's team to one designated member of your team. That person should record each question as it comes in, the name of the person to whom it has been sent for answering, the answer and the date on which the answer was returned to the customer. In this way, all questions will be answered in a timely fashion and they won't have the opportunity to get lost between members of the team.

When all the questions have been answered in writing, the customer may want a face to face meeting with your team in order to have you clarify your answers to his questions or he may give each competing company the opportunity to give a presentation with final clarifications of their technical solution and other matters. You must be prepared for this.

If the customer want a presentation, it will need to be slick. Don't have too many people presenting and make sure they know what they're talking about. Have rehearsals in front of senior management and be prepared to answer more questions.

If possible take a laptop computer with a Powerpoint presentation ready installed. Be sure to take a backup disk as well as paper copies of your presentation, just in case of a technology failure of some sort. In this way, you will have done everything possible to make sure that you win this project.
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