In the proposal evaluation process, different people play key roles at different points in the vendor selection process. The entire body of people involved in the decision are the Decision Making Unit or DMU. Your goal is to identify the key person who has the power to say "Yes!" to your proposal. To do that, it helps to understand the various roles people play.
Key Decision-Maker - This person is the one to whom the others usually defer. He/she is the one who can say "Yes!" while the others in the process can usually say "No". The key decision-maker usually controls the budget or the functional area for your proposal.
Gatekeeper - Often a secretary or special assistant. This person monitors access to the key decision-maker and is not usually part of the selection process.
Veto Voter - This person often has a reason to prefer another firm or provider, and will not vote to hire you, no matter how perfect your credentials and price. He/she may influence the others involved in the process not to accept your proposal. The best you can hope to do is to neutralize their potential reasons to turn you down.
Influencer - Often a long-time friend or associate of the primary decision-maker. This person may have the ear of the real boss and can tip the scales in favor of one bidder from among those equally qualified.
Evaluator - The contact you know best often plays this role. They review and weight the various proposals against the selection criteria and make recommendations for who makes the short list. May or may not be part of the final selection process.
Advocate - This is often a person friend, close business contact, or someone with a sound, friendly relationship with you. This person is your ally and will speak out in your behalf and argue your case when the decision-makers meet behind closed doors. Arm this person with all the facts they need to argue your messages for you.
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The Different Customer Roles in Vendor Selection
19 Saturday, May 2012
The Different Customer Roles in Vendor Selection
Kaye Vivian
Capture Management
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Proposal Writing (19)
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Proposal Protests (5)
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Proposal Management (25)
- The Proposal Plan: The Proposal Manager Prepares this Document to Guide the Proposal Creation Activity
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- Maintaining Positive Contracting Officer Relationships...A List of Do and Don't Recommendations
- Unsolvable Problem: Your Proposal Team Argues over Proposal Quality
- Planning Your Solution vs. Planning Your Content
- The Proposal Plan: The Proposal Manager Prepares this Document to Guide the Proposal Creation Activity
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- Cost of Preparing Proposals
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- Why Create Your Own Draft RFP?
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- Five Easy Ways to Improve Your Proposals
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- The Proposal Plan: The Proposal Manager Prepares this Document to Guide the Proposal Creation Activity
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- PRESIDENTIAL MEMORANDUM ON GOVERNMENT CONTRACTING - RESERVING WORK FOR FEDERAL EMPLOYEES
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Earned Value Management (1)
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Competition Analysis (8)
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Risk Management (1)
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Capture Management (19)
- The Business Capture Report Card - Phase Five
- The Business Capture Report Card - Phase Four
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- The Business Capture Report Card – Phase One
- The Business Capture Report Card - Introduction
- How to Capture the Win
- Proposal Writing Myths and Realities
- Proposal Espionage, a Cautionary Tale
- Why Should the Customer Select You?
- The Art of not being eliminated
- What Makes a Must Win Opportunity Any Different?
- 47 Things to Know Before The RFP is Released
- Alternate Proposals Why You Should (Almost!) Never Submit One
- Program Manager: To Win, You MUST Offer a PM with Customer Recognition
- Ten Things You Probably Did Wrong on Your Last (Losing) Proposal
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- The Different Customer Roles in Vendor Selection
- What's the Most Important Thing to Know about Winning Proposals?
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Proposal Evaluation (1)
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Government Procurement (7)
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- Who Should Write The Proposal
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Contract Management (9)
- "Incumbent-itis”: How Incumbents can Lose the Proposal Competition
- Defending Incumbent Contracts - The "Vulnerability Assessment"
- Why Your Company Should Consider the Blanket Purchase Agreement
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- Wired RFPs
- Inexperienced Negotiators
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- Do Contractors Have to Police the Government?
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Business Development (8)
- The Proposal Market in 2012
- Predictions for the Proposal Market in FY 2012
- Business Development Goals Creating Winning Teams
- The Goal of Good Business Development
- The Role of the Pipeline in Managing Business Development
- 101 Things Your Business Development Process Should Address
- Managing the Transition from Business Development to Proposal
- Simple Guidelines Small Business can Use to Measure Business Development
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Virtual Proposal Preparation (1)
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Unsolicited Proposals (1)
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Performance Based Service Contracts (PBSC) (3)
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Grants (1)
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Executive Summary (1)
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First Time Proposals (2)
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Key Concepts
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