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Advance Capture Management (On Demand)

Original price was: $1,195.00.Current price is: $995.00.

This training takes capture management to the next level, showcasing exactly what it takes to maximize win probability and mastermind the most effective win strategy. You’ll learn techniques for conducting various forms of competitive analysis, including Black Hat sessions; win strategy workshops, and solution development (Concept of Operations (CONOPS)) brainstorming sessions; creating advantageous teaming arrangements; and much more.

This training also focuses on advanced techniques of sales and customer engagement, ensuring that your Government customers eagerly anticipate your bid proposal and award the contract to your company. It provides a list of resources for researching the background of bid opportunity, so that you find information and connect the dots like professional researchers.

SKU: ONDEM-ADVCAPM Category:

Description

OST’s optimized capture process (as opposed to Shipley’s training) focuses on only six areas of capture that make a winning difference: customer engagement, intelligence gathering, win strategy development, competitive analysis, teaming, and solution development. This class shows the holistic view of how all these areas impact one another, versus a linear process, ensuring deeper understanding of capture planning that increases your Pwin.

During the training session, participants will brainstorm using a variety of case studies to learn the principles taught in the class.

This course is for those who have experience with capture management. It builds advanced skills by offering a deeper understanding of theory and practice of capture management, expanding abilities through best practices-based methodologies, and providing tool sets for immediate implementation.

The course also focuses on improving cost-efficiency and effectiveness of your capture team through better targeted activities.

It is an interactive 2-day workshop that is 50 percent lecture, 30 percent exercises and case studies, and 20 percent discussion.

The experts who teach our business development, capture, and proposal training courses are highly experienced currently practicing proposal professionals whose years of successful experience in Government acquisition and training allow them to offer valuable insights to our students. Our instructors can answer tough questions as they come up during the course. They can also tailor the material to their students’ specific challenges, and share their experience based on the most current realities. Check our instructor’s bios on our About page.

Course Curriculum

Upon course completion, the participants will have learned and be able to put into practice:
  • Understanding how advanced capture techniques offer an edge in a competition.
  • ​Building strong and lasting relationships with Government customers.
  • ​Shaping opportunities and requirements.
  • ​Gathering intelligence like a professional analyst, and distilling it to drive capture strategy and proposal development.
  • ​Facilitating win strategy development sessions.
  • ​Developing a solid value proposition.
  • ​Turning advanced win strategies into action.
  • ​Unseating incumbents and defending one’s position as an incumbent.
  • ​Using seven most useful competitive analysis techniques.
  • ​Understanding Price to Win and competitive analysis for Multiple Award contracts.
  • ​Facilitating Black Hat sessions that produce actionable intelligence.
  • ​Applying strategic principles to teaming.
  • ​Navigating the small business subcontracting rules to benefit from the socioeconomic programs and avoid hidden trouble.
  • ​Negotiating binding teaming agreement to protect bidder s’ interests.
  • ​Developing an executive summary, management, technical, risk, price strategy, past performance, resumes, staffing, and other approaches.
  • ​Pre-staging of capture materials for proposal development.
  • ​Focusing the capture effort and measuring its effectiveness.

Day 1 Highlights

Module 1: Introduction
  • Introductions and learning objectives.
    Recap: overview of the capture process for an advanced big-picture perspective.
Module 2: Creating Lasting Customer Relationships
  • How to create strong and lasting relationships with Government customers.
  • ​Advanced techniques for building an effective rapport with Government customers
  • ​Techniques for finding connections and engaging the Government customer before and after the communication channels close.
  • ​Mind set for achieving the most results with Government customers.
  • ​How to influence the RFP and shape customer requirements.
  • ​Organizing key information about the customer and measuring customer relationship.
  • ​Engaging decision-makers with a high level of influence.
  • ​Legal aspects of customer relationship building or how to keep yourself and your company out of trouble.
    Case Study: Determine correct and incorrect courses of action as applicable to a real-life scenario.
Module 3: Gathering Intelligence Like a Pro, Focusing Time and Effort on Information
  • Needed to Win
  • Differences between data, information, knowledge, and actionable intelligence.
  • ​Sources of information and degrees of their reliability.
  • ​Where to find the right information on the web, and how to search for data like a professional analyst.
  • ​How to harvest valuable intelligence from customer artifacts.
  • ​How to distill information from open sources.
  • ​How to analyze the data to make the right capture-related conclusions.
  • ​Validating and testing data.
  • ​A system for documenting intelligence that’s most useful for the proposal team.
    Exercise: Research and analyze an opportunity based on the information provided.
Module 4: Developing a Win Strategy that Packs a Punch
  • Mastery in facilitating win strategy development sessions.
  • ​Finer points of the win strategy development process.
  • ​Key components of a strategy.
  • ​Developing a value proposition.
  • ​How to test quality of the win strategy.
  • ​Types of successful win strategies.
  • ​Effective use of ghosting.
  • ​Strategy for unseating incumbents and defending one’s position as an incumbent.
  • ​Taking your win strategies to the next level.
  • ​Win strategy white paper and its mapping to the action items and solution development.
  • ​Developing and tracking strategic action plans.
    Exercise: Conduct a win strategy development session simulation.

Day 2 Highlights

Module 5: Advanced Competitive Analysis to Exploit Competition’s Shortfalls and Neutralize their Strengths
  • Seven most used competitive analysis techniques and their practical application.
  • ​Applying intelligence gathering techniques to competitive analysis.
  • ​Competitive analysis for IDIQs with multiple bidders.
  • ​Introduction to Price to Win analysis.
  • ​A practical approach to conducting a Black Hat session that produces actionable intelligence.
  • ​Turning competitive intelligence into strategic decisions and actions.
    Case Study: Application of competitive analysis tools.
Module 6: Teaming Strategies
  • Strategic considerations that go into forming a team.
  • ​When it is best to move forward with a teaming arrangement and when to wait.
  • ​How to avoid diluting the scope and dealing with the risk of having too many teammates.
  • ​How to choose between exclusive and non-exclusive teaming.
  • ​Effective teaming techniques and precautions for teaming with competitors.
  • ​Small business subcontracting.
  • ​Understanding size rules and potential disqualifiers from bidding.
  • ​Elements of a binding teaming agreement to protect bidder’s interests.
  • ​How to negotiate for success and follow the Government contracting and subcontracting negotiating template.
  • ​Negotiation tactics and appropriate responses.
    Exercise: Compare strategic teaming scenarios and determine the most appropriate paths of action.
Module 7: Solution Development
  • Executive summary.
  • ​Management solution.
  • ​Risk management approach development.
  • ​Technical approach development.
  • ​Developing a price strategy.
  • ​Advance preparation of past performance, resumes, staffing, and other solutions.
  • ​Pre-staging of proposal materials.
  • Exercise: Prepare risk matrix. Walk through the solution development checklists.
  • Module 8: Capture Process Management
  • Conducting gate reviews focused on results and measurements.
  • ​Metrics for capture effectiveness.
    Discussion: Technique applicability to participants’ organizations.
Module 9: Summary
  • Additional resources and bibliography.
  • ​Summary.
  • ​Recap.

Meet Your Instructor

Olessia Smotrova Profile Photo 2024 Updated OST Global Solutions IncOlessia Smotrova, CF.APMP Fellow

Olessia has more than 25 years of experience in business development. She led winning bids for four out of the top five Government contractors, winning more than $26 billion over the course of her career in single award contracts. She is an AI developer and strategist, pioneering the use of generative AI in Government contracting. She has created and implemented AI tools for business development processes, proposal strategy formulation, and competitive analysis. She is an AI super-user and thought leader in the practical application of generative AI in synthesizing complex data, generating innovative solutions, and driving decision-making in high-stakes Government BD environments.

She is the author of the book How to Get Government Contracts: Have a Slice of $1 Trillion Pie and seven other books. She has taught a graduate course for the Stevens Institute of Technology, and she provided training to Treasury and NASA. She has served for 2 years as the President of the National Contracts Management Association (NCMA) Bethesda/Medical Chapter and for 2 years as the President of the Association of Proposal Management Professionals (APMP) National Capital Area Chapter.

Olessia is recognized as an APMP Fellow for her contributions to the field of capture and proposals – the highest honor in the business development profession. Her skills span every aspect of business development, sales, and marketing. Prior to supporting Fortune 500 companies and small businesses as a proposal consultant and growing OST, she worked as a business developer for Raytheon and Lockheed Martin and wrote for the Financial Times of London.

Student Reviews

Anthony Needam Avatar
Anthony Needam
12/10/2024
This was new to me. It was very I formative. We received our packets late. I was not aware of how interactive this would be.
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Nao Gamo Avatar
Nao Gamo
11/07/2024
I highly recommend the "MASTER AI TO ENHANCE BD, CAPTURE AND PROPOSAL PROCESSES" course! Not just a high-level overview of AI and its capabilities, the course is full of practical tips that you can apply immediately. All the courses I have taken with OST Global Solutions have been well worth it!!
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Francisca Celmer Avatar
Francisca Celmer
11/07/2024
The "Master AI to Enhanced BD, Capture, and Proposal Processes" class given by OST Global Solutions was truly outstanding. The instructor was incredibly knowledgeable and engaging. She made the material easy to understand and directly applicable. I highly recommend this class.
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Jay Yudof Avatar
Jay Yudof
11/06/2024
The BD and capture using AI course what is comprehensive and effectively taught.
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andre downey Avatar
andre downey
11/06/2024
The class taught alot of useful information on ai & working it in to our proposal development process
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Lilliana Reyes Avatar
Lilliana Reyes
9/20/2024
Great course! Clear information and great pace.
The information was very helpful for someone getting started in the proposal world or someone just trying to learn how to easily transition from InDesign to Microsoft Word.
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Aislinn Berge Avatar
Aislinn Berge
9/20/2024
Took the full day training on Desktop Publishing For Proposal Writing with Phillip Pettet. I learned so much! Phillip was fantastic at explaining things and gave lots of tips and tricks for using Word. Thank you!
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TC Phil Avatar
TC Phil
8/28/2024
I recently completed the year-long Business Development Apprenticeship with OST Global Solutions, Inc., and it exceeded my expectations! The program is comprehensive, covering BD, capture, proposal skills, and so much more. It’s clear that OST is the best in the business—they have addressed the real skill gap in this field.

Their curriculum, aligned with Department of Labor standards for Federal Government Business Development, is TOP-NOTCH and the first of its kind in the nation! The training was practical, directly applicable to our business, and provided the expertise needed to succeed in this competitive industry. I highly recommend this apprenticeship to anyone looking to advance their career in Business Development. I plan on taking many additional courses over the next few years as they continue to stay ahead of the curve. Thank you, OST!
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George Franz Avatar
George Franz
6/13/2024
Great course from OST Global Solutions! Olessia's vast experience in this area shines through and the course is chocked full of tips, tactics, and information sources to consider to perform competitive analysis and determine price to win for opportunities.
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Tiffany & Jay Jackson Avatar
Tiffany & Jay Jackson
4/29/2024
I've taken multiple classes with Olessia of OST Global Solutions and the classes are always well-structured and informative. The lastest course on AI is phenomenal - highly recommend it if you're looking to enhance your BD, Capture, and Proposal processes via AI!
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LaKeisha Thomas Avatar
LaKeisha Thomas
4/25/2024
Alexia was a very engaging instructor. The AI class was mind blowing! The capabilities using AI to assist with BD processes are endless. I'm looking forward to implementing all of these new tools.
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Erica Blue Avatar
Erica Blue
4/25/2024
Olessia did a wonderful job of teaching how to use AI for all stages of the Biz Dev process. She had practical examples and hands on practice. Helped change my perspective of AI overall, including its capabilities and limitations.
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