Friday, October 24, 2014

To Pursue or Not To Pursue

That is the question. We all want to grow our business to some degree. Regardless of whether we sell a product or a service we are looking for more opportunities to win. The issue then becomes what opportunities should we pursue to do this. Not every deal is a good deal. You may have all the requirements nailed and it can still be a lousy deal for you. So how, then, should we decide which deals To Pursue or Not To Pursue?

Each company will have their own qualification and bid/no bid guidelines to help make that decision. But the basic questions that I feel need to be answered are:

Is the opportunity real? Not every opportunity you come across is a real opportunity. Liken it to job boards. I had a recruiter once tell me that 80% of job postings are not real. I don’t think that this is the case with business opportunities but everything we come across is not a real deal. That is what the qualification process is about. Is there a real need? Is there a budget? Is it truly a competitive deal?

Are we competitive? Just because we have some relevant quals and experience doesn’t mean we are competitive. Do we have a viable solution? Can we differentiate our solution? Can we afford to compete?

Are we aligned to win? Assume we are competitive. Do we know the customer? Do we have any relationships with the customer? Are we credible to the customer? Do we have customer confirmation that our solution would be acceptable? Just having quals and experience doesn’t necessarily mean we are positioned well to win.

Is it worth winning? To my statement above, not every opportunity is worth winning. There are risks involved with any business. Are they mitigated and are they acceptable? What is the ROI/profit? Can we make money doing this work? Is there a strategic value? I have pursued deals in the past that our group knew would not be as profitable as we wanted, if at all, because there was a strategic value in pursuing it. I have also walked away from opportunities that were right up our swim lane because we determined, for a variety of reasons, that it just wasn’t right for us. It’s not always a simple thing to decide.

Now these are just high level, basic categories of thoughts and questions. Each of these categories has a dozen or more other questions to help qualify the opportunity and decide on whether or not to pursue it. And as basic as it may sound, whatever your company uses to for this bid/no bid process is useless unless it is objectively applied. Not following your qualification guidelines usually results in wasting resources (time, material and money) that could have been better used on an opportunity that you had a better probability of winning. Or, it would have led you to walk away from what looked like a good deal but could have ended up being a nightmare.

Just like customers are looking for the right provider of a good or service, providers should be looking for the customers that are a fit for them. Not all customers are necessarily good customers for you. So the question is…To Pursue or Not To Pursue? What are some of the things you use to make that decision?



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