mind mapping techniques to create proposals apmp colorado chapter march 6, 2012 james j. franklin...
TRANSCRIPT
Mind Mapping Techniques to Create Proposals
APMP Colorado Chapter
March 6, 2012
James J. FranklinSan Diego PMI Chapter
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010 Permission is granted to PMI for PMI® Marketplace use only
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Today’s Presentation
• Introduction
• Objectives
• What is Mind Mapping Software
• Proposal Preparation Techniques
• Additional Resources
• Conclusions
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Presentation Objectives
Attendees will learn:
• Features and benefits of mind mapping software
• Mind mapping techniques to improve capture phase
• Techniques to brainstorm and outline proposal sections
• Techniques to prepare project planning documents
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
What is Mind Mapping
A mind map is a diagram used to represent words,
ideas, tasks, or other items linked to and arranged
around a central key word or idea.*
• Mind Mapping helps capture ideas– Visual, Non-Linear Thinking– Organize and Share Information with Team– Digital Alternative to Whiteboards, Flipcharts, and
Notepads
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*source Wikipedia: http://en.wikipedia.org/wiki/Mind_mapping
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Mind Mapping Benefits
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2009 Permission is grated to PMI for PMI® Marketplace use only
Map Views
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Mind Map Example - Presentation Map
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Presentation Map – Topic Expanded
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Mind Map Example – Work Breakdown Structure
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Today’s Presentation
• Introduction
• Objectives
• What is Mind Mapping Software
• Proposal Preparation Techniques
• Additional Resources
• Conclusions
10
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Mind Mapping Techniques to Create Proposals
1. Create Capture Map
2. Brainstorm Proposal Section Content
3. Create Project Planning Documents - Baseline
4. Create Technical Approach Narrative
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
1 - Create Capture Map
• Gather Information prior
to RFP
• Conduct Brainstorming
Sessions
• Leverage Map Content– Capture Plan– Scope Definition– Work Breakdown
Structure
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Capture Map – Scope and Capture Strategy
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
2 – Brainstorm Proposal Section Content
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Key Features
• Comprehensive View
• Information Hierarchy
• Reorganize Sequence
• Expand and Collapse
• Colors and Categories
• Add Graphics
• Link to web sitesBenefit – Create a Digital Storyboard
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Key Steps
1. Brainstorm - proposal sections and sub-sections
2. Create sub-topics
3. Enter text into topics
4. Link to web sites and text files
5. Visually organize sections - drag and drop
6. Add color and categories
7. Export to Word as a linear outline
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
3 - Create Project Baseline
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Scope - Schedule - Cost - Quality - Risks
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Work Breakdown Structure – Scope Baseline Foundation
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Benefit – Leverage power of mind mapping to create WBS
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
WBS Decomposition
Benefit – Decompose WBS real-time with proposal team
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Include Text into Note Field – Key Step
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SOW, Requirements, Scope, Technical Approach, Risks
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Define Activities
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Estimate Resources and Durations
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Develop Project Summary Schedule
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
4 - Create Technical Narrative Input
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Benefit – Technical approach is consistent with wbs and schedule
“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Today’s Presentation
• Introduction
• Objectives
• What is Mind Mapping Software
• Proposal Preparation Techniques
• Additional Resources
• Conclusions
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Additional Resources
Web Sites• Matchware.com (MindView Mapping Software)
• mindmappingsoftwareblog.com/
• biggerplate.com/
• mindmapping.com
Mind Mapping Software• mind-mapping.org/full-list.php
• http://en.wikipedia.org/wiki/List_of_mind_mapping_software
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Conclusions
Mind Mapping Techniques to Create Proposals
• Improves proposal team brainstorming and
collaboration
• Powerful tool to outline proposal sections and
create narrative input
• Powerful tool to create project planning outputs
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Contact Information
James J. Franklin
619.954.5283 – Cell
Franklinpmp - Skype
http://www.linkedin.com/pub/jim-franklin-pmp/5/13/12b
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
QUESTIONS?
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“PMI” is a registered trade and service mark of the Project Management Institute, Inc. ©2010Permission is granted to PMI for PMI® Marketplace use only
Homework Assignment
1. Download MindView 4 Business Edition
2. Review tutorials to learn software features
3. Using an existing project, prepare project
capture map, proposal outline, and wbs
4. Export maps into MS Project and Word
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