Octant Insights


Welcome to Octant’s blog. We will share our thoughts on the intersection of business development (capture management, proposal management, IDIQ task orders) and effective use of software automation. Whether you are a capture manager or proposal manager looking to learn more about the latest in BD software applications in the #govcon space, we promise fresh insights, though-provoking ideas, and engaged commentary.

Spring Cleaning Your Proposal Processes

May 2, 2022 by Octant Best Practices Team

Have you thought about spring cleaning your business development (capture, bid, proposal, and IDIQ task order management) lifecycle processes? It really doesn't matter which workflow tools, such as SharePoint for Proposal Management, Office 365, K2, Nintex, and bamboo, or which industry-recognized processes like Shipley or SM&A you use to manage the business development life-cycle. The point is that you review your capture, proposal and task-order management processes. Here are some ideas to help you get started.

Benefits of Using a Style Guide

April 25, 2022 by Octant Best Practices Team

The Importance of Automating Workflows

April 4, 2022 by Octant Best Practices Team

Task Order Proposals – HAVING A REPEATABLE Task Order PROPOSAL PROCESS IS CRITICAL

Storyboarding the Process

March 21, 2022 by Octant Best Practices Team

Implementing a Task Order Management System

Basics of Marketing Competitor Analysis

March 7, 2022 by Octant Best Practices Team

The Basics of Brainstorming

February 7, 2022 by Octant Best Practices Team

Implementing a Task Order Management System

Proposal Disaster Recovery

January 24, 2022 by Octant Best Practices Team

task order, Indefinite Delivery/Indefinite Quantity (ID/IQ) contracts, Multiple Award Contracts (MACs), Government-wide Acquisition Contracts (GWACs), and Blanket Purchase Agreements (BPA), contract vehicle, proposal process, technical solution, management solution, past performance, key personnel, pricing strategy, recompete, capture management, proposal management, business development, teammate, subcontractor, hot buttons, marketing, bid decision, no bid decision, program management, organization chart, color review, artifacts,

Eliminating Fluff From your Proposal

January 17, 2022 by Octant Best Practices Team

Task Order Proposals – HAVING A REPEATABLE Task Order PROPOSAL PROCESS IS CRITICAL

Making an informed bid/no-bid decision

December 20, 2021 by Octant Best Practices Team

Steps to Developing a Work Breakdown Structure

December 6, 2021 by Octant Best Practices Team

Capture plan, proposal management plan, solicitation number, contract, RFP, win strategy, contracting agency, procurement office, contracting officer, source selection board, hot buttons, pain points, ghosting, competitive analysis, teaming, key personnel, past performance, corporate experience, pricing, discriminators, win themes, features and benefits, teammates, subcontractors, executive summary, war room, version control, storyboard, template, style guide, kickoff meeting

What is the Difference Between a Nondisclosure Agreement and a Teaming Agreement?

November 22, 2021 by Octant Best Practices Team

From Capture to Proposal: It's all part of the plan!

November 8, 2021 by Octant Best Practices Team

What is a proposal management plan? It is the roadmap developed by the proposal manager and based on the capture plan that provides guidance about the opportunity and the win strategy for the other proposal team members.

Use your artifacts to develop proposal templates

October 25, 2021 by Octant Best Practices Team

You have a document repository full of capture and proposal artifacts from previous bids you have pursued. Take advantage of that information to save time and money by creating templates for future bids.
Implementing a Task Order Management System

Prepare for a successful proposal debrief

October 11, 2021 by Octant Best Practices Team

An important proposal management best practice is to request a debrief from a Federal Government customer no matter the outcome. Win or lose it is important to have the assessment of how your proposal was rated by the evaluators to understand how to improve your future submissions. The advice provided in this article will help federal contractors successfully navigate a debrief.
task order, Indefinite Delivery/Indefinite Quantity (ID/IQ) contracts, Multiple Award Contracts (MACs), Government-wide Acquisition Contracts (GWACs), and Blanket Purchase Agreements (BPA), contract vehicle, proposal process, technical solution, management solution, past performance, key personnel, pricing strategy, recompete, capture management, proposal management, business development, teammate, subcontractor, hot buttons, marketing, bid decision, no bid decision, program management, organization chart, color review, artifacts,

A Capture plan is a plan to win

September 27, 2021 by Octant Best Practices Team

Implementing and maintaining a capture plan for each bid opportunity is important to help make intelligent bid/no bid decisions and to help position you to win the contract. This article describes the necessary information to include in a capture plan.
Capture plan, proposal management plan, solicitation number, contract, RFP, win strategy, contracting agency, procurement office, contracting officer, source selection board, hot buttons, pain points, ghosting, competitive analysis, teaming, key personnel, past performance, corporate experience, pricing, discriminators, win themes, features and benefits, teammates, subcontractors, executive summary, war room, version control, storyboard, template, style guide, kickoff meeting

Tips on how to build a business development pipeline

September 13, 2021 by Octant Best Practices Team

There are many ways to develop a business development pipeline to grow your business. Some are more obvious than others. Learn what it takes to create and implement a robust business pipeline.
task order management best practices - using artifacts for re-use on IDIQ task order proposals

Implementing a Task Order (TO) proposal process: Part 4 – Using the artifacts from previous bids to streamline future bids

August 30, 2021 by Octant Best Practices Team

You won an award on the ID/IQ contract and have successfully bid some of the task orders. Odds are that the task order requests (TOR) you have been responding to are consistent regarding some of the requirements they include. Whether you realize it or not, you are building a wealth of information, and these artifacts are useful in streamlining your process when bidding future task order opportunities. Some of the ways you can use the artifacts include...
Task Order Proposals – HAVING A REPEATABLE Task Order PROPOSAL PROCESS IS CRITICAL

Implementing A Task Order Proposal Process: Part 3 - Having a Repeatable Task Order Proposal Process is CRITICAL

August 16, 2021 by Octant Best Practices Team

Larger companies have the resources and funds to maintain separate proposal centers and proposal software tools designed to respond to the various types of bids, such as recompete proposals, strategic bids, and quick IDIQ Task Order responses. You may assume this advantage also makes bidding Task Orders easier and places less strain on their ability to bid. That is not necessarily true. There are certain aspects of pursuing the Task Orders that affect large and small bidders alike and this article will discuss them.
task order, Indefinite Delivery/Indefinite Quantity (ID/IQ) contracts, Multiple Award Contracts (MACs), Government-wide Acquisition Contracts (GWACs), and Blanket Purchase Agreements (BPA), contract vehicle, proposal process, technical solution, management solution, past performance, key personnel, pricing strategy, recompete, capture management, proposal management, business development, teammate, subcontractor, hot buttons, marketing, bid decision, no bid decision, program management, organization chart, color review, artifacts,

Implementing A Task Order Proposal Process: Part 2 - Next Steps

August 2, 2021 by Octant Best Practices Team

You have to plan to bid and win your share of these task orders (TO). You need to put the same time and effort into pursuing a TO as you do any other bid opportunity. Making business development and capture management part of your TO pursuit process is critical to your success. The following points are important activities to include in your process to pursuing (and winning) TOs.
Implementing a Task Order Management System

Implementing A Task Order Proposal Process: Part 1 - Getting Starting with Task Orders

July 19, 2021 by Octant Best Practices Team

The Federal Government has several different names and acronyms to describe multiple award contracts. The typical IDIQ-type contract is a public bid for a long-term contract (generally five years) with multiple awards given to meet specific product or service requirements order when the requirement becomes known. In other words, an ID/IQ contract is used by government agencies to purchase future goods and services at set prices when a need for those goods or services arises. What isn't known at the time of the ID/IQ award is exactly when or how much a customer will order; the TOs provide this information.

It Is Possible to Stay Within Your B&P Budget!

July 6, 2021 by Octant Best Practices Team

What exactly is a bid and proposal (B&P) budget? It is the money your company allocates to cover the costs of bidding a solicitation. It includes all activities associated with that specific bid starting with pre-RFP business development or capture work through proposal development and submission and ending with the contract award.

Octant Insights: Capture and Proposal Artifacts

February 7, 2015 by Octant Best Practices Team

definition: ARTIFACT: 1a : something created by humans usually for a practical purpose; especially: an object remaining from a particular period (Source: http://www.merriam-webster.com/dictionary/artifact) Now, I'm not trying to compare anyone involved in business development, capture, or proposals to cavemen. Wait…maybe….let me think, no, never mind, yes, I was right the first time; I'm really not doing that. Instead, let's focus on the artifacts.