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Lessons Learned Reviews - Surveys as alternative Options
IronProposals
Posted: Tuesday, December 02, 2008 4:09:17 PM
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Joined: 9/22/2008
Posts: 16
Hi
Our RFP response timeframes are generally very short (about 3 weeks) and our staff is small. As a result, we often do not have time for formal lessons learned review sessions. However, I feel that they are immensely beneficial.

I would like to create a survey that would provide the same benefit as a review session. I envision the survey would be sent to all members of the RFP team (including the Proposal Analyst) following the completion of the proposal. Ideally, the survey should be brief but able to capture all of the important feedback. I would also like it to be an online survey with a tool that automatically captures and processes the results.

Does anyone currently use this today? Which tools are the best?

Thank you.
SureshKV
Posted: Friday, January 02, 2009 1:49:35 PM
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In a proposal team, everyone normally has a different role and would have a different perspective. It is also possible, they have worked on different deliverables which together makes up the bid. In this scenario, if you make a survey (I assume with the same questions for all in the team), then I am not sure you would be able to make much sense of the data. Perhaps a wash - up meeting for even half an hour would help hit upon the critical issues that went well or could have been done better. I have attended some of these Kaizen meetings which come up with interesting conclusions. Of course, this is a bit of a load to plan, conduct and minute and so on, but you could get people in the team taking turns.

Having said all this, I think a Survey can get some useful insights. I would, for example, put questions on this like:

a) Did you feel you had sufficient inputs from the client in the RFP?

b) Did you feel we had adequate time to put the response together?

c) Did you have clarity on what were the expectations from the Bid Lead for your deliverables?

and so on...if you manage to build a survey and implement it, please do share your experiences here. I would be very interested.
HndrdMPH
Posted: Friday, September 11, 2009 8:13:37 PM
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Joined: 9/10/2009
Posts: 4
In the past, we have used SharePoint's Survey feature, which allows individuals to anonymously answer questions online. SharePoint allows the administrator to view individual responses, as well as overall responses (in a graphical display). The only problem has been having to hound people to actually take the survey.

We mainly use multiple-choice questions requiring a response of Strongly Agree, Agree, Disagree, Strongly Disagree, or Don't Know. We also try to include one open question requiring a free-text response.

JSP
Posted: Wednesday, November 11, 2009 10:44:34 PM
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Joined: 11/6/2009
Posts: 12
Location: Arizona
We use the old paper copy, but we are trying to force everything into SharePoint. I do agree with SureshKV, every perspective is different. I would suggest a strick guideline into how and whats is rated.
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