Mind Mapping Techniques to
Create Proposals
APMP Colorado Chapter
March 6, 2012
James J. Franklin
San 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
Today’s Presentation
• Introduction
• Objectives
• What is Mind Mapping Software
• Proposal Preparation Techniques
• Additional Resources
• Conclusions
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2010Permission is granted to PMI for PMI® Marketplace use only
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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
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2010Permission is granted to PMI for PMI® Marketplace use only
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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
*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
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Mind Mapping Benefits
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©2010Permission is granted to PMI for PMI® Marketplace use only
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Map Views
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Permission is grated to PMI for PMI® Marketplace use only
©2009
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Mind Map Example - Presentation Map
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©2010Permission is granted to PMI for PMI® Marketplace use only
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Presentation Map – Topic Expanded
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Mind Map Example – Work Breakdown
Structure
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©2010Permission is granted to PMI for PMI® Marketplace use only
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Today’s Presentation
• Introduction
• Objectives
• What is Mind Mapping Software
• Proposal Preparation Techniques
• Additional Resources
• Conclusions
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2010Permission is granted to PMI for PMI® Marketplace use only
10
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
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2010Permission is granted to PMI for PMI® Marketplace use only
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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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©2010Permission is granted to PMI for PMI® Marketplace use only
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Capture Map – Scope and Capture Strategy
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©2010Permission is granted to PMI for PMI® Marketplace use only
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2 – Brainstorm Proposal Section Content
Key Features
•
Comprehensive View
•
Information Hierarchy
•
Reorganize Sequence
•
Expand and Collapse
•
Colors and Categories
•
Add Graphics
•
Link to web sites
Benefit – 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
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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
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2010Permission is granted to PMI for PMI® Marketplace use only
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3 - Create Project Baseline
Scope - Schedule - Cost - Quality - Risks
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©2010Permission is granted to PMI for PMI® Marketplace use only
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Work Breakdown Structure – Scope
Baseline Foundation
Benefit – Leverage power of mind mapping to create WBS
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©2010Permission is granted to PMI for PMI® Marketplace use only
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WBS Decomposition
Benefit – Decompose WBS real-time with proposal team
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©2010Permission is granted to PMI for PMI® Marketplace use only
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Include Text into Note Field – Key Step
SOW, Requirements, Scope, Technical Approach, Risks
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©2010Permission is granted to PMI for PMI® Marketplace use only
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Define Activities
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Estimate Resources and Durations
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Develop Project Summary Schedule
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4 - Create Technical Narrative Input
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
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Today’s Presentation
• Introduction
• Objectives
• What is Mind Mapping Software
• Proposal Preparation Techniques
• Additional Resources
• Conclusions
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2010Permission is granted to PMI for PMI® Marketplace use only
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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
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2010Permission is granted to PMI for PMI® Marketplace use only
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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
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2010Permission is granted to PMI for PMI® Marketplace use only
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Contact Information
James J. Franklin
jim.franklin@shawgrp.com
619.954.5283 – Cell
Franklinpmp - Skype
http://www.linkedin.com/pub/jim-franklin-pmp/5/13/12b
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2010Permission is granted to PMI for PMI® Marketplace use only
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QUESTIONS?
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©2010Permission is granted to PMI for PMI® Marketplace use only
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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
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2010Permission is granted to PMI for PMI® Marketplace use only
29