This strategy involves aligning technical teams to collaboratively develop a yearly digital services proposal. The first approach is to facilitate regular cross-functional meetings. By establishing a recurring meeting schedule and inviting representatives from each technical team, the strategy ensures comprehensive participation. For example, during meetings, teams can openly share ideas, present their components, and address overlapping areas, fostering synergy.
The second approach focuses on developing a unified service proposal template. Reviewing existing documents lets teams identify common elements and integrate best practices. This ensures a standardized, user-friendly template that aligns with company branding. For instance, defining sections for pricing and technical details helps streamline proposal development.
Lastly, a shared digital workspace is established. This involves selecting a compatible collaboration platform, organizing documents, and setting permissions. This workspace facilitates real-time collaboration and version control, ensuring all team members stay informed and engaged.
The strategies
⛳️ Strategy 1: Facilitate regular cross-functional meetings
- Establish a recurring schedule for cross-functional team meetings
- Invite representatives from each technical team to ensure comprehensive participation
- Prepare an agenda that focuses on key proposal elements
- Appoint a facilitator to guide discussion and maintain focus
- Encourage open communication and idea sharing among teams
- Allocate time for each team to present their components of the service
- Identify and address any overlapping areas or resource conflicts
- Document meeting outcomes and action items in shared minutes
- Evaluate progress at each meeting against shared objectives
- Solicit feedback to improve future meetings and collaboration
⛳️ Strategy 2: Develop a unified service proposal template
- Review existing proposal documents from each team
- Identify common elements and best practices in successful proposals
- Create a standardised template that incorporates input from all teams
- Define sections for technical details, pricing, and service level agreements
- Integrate user-friendly design and layout features
- Ensure the template adheres to company branding and guidelines
- Request feedback from teams on the draft template
- Revise the template based on constructive feedback
- Provide training on using the template to each team
- Implement the template for the upcoming proposal development process
⛳️ Strategy 3: Establish a shared digital workspace
- Select a digital collaboration platform compatible with all teams
- Ensure all team members have access and understand the platform
- Create a dedicated workspace for the proposal development project
- Organise folders to categorise documents by teams and stages
- Set permissions to regulate access and editing rights
- Encourage use of the platform for real-time collaboration
- Install tools for version control and document tracking
- Schedule regular updates to keep all teams informed
- Monitor workspace activity to address engagement issues
- Conduct periodic reviews to assess workspace effectiveness and make adjustments
Bringing accountability to your strategy
It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.
That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.
Give it a try and see how it can help you bring accountability to your strategy.
