BD Toolkit: Document and develop BD process for S&L

[arouault]

Goal: Refine a repeatable process for business development of state and local work at 18F.

Background documents:

• Consider current BD processes
• Consider the IGCA process
• Explore how best to intertwine with 18F BD and Login.gov BD and the new process for BD, TTS Biz Ops
• reach goal - [Review and analysis of state and local projects we've already done]

Interviews: 30-mins

• [ ] Rebecca McBride - TTS BizOps + Alicia will set up
• [x] Eleni - 18F
• [x] Colin - Login.gov BD

Success looks like:

• [ ] well documented process, including reusable artifacts or systems for containing information (ie, Airtable)
• [ ] a process that is well understood by anyone who might be involved in S&L BD
• [ ] stretch goal: process is tested with a real lead

use cases: As a state/local lead, I want to know what to send prospective clients when they email inquiries@18f As a BD representative on a call for state and local I want tto know what information to convey to them, at different phases of the process As Eleni or Alicia - I want to know who to involve in the BD process for S&L

1 week!

Resources:

• 18F BD Process Overview

• 18F BD Process Checklist

• 18F BD Other Key Resources

• TTS Handbook page about S&L work - IGCA Process

• login.gov BD Workflow (WIP)

[arouault]

Develop the following:

• Go-no-go criteria - draft started here
• Intake process
• Chain of responsibilities, including integration with BD team Trello

[ninamak]

Resources:

• 18F BD Process Overview

• 18F BD Process Checklist

• 18F BD Other Key Resources

• TTS Handbook page about S&L work - IGCA Process

• login.gov BD Workflow (WIP)