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Effective Customer Collaboration

Effective Customer Collaboration. Improve your acquisitions through developing more effective collaboration practices with project stakeholders. 2011, May 10. Presented by Allan V. Burman, Ph D President, Jefferson Solutions. AGENDA. Today’s Federal acquisition environment

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Effective Customer Collaboration

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  1. Effective Customer Collaboration Improve your acquisitions through developing more effective collaboration practices with project stakeholders 2011, May 10 Presented by Allan V. Burman, Ph D President, Jefferson Solutions

  2. AGENDA • Today’s Federal acquisition environment • Players and stakeholders • Roles and responsibilities of program and contracting staff • Issues and challenges • Keys to effective partnerships

  3. THE ACQUISITION ENVIRONMENT • Agency roles over time • Direct vs. indirect • Doer vs. overseer • Acquisition staffing and contracting dollars • Who works in acquisition? • What has been happening to staff and dollars? • The multi-sector workforce and inherently governmental functions 3

  4. ROLES AND RESPONSIBILITIES: PROGRAM AND CONTRACTING STAFF • Contracting Officers • Program/project staff • Contracting Officers Technical Representatives • Attorneys • Auditors • Others 4

  5. CONTRACTING VS. PROGRAMMATIC FUNCTIONS - EXAMPLES 5

  6. CONTRACTING VS. PROGRAMMATIC FUNCTIONS - EXAMPLES 6

  7. CONTRACTING VS. PROGRAMMATIC FUNCTIONS - EXAMPLES 7

  8. CONTRACTING VS. PROGRAMMATIC FUNCTIONS - EXAMPLES 8

  9. ISSUES AND CHALLENGES • Recognizing the players and the important role of each • Accepting responsibility for elements of the process • Working together to define requirements • The importance of planning • Performance counts • Communications as an enabler 9

  10. KEYS TO EFFECTIVE COLLABORATION • A new leadership model: • Business partnerships and the Chiefs • Meeting partnership needs at the highest agency levels: • The National Academy of Public Administration’s review of the management functions of the Department of Energy 10

  11. KEYS TO EFFECTIVE COLLABORATION • Getting requirements right the first time • Methods for avoiding “over the transom” program and contracting office transactions: Investing in facilitators 11

  12. KEYS TO EFFECTIVE COLLABORATION • Understanding roles and accepting responsibilities • Chartering project teams to enable positive outcomes: the Census experience 12

  13. KEYS TO EFFECTIVE COLLABORATION • How better planning can lead to better outcomes • What is PALT and why is it important? 13

  14. STANDARD PALT –NEGOTIATED PROCUREMENTS 14

  15. KEYS TO EFFECTIVE COLLABORATION • A major program office frustration: Not knowing where the solicitation stands and what to do about it • Using SharePoint and creating a workload registry: Forest Service and Veterans Affairs Department innovations 15

  16. KEYS TO EFFECTIVE COLLABORATION • Collaboration and performance-based services acquisition: How to make it work • The 2 and a half day method for getting results 16

  17. KEYS TO EFFECTIVE COLLABORATION • Understanding and accepting roles • Recognizing each other’s contributions • Good planning • Continuous communications 17

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