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Tesoro: Avon Wharf Upgrade

Writing and message development for a graphic, case study-like executive summary showcases strengths and unique approach for a winning refinery wharf proposal

Two Kiewit divisions — Cherne Construction and Kiewit Bridge & Marine — were developing a proposal for a refinery wharf replacement project. The proposal manager favored using the executive summary to explain the technical approach, provide staff bios and emphasize low cost. This obscured good strategic messaging that responded to the client concerns about disruption of their on-going work and the environmental permitting restrictions and the advantages the team offered to address these issues.

The full layout and every page was used to full advantage in this executive summary

Project Services

Strategic messaging

Proposal messaging & win themes

Developmental editor 

Technical writer & editor

Research

Work with SMEs

Markets

CM/GC

SOQs & RFPs

Heavy civil construction

Infrastructure

Marine construction

Oil & gas

Fortune 500

California

Approach

The executive summary did not have the usual space limitations that many proposals have, but it was still imperative to limit the scope and focus the decision makers' attention on the most important issues.


The Red team review evaluated a draft and discussed the client’s decision-making factors. Having all the voices in the room helped focus the entire team on the most important goals for the document. 


For example, the proposal sponsors reminded the group that the client knew most staff from an early works project. I proposed turning this into a differentiator as “The Team You Know.” Simply listing names and omitting the bios freed space to highlight the strength of a team with both in-house oil & gas and marine construction experience. 


Although the proposal was not likely to be a low-cost leader, some support remained for addressing value.


The graphic designer proposed an unusual solution that made space for all these points and show the entire 2-mile-long project alignment. Two double-sided 11x17” sheets gave room for a visual summary that addressed the client’s hot buttons and demonstrated our advantages, including cost savings. 


My work included: 

  • Developing strategic messaging based on client research, project restrictions, technical approach and differentiators

  • Writing the second draft through final version, incorporating the differing perspectives

  • Working with the designers to convert text into graphics for easier reading

  • Revising and editing the piece following later reviews


As lead editor, I also led section brainstorms and provided developmental editing; re-wrote and edited sections; performed the final “one voice” edit; and supervised additional editors, including assigning and reviewing work.

Results

The final executive summary presented complex technical information with a simple visual approach and focused readers on clear messages from the opening pages of the proposal.


The result was a unique and memorable introduction demonstrating how our approach and assets would address project challenges to benefit the client. 


The team was awarded the project based on this proposal. 


Confidential value

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