latest additions to the Twennie library
this month
ARTICLE: Adapting to a New Organizational Culture - What You Need to Know

Your first 90 days are a window to decode how work happens. Many hires stumble not on skill, but on misreading culture. Scan five dimensions: relationships (how trust and influence form), communication (formal vs. ad hoc), decision-making (where choices truly occur), individual vs. group orientation, and change readiness. Observe interactions, ask insiders, and find influencers.
VIDEO: A Story of Good Program Management

This Twennie story demonstrates program management in action—how a team leveraged early lead generation, cross-selling, strategic account planning, and proposal excellence to elevate their profile within Manitoba First Nations communities. Through disciplined pursuit, cultural respect, creative proposals, and cross-unit collaboration, they secured milestone wins including healthcare, water, and environmental projects. By coordinating across architecture, water, environmental, and marketing groups, they transformed a modest foothold into a thriving program of work.
VIDEO: Conducting Market Research 1

This video shows technical consulting teams how to build an early-stage market research engine focused on the next five to ten years. Use RSS feeds plus AI to collect, filter out procurement notices, and extract key facts (owner, budget, phase, location, timing). Add media, agency portals, trade publications, and tools like Google Alerts or Meltwater. Automate with no-code pipelines that publish concise signals to dashboards. Convert every signal into action through Twennie prompt sets. Anyone—junior engineers, proposal coordinators, or dedicated researchers—can run it.
last month
VIDEO: The First Step in Cross Selling - Crossing Internal Boundaries

This series explores cross-selling in multi-disciplinary firms, where opportunities often go unrealized because teams stay siloed. Effective cross-selling isn’t about being pushy with clients—it’s about creating regular, proactive conversations between colleagues. Twennie’s prompt set introduces five small but powerful activities—knowledge swaps, coffee talks, project sheet exchanges, problem-solving sessions, and friendly competitions—that make cross-disciplinary collaboration routine rather than rare.
VIDEO: Conducting Color Reviews of Proposals

Running full-effort proposals means conducting disciplined Color Team Reviews: Blue for win strategy, Pink for storyboards, Gold for risk and pricing, and Red for the final draft. Each review uses impartial reviewers to simulate a client’s perspective, providing critical feedback at the right stage. Success depends on preparation—reviewer packages, clear instructions, structured facilitation, and respect for participants’ time. Reviews should be concise, professional, and improvement-focused.
VIDEO: Orientation for a New Proposal Professional 2

This second orientation dives into how you create real impact in proposals and business development. You’ll learn why proposals are sales documents (not technical reports) and how to coach contributors to write accordingly. We’ll show you how to run efficient strategy sessions (10 Steps to a Win Theme, Rapid Fire Methodology Storyboarding) that cut total writing time, and why the most powerful BD your firm does is the work it delivers—plus how to turn projects into relationship-building engines.
TEMPLATE: Proposal and Marketing Support Personnel Sample Job Descriptions

This template pack standardizes how you hire and manage proposal/marketing talent across three levels (Junior, Intermediate, Senior). Each description defines purpose, reporting lines, core responsibilities, qualifications, and decision rights, plus machine-readable KPI tables (category, metric, target, frequency, data source) mapped to five pillars: client relationships, personnel, financials, quality, and schedule.
TEMPLATE: Extracting Little Successes From Big Failures

“Extracting Little Successes from Big Failures” guides teams to learn without blame and create immediate wins. Start with an event snapshot and a fact-only timeline, then use the “Advantageous Failure” lens to surface new knowledge, specify ≤2-step process tweaks, and queue relationship repairs. Convert insights into concrete “little successes” (templates, faster steps, clearer comms, risk tripwires, mini-experiments, client closure), each with a clear outcome, owner, and due date.
PROMPT SET: 20-Minute Cross Selling Strategies

Cross-selling is often talked about but rarely practiced well in multi-disciplinary firms. This prompt set provides 20 concrete activities your teams can try right away—short, time-boxed experiments like joint coffee chats, exchanging project sheets, shadowing client calls, or creating “combo case” slides. Each exercise encourages collaboration, sparks curiosity about other disciplines, and surfaces hidden opportunities to expand work with existing clients.
to implement a series of cross-selling strategies in our team
ARTICLE: Cross-Selling in Multi-Disciplinary Firms - A Strategic Advantage

Cross-selling is the practice of introducing complementary services to existing clients, a strategy especially powerful for multi-disciplinary firms. Rather than chasing new business, professionals deepen relationships by solving more of a client’s challenges through integrated offerings. This approach lowers acquisition costs, increases win rates, and cements firms as trusted advisors. With examples from engineering, architecture, and environmental consulting, cross-selling demonstrates how one service engagement can open doors to broader collaborations.
TEMPLATE: 30-Day Systems Approach Diagnostic Template (Excel Version)

The 30-Day Systems Approach Diagnostic Template (Excel Version) is a leadership tool designed for technical services business units. Over 30 days, leaders and their teams investigate performance issues by answering daily diagnostic questions, benchmarking results, and categorizing metrics into red, yellow, and green. Leaders then prioritize “easy-to-fix” items to create quick wins and establish a culture of improvement.
EXERCISE: 30-Day Systems Approach - Diagnostic

The 30-Day Systems Approach Diagnostic Exercise is a leadership tool designed for technical services business units. Over 30 days, leaders and their teams investigate performance issues by answering daily diagnostic questions, bench-marking results, and categorizing metrics into red, yellow, and green. Leaders then prioritize “easy-to-fix” items to create quick wins and establish a culture of improvement.
TEMPLATE: Proposal and Marketing Support Personnel Work Order Template

The Twennie Work Orders document equips proposal and marketing professionals in technical environments with practical tools to manage responsibilities clearly and proactively. It introduces structured work orders—paralleling proposals—to establish scope, schedules, and deliverables, reducing confusion and ensuring accountability. The guide includes sample email templates, detailed service categories, and appendices outlining KPIs, duties, and boundaries.
TEMPLATE: The 15 Types of Play Display Template

Twennie introduces 15 universal types of play, each with roots in childhood, applications in adulthood, and survival value in human history. From role play, storytelling, and nurturing to puzzles, risk-taking, and creating games, these preferences influence careers, community roles, and personal fulfillment. This template supports the video and exercise for this topic, and helps viewers rediscover their preferred play types, understand their value in teams, and design work environments that integrate play.
VIDEO: Adding a Support Person to your Proposal Process

Hiring proposal and marketing professionals is often harder than recruiting technical staff. This series walks leaders through the entire process: defining duties, deciding autonomy, setting career paths, and managing workload expectations. It highlights challenges such as unclear authority, repetitive work, and isolation, and offers solutions like work orders, hybrid roles, and ongoing engagement opportunities. By respecting career goals and adapting roles to individuals, firms can better integrate non-technical staff, reduce strain on project managers, and strengthen business development.
EXERCISE: The Subtle Art of the Terrible Client Meeting

The Subtle Art of the Terrible Client Meeting reframes client interactions as opportunities rather than sales pitches. Through a staged sequence of “worst possible” meetings, apologies, and question-driven conversations, teams practice handling failure, rebuilding rapport, and uncovering client needs. Participants learn that even the most awkward moments can be reset, that questions create stronger connections than pitches, and that success means aligning services with problems—not selling.
VIDEO: The Subtle Art of the Terrible Client Meeting

The Subtle Art of the Terrible Client Meeting re-frames client interactions as opportunities rather than sales pitches. Through a staged sequence of “worst possible” meetings, apologies, and question-driven conversations, teams practice handling failure, rebuilding rapport, and uncovering client needs. Participants learn that even the most awkward moments can be reset, that questions create stronger connections than pitches, and that success means aligning services with problems—not selling.
VIDEO: The Power of Play in the Workplace; 10 Ways to Integrate Play with Work

Play is not the enemy of productivity—it’s the fuel for it. In this video, you’ll learn ten actionable ways to reintegrate play into work, from giving permission and designing micro-vacations to reframing language around contribution, culture, and hiring. You’ll see why retiring “work-life balance,” creating playful rituals, and fostering authentic human connection lead to stronger performance and loyalty.
VIDEO: Making a Proposal Easy to Read, Skim and Evaluate 1

Proposals often suffer from long sentences, vague headings, passive voice, and misplaced tasks in the wrong sections. This video introduces a three-step process: consider the client’s perspective, identify what convinces them, and make it obvious. You’ll learn how to spot common writing issues, shift “project understanding” away from work plans, and collaborate with colleagues constructively—even if you don’t control their draft.
ARTICLE: Program vs Portfolio Management in Technical Services

In technical services, “program management” and “portfolio management” often get blurred, but they serve distinct purposes. Program management ensures that related projects—like hospital expansions or flood resilience works—are sequenced and coordinated to deliver combined benefits. Portfolio management, by contrast, looks across all initiatives, weighing risk, capacity, and alignment with strategic goals to decide where to invest. Understanding the distinction helps civil engineers, architects, and project managers speak their clients’ language, and manage resources wisely.
VIDEO: The Power of Play in the Workplace; 15 Types of Play

Discover 15 types of play and how each sparks focus, reduces stress, fuels creativity, strengthens collaboration, and improves quality. For every type you’ll see a quick example, a two-minute micro-break, and a low-friction way to involve colleagues. Whether leading teams or working solo, this guide helps you choose the right kind of play for the moment. Start small, measure impact, and watch momentum build.
VIDEO: Orientation for a New Proposal Professional 1

This first orientation video prepares new proposal and marketing professionals for a demanding role in technical organizations. It highlights industry realities, the value of proposals, and the importance of building internal credibility. Experienced professionals emphasize one best practice above all: consistently using work orders. Work orders clarify scope, prevent miscommunication, manage workload, and showcase contributions, much like proposals do for external clients. They protect against unrealistic expectations, establish professional boundaries, and provide a valuable record.
EXERCISE: Pink Team Review Exercise

The Pink Team reviews your storyboards. Impartial reviewers who were not in the room during the storyboard exercise assess whether the outline of your proposal—your section plans, headlines, and flow—tells a compelling story. You may have only storyboarded your work plan, but a Pink Team review is still useful. In this case you might consider having highly experienced project managers on the Pink Team. That way you get a sense of the strength of a work plan from their perspective.
EXERCISE: Blue Team Review Exercise

Blue Team reviewers look at your positioning, differentiators, and client focus. Are you showing how you meet the client’s real needs better than competitors? A Blue Team review should be the first one you add if you are going to use reviews at all. It gives you a clear picture of whether your strategy will stand up under scrutiny. If you want to practice conducting Blue Team reviews, a prompt set in the color reviews topic allows you to do just that.
TEMPLATE: Blue Team Review Template

Blue Team reviewers look at your positioning, differentiators, and client focus. Are you showing how you meet the client’s real needs better than competitors? A Blue Team review should be the first one you add if you are going to use reviews at all. It gives you a clear picture of whether your strategy will stand up under scrutiny. If you want to practice conducting blue team reviews, a prompt set in the color reviews topic allows you to do just that.
EXERCISE: Gold Team Review Exercise

The Gold Team is different from other reviews in that it is not about editing the proposal content; it is about executive sign-off on risk, liability, and commercial exposure. Members should include only people with authority: an executive sponsor, a finance lead, legal counsel if needed, and someone capable of reviewing risk and compliance.
TEMPLATE: Gold Team Review Template

The Gold Team is different from other reviews in that it is not about editing the proposal content. It is about executive sign-off on risk, liability, and commercial exposure. Members should include only people with authority: an executive sponsor, a finance lead, legal counsel if needed, and someone capable of reviewing risk and compliance.
TEMPLATE: Designing a Proposal Process Exercise Template

The Twennie Proposal Process Exercise Template is a practical companion to the “Designing a Proposal Process” video. It provides a step-by-step framework for building a consistent proposal process through six stages: exposing the team to best practices, choosing a medium, populating process lines, assigning responsibilities, and drawing the process. The template organizes tasks into three effort streams—minimal, usual, and full—each with distinct activities like go/no-go reviews, win strategy sessions, storyboarding, and color reviews.
VIDEO: Designing a Proposal Process

This Twennie hub video explores how to design a structured, repeatable proposal process that reduces stress, saves time, and increases win rates. It emphasizes assigning clear roles, creating three effort levels (minimal, usual, full), and using go/no-go reviews to set direction. You’ll learn to schedule realistic deadlines, run kick-off meetings, and develop win strategies, including Twennie’s Rapid Fire Methodology storyboarding exercise.
upcoming units
VIDEO: Why Culture Isn't Just Free Snacks - Designing a More Human Workplace

Culture can’t be reduced to free snacks or ping-pong tables. In this video, we explore what truly builds a strong workplace culture: connection, purpose, inclusion, and meaningful recognition. You’ll see why surface perks may get attention but don’t drive engagement or retention. Instead, employees stay where they feel human needs are met—where their work matters, relationships are strong, and leaders care. This video offers a practical, people-first lens on culture-building, helping you rethink what makes workplaces truly attractive and sustainable for the long term.
VIDEO: Leading a Team Through a Crisis

Every leader will face moments when plans unravel and pressure mounts. Leading a Team Through a Crisis prepares you for those moments. This video explores proven strategies for maintaining stability, protecting morale, and guiding teams through uncertainty. You’ll learn how to prioritize communication, make fast but thoughtful decisions, and sustain trust when the stakes are high.
VIDEO: Making a Proposal Easy to Read, Skim, and Evaluate 2

If you found the first video in this series helpful, make sure you watch this. Michele takes the next steps in improving the raw content received from the technical contributors by editing, reorganizing, and refining the win strategy. Watch this unpersuasive and overwritten Project Understanding be transformed into a powerful introductory section of a proposal that presents this consultant as the ideal team to do the work.
VIDEO: The First Step in Cross-Selling - Crossing Internal Boundaries

Cross-selling sounds simple—connect clients with more of your firm’s services—but in practice, it rarely happens consistently. Why? Professionals often avoid talking across departments, relying on sporadic meetings that miss opportunities. This series tackles the excuses and re-frames cross-selling as proactive communication between colleagues. Through short, practical activities like coffee talks, project sheet swaps, and problem-solving sessions, you’ll learn to build pathways that uncover opportunities, strengthen relationships, and present clients with integrated solutions.
VIDEO: The Pareto Principle in Practice

If 20% of your actions drive 80% of your outcomes, why does your calendar still look like 100%? This practical session shows you how to operationalize the Pareto Principle in real work—proposals, marketing, BD, and team ops. You’ll learn to define the outcome that matters, map your workflow, run a quick “Pareto scan” to find high-leverage tasks, and build a simple scoreboard that keeps the vital few front and center. We’ll create a not-to-do list, set up a weekly “Pareto sprint,” and use lightweight metrics to prove what’s working.
VIDEO: How Candid Communication Moves a Project Schedule Along

Project schedules can slip not because of technical missteps, but because honest conversations never happen. How Candid Communication Moves a Project Schedule demonstrates how direct, respectful communication can eliminate misunderstandings, prevent scope creep, and surface issues before they derail progress. Drawing on real-world examples from technical services, this video shows how transparency among team members, leaders, and clients creates stronger collaboration and builds trust.
VIDEO: 30-Day Systems Approach - Planning

This series is designed for technical services business units. Over 30 days, leaders and their teams first investigate performance issues by answering daily diagnostic questions, benchmarking results, and categorizing metrics into red, yellow, and green. Leaders then prioritize “easy-to-fix” items to create quick wins and establish a culture of improvement. At the planning stage, you will plan corrective measures for the coming quarter.
VIDEO: Making a Proposal Easy to Read, Skim, and Evaluate 3

This is the third video in this series. We get to watch as Michele finishes the Project Understanding piece and applies branding standards using a proposal template. Summaries make the proposal easier to evaluate, with helpful graphics, callouts, and descriptive headings. We watch as the final product takes shape, bringing together all the resources obtained through a less than perfect lead up to submission. This video provides valuable insight into making proposal magic happen even when time is short and the team can't devote the ideal level of commitment.
VIDEO: Interviewing a Client More Strategically

Most client interviews stay surface-level, covering only what’s obvious. Interviewing a Client More Strategically flips that script. This upcoming video gives you practical tools for steering conversations toward insight rather than information, helping you uncover what clients truly value, what drives their decisions, and what risks they worry about most. With sharper listening and intentional questioning, you’ll position your firm as indispensable rather than interchangeable.
VIDEO: What to Measure on Projects and Why

Project management analytics go far beyond tracking deadlines. They uncover hidden risks, highlight inefficiencies, and provide a clear picture of where your projects truly stand. This upcoming video introduces how teams can use metrics, dashboards, and trend analysis to move from reactive firefighting to proactive decision-making.
VIDEO: Making a Proposal Easy to Read, Skim, and Evaluate 4 - Strategies for AI-Assisted Evaluations

In this important and timely video, you’ll learn how to mirror the buyer’s rubric in your headings, write two-sentence section summaries, build a one-page compliance matrix, place evidence beside claims, design machine-readable tables, and avoid layout traps that confuse algorithms. We’ll finish with an in-house AI pre-flight checklist you can run before submission. Make it easier to find, verify, and score what matters. For teams competing in technical services today.
PROMPT SET: Practice Communicating Candidly a Day at a Time

Explore and practice your new candid communication skills with this prompt set, a series of brief exercises incorporating candid communication strategies that allow professionals to move projects along. Drawing on real-world examples from technical services, this prompt set shows how transparency among team members, leaders, and clients creates stronger collaboration and builds trust.
VIDEO: Using Lean in Project Management

Lean project management applies principles of efficiency and value creation to every stage of a project. Instead of layering on complexity, lean practices simplify workflows, eliminate waste, and improve communication between disciplines. This upcoming video explores how lean thinking empowers teams to deliver faster while maintaining quality and adaptability. You’ll see how tools like value stream mapping and incremental improvements create projects that are both efficient and resilient. Whether you’re tackling client deadlines or internal initiatives, lean project management helps you focus on what truly matters.
VIDEO: Turning a Project into a Business Development Powerhouse

Every major project your firm takes on has more potential than the final deliverable or the project sheet. A high-profile project can showcase expertise, build trust, and open doors to future work—if you leverage it strategically, and you don't have to wait until the project is finished to start. This upcoming video explores how to turn day-to-day project activity into business development momentum, from capturing insights to creating shareable success stories. Instead of waiting for marketing teams to “package” the results, you’ll learn to highlight your project’s value in real time and make it a business development powerhouse.
VIDEO: 9 Soft Skills to Accelerate Your Career

Soft skills are the hidden accelerators of success in technical environments. In this video, you’ll explore nine essential skills—from communication and emotional intelligence to adaptability and leadership—that elevate your professional impact. Whether you’re managing projects, mentoring others, or preparing for advancement, these skills determine how far your technical expertise can take you.
VIDEO: Twennie's 20 Rules of Storytelling

Storytelling isn’t just for novels or movies—it’s a critical skill in technical services. In Twennie’s 20 Rules of Storytelling, we explore the essentials of building powerful narratives: creating clear structure, keeping the stakes high, surprising your audience with unpredictability, and weaving in emotional resonance. These rules aren’t abstract; they’re practical tools to strengthen proposals, presentations, and workplace communication.
EXERCISE: Turning a Project into a Business Development Powerhouse

Big projects carry hidden business development potential—if you know how to uncover it. This exercise pushes you beyond routine project delivery, guiding you step by step to identify promotional angles, client-relationship touch points, and reputational wins embedded in your work. You’ll practice re-framing day-to-day tasks as opportunities to enhance visibility, strengthen client confidence, and build a stronger market profile. By completing this activity, you’ll see firsthand how your projects can be more than deliverables—they can become engines for positioning your team and firm for future success.
VIDEO: 3 Models for Annual Strategic Planning

Strategic planning includes analyzing past performance, reviewing market intelligence, and charting a course of growth for the coming year or years. It is essential to brand-building, evolution, and expanding a firm's reach with the client community. It goes beyond a SWOT analysis - real strategic planning covers your full inward and outward operational paradigm. These templates and exercises give you three possible methods of conducting this essential exercise.
TEMPLATE: Turning a Project into a Business Development Powerhouse

Don’t let your project files gather dust once delivery is complete. This template provides a structured way to record the stories, achievements, and key differentiators in your projects while they’re still unfolding. Use it to gather data, testimonials, visuals, and lessons that can be transformed into proposals, presentations, and client conversations. By using this tool regularly, you’ll build a library of business development assets tied directly to your project work, making each assignment a springboard for reputation, relationship-building, and new opportunities.
VIDEO: Acts of Kindness in the Workplace

Kindness isn’t just nice—it’s powerful. In Acts of Kindness in the Workplace, you’ll learn how empathy and generosity create stronger teams, reduce tension, and elevate overall performance. Through real examples and reflection prompts, Twennie explores how micro-moments of care—like gratitude, encouragement, and active listening—can build trust and shape positive work cultures.