Blog Title: Observations from a Tech Architect

Developing Proposal Project Budgets

The purpose of this task is to develop the proposal project budget estimates for tracking and monitoring the proposal project’s financial performance. Preparing the Proposal Project Budget Use the standard project financial management tool to prepa...

Conducting Green Team Proposal Reviews

The purpose of this task is to review and challenge the technical solution, management approach, and costing assumptions. What is a Green Team Review? This review focuses on delivery responsibilities with a view to obtaining delivery support of the...

Organizing a Green Team or Red Team Proposal Review

For successful Green Team or Red Team Reviews, select individuals that: · have experience appropriate to the opportunity, · are available for the review period, · are qualified to speak on issues, · have experience in related fields, ...

Proposal Review Team Process Template

REVIEW TEAM PROCESS TEMPLATE Customer Name:   Project Name/Code:   ...

Contract Checklist for Minimizing Risk

CONTRACT CHECKLIST FOR MINIMIZING RISK Project Name:   Project Code: ...

Developing a Proposal Pricing Approach

The purpose of this task is to develop a pricing approach and cost topics, which will support the decision to bid and Win Strategy and guide the proposal development effort. Developing a Pricing Approach Develop the Pricing Approach that: · dem...

Determining Pricing Competitiveness for Proposals

It is important to evaluate the significance of pricing to the customer, assess the Company’s position in terms of pricing, and determine pricing competitiveness. Using the Pricing Competitiveness Checklist, evaluate pricing factors that should be co...

Customer/Competitor Pricing Matrix Template

CUSTOMER/COMPETITOR PRICING MATRIX TEMPLATE Customer   Project Id/Code   ...

Pricing Competitiveness Checklist

PRICING COMPETITIVENESS CHECKLIST Customer Name:   Project Name/Code: ...

Pricing Approach Checklist

PRICING APPROACH CHECKLIST Customer Name:   Project Name/Code: ...

Developing a High-Level Management Approach for Proposals

The purpose of this task is to create a high-level approach for the management and delivery of the technical solution, which will support the decision to bid and guide the proposal development effort. Developing a Management Approach Prepare for th...

Management Proposal Content Checklist

MANAGEMENT PROPOSAL CONTENT CHECKLIST Customer Name: Opportunity Qualification Stage Bid and Proposal Stage ...

Developing the High-Level Technical Solution

The purpose of this task is to develop a high-level solution to meet the customer's requirements, which will support the decision to bid and guide the proposal development effort. Developing a Technical Solution Prepare for the development of a Hig...

Reviewing the Proposal Solution & Approach with the Customer

If procurement regulations allow, meet with the customer whenever possible to review the evolving technical solution and approach and to learn as much as you can while you are informing. Especially “test the water” when considering innovative solutio...

Assessing the Proposal Solution & Approach

To support a bid decision on large opportunities, compare the high-level technical solution and management approach to the customer’s requirements and competitors’ approaches, and determine actions to minimize the Company’s weaknesses and neutralize ...