ROles in Proposal Management
Clear roles and responsibilites are required for success.
Instructions 1. As a team, work through each role in Proposal Management using the interactive below. 2. Discuss any times when the roles have been blurred? People wearing multiple hats? 3. Discuss with your team the importance of role clarity in Proposal Management. What are the consequences of poor clarity?
Other Roles
Bid Principal
Account Leader
Submission Support
Bid Manager
The Bid Manager is pivotal to success. Commercial. Technical. Legal.....
The Bid Principal is the gate Keeper for the overall production.
Project Controls. Technical Writers. Subject Matter Experts
Bid Manager and Submission Support must be a dynamic duo.
Relationships are key to WINning work.
Role Clarity is critical!!
The Decision to Bid has been approved! Bid Manager Tool Box
Instructions1. Use the interactive to unpack the tool assigned to your team and add your responses to the Padlet.
Bid Program and Actions Tracker
Decision to Bid Estimator Tool
Standards Projects Estimating Tool
Writing Plan and CV Tracker
Bid Kick Off Meeting
Accurate estimates make for closer alignment to proposal budgets & timelines.
Kick-off meeting with bid team to review bid program and actions.
The Bid Program and Actions Tracker help drive a strong bid process.
These tools scaffold writing, CV customisation & deadlines.
A tool that captures critical commercial considerations.
Bid Managers in action!!!
Proposal Management Supporting Interactive FINAL USE
Cressida Byrne
Created on May 1, 2023
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Transcript
ROles in Proposal Management
Clear roles and responsibilites are required for success.
Instructions 1. As a team, work through each role in Proposal Management using the interactive below. 2. Discuss any times when the roles have been blurred? People wearing multiple hats? 3. Discuss with your team the importance of role clarity in Proposal Management. What are the consequences of poor clarity?
Other Roles
Bid Principal
Account Leader
Submission Support
Bid Manager
The Bid Manager is pivotal to success. Commercial. Technical. Legal.....
The Bid Principal is the gate Keeper for the overall production.
Project Controls. Technical Writers. Subject Matter Experts
Bid Manager and Submission Support must be a dynamic duo.
Relationships are key to WINning work.
Role Clarity is critical!!
The Decision to Bid has been approved! Bid Manager Tool Box
Instructions1. Use the interactive to unpack the tool assigned to your team and add your responses to the Padlet.
Bid Program and Actions Tracker
Decision to Bid Estimator Tool
Standards Projects Estimating Tool
Writing Plan and CV Tracker
Bid Kick Off Meeting
Accurate estimates make for closer alignment to proposal budgets & timelines.
Kick-off meeting with bid team to review bid program and actions.
The Bid Program and Actions Tracker help drive a strong bid process.
These tools scaffold writing, CV customisation & deadlines.
A tool that captures critical commercial considerations.
Bid Managers in action!!!