Proposal Manager ToolKit  

 

Proposal Manager Toolkit

Contents  Spreadsheets   Screenshots  Order Process  FAQ's

$24.99

This Toolkit includes 25 Microsoft Excel Spreadsheets which provide you with the logs, forms, checklists, and templates you need to succeed as a Proposal Manager. You also receive the spreadsheets converted into Microsoft Word format and a free Microsoft Word Project Plan (27 pages).

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This Toolkit includes the following documents:

Microsoft Excel

25 spreadsheets

Microsoft Word

25 documents

Project Plan

27 pages in Microsoft Word

Table of Contents

This Proposal Manager Toolkit includes 25 Microsoft Excel Spreadsheets which provide you with the logs, forms, checklists, and templates you need to succeed as a Proposal Manager. When you purchase the Proposal Manager Toolkit, you also receive the spreadsheets converted into Microsoft Word format and a free Microsoft Word Project Plan (27 pages. )

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Spreadsheets Table of Contents

Worksheet Use this template to
Document Control Control all proposals that you are responsible for. Sort by contributor, document number, proposal title, client name, date, review, status, and version.
RFP Schedule Monitor the schedule of all RFPs that your company plans to bid for. Sort the spreadsheet by Issuers (e.g. Dept of Transport), official document number, proposal title, publication date, submission date, Bid Manager, review date, and its Status, such as Bid or No Bid.
Bid-No Bid Log Record which RFPs (ITTs) you decide to bid or not bid for. Record the Request For Proposal number, submission date, likelihood of success (e.g. 75% chance of winning bid), its estimated value, potential profit, and risk status. 
Success Ratio Track the success ratio of bids you have submitted. Sort by proposal number, Bid Manager, reason for success (or failure) to win bid, comments, and bid results.
Proposal Development Schedule Monitor the tasks allocated to team members for the duration of the proposal lifecycle. Sort by team member, section/task (e.g. writer Andy.T is responsible for sections 1,2 4), review and finish dates, status (draft, under review or signed-off), and other comments.
Deliverables Timetable Track the project's development phases (i.e. design, development, testing), timeframes, due dates, deliverables and key events, such as Go Live dates.
Bid Team Roles and Responsibilities Record the bid team's roles and responsibility by tracking the Request for Proposal's #, its value (i.e. L/M/H), date issued, who it is assigned to, their role on the project, and the proposal's status, due date and description.  
Capture Review Meeting Schedule meetings with the proposal team members. Record the Date, Time, Attendees, Agenda, Location, Bid No., Proposal Title, and Comments
Proposal Checklist Check that you have covered all the key areas, such as RFP Name, Bid Manager, Section #, Requirements, Description, Priority, Availability, Comment, Resource, and Due Date
Clarifications Record details of the clarifications that either you or other bidders have submitted, such as Clarification number, Clarification, Answer, Comments, Status.
Post-Award Debrief Record details of the debrief, including date, time, attendees, location, bid no., proposal title, and comments.
Costs Breakdown Capture the overall costs by Section, Description, and Price, e.g. Requirements 2.1, Software Requirements, will cost $11,000.00; Rqmnts 2.2.1, Training will cost $5,000.00
Software Pricing Record details of the software costing (e.g. 3rd party application), such as its description, qty, Unit Price, Installation Cost, VAT, Comments, Total Cost, and details of Single User, Group License, Shareware
Server Pricing Record details of server pricings, including its description, Quantity, Unit Price, Installation Cost, VAT, Expenses and Total Cost.
Phased Costs Record the costs of all development phases (e.g. Year 1, Year2, Year3) for Software Development, Services, Software, Hardware, Network, Telecommunications, Training, Contingency, and Total. Include the accuracy of this estimate, e.g up to 50% 60% 70% 80% 90%.
SLA Pricings Capture the pricing of different Service Level Agreement, e.g. Service Level 1, Service Level 2, Service Level 3
Risk Assessment Assess the level of risk involved, e.g. Risk Level Range, Risk Item, The Risk Score, Budget Risk (What risk does the budget represent?), External Dependencies Risk (Dependencies on sub-contractors?), Management Risk, Critical Risk (How critical is this bid for the company?), Failure Risk (What is the risk of failure?), and Complexity Risk (How complex is the bid?).
Status Report Track the main issues for each project, such as the level of severity, key deliverables, their value, and the level of severity (5 = High, 1 = Low)
Client Meeting Schedule Arrange meetings with clients. Track the RFP #, Proposal Title, Date, Location, Agenda, Comments, Status
References Record the details of your main references, such as their Name, Company, Title, Email, Tel, Confirmed, Comments.
Resume Matrix Ensure that the correct resumes (CVs) are included in each proposal.
Skills Matrix Locate the most appropriate individuals for each proposal. Sort by Name, Degree, Masters, Ph. D, Prince 2, Years Exp., Security Clearance, IBM Certified, SUN Certified, Novell Certified, Microsoft Certified.
Partner/ Subcontractor Matrix Identify the most appropriate partner for each proposal. Sort by Partner, Key Contact, Role, Tel, Email, Skills.
Competitors Matrix Track your main competitors. Record details of their name, Size, Recent Wins, Strength, Weakness, and Industry.
Inventory of Supplies Maintain an inventory of office and production supplies. Record Order Dates, Item, Supplier, Tel, PO Number, In Stock.

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Screenshots

Proposal Manager Toolkit - Table of Contents

Table of Contents with Hyperlinks to other spreadsheets

Proposal Manager Toolkit - Pricing Breakdown

Pricing Breakdown

Proposal Checklist

Proposal Checklist

Deliverables and Events Timelines

Deliverables and Events Timelines

Success Rates

Success Rates

Document Control

Document Control

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Order Process

The Order Process

1. You click the BUY link.

2. This sends you to Clickbank.com, our ecommerce partner.

Clickbank, our Ecommerce partner

3. You are asked to fill in your details.

4. Your payment is processed instantly.

5. You are sent back to MySoftWareTemplates.com where you can download the template immediately.

Your credit card statement will show a payment to CLIKBANK.

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  FAQ's

What file formats are the templates? All files are in Microsoft Word and are Anti-Virus free! 

How soon can I download them? Immediately after you pay online, you are sent to a page where you can download the templates online.

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