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Proposal Manager
Toolkit
Contents
Spreadsheets
Screenshots
Order
Process
FAQ's
$24.99 |
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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: |
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Microsoft Excel |
25 spreadsheets |
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Microsoft Word |
25 documents |
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Project Plan
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27 pages in
Microsoft Word |
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Table of Contents
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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 |
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Worksheet |
Use this template to |
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Document Control |
Control all proposals that you are responsible for. Sort
by contributor, document number, proposal title, client
name, date, review, status, and version. |
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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. |
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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.
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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.
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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. |
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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. |
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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.
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Capture Review Meeting |
Schedule meetings with the proposal team members. Record
the Date, Time, Attendees, Agenda, Location, Bid No.,
Proposal Title, and Comments |
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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 |
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Clarifications |
Record details of the clarifications that either you or
other bidders have submitted, such as Clarification
number, Clarification, Answer, Comments, Status. |
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Post-Award Debrief |
Record details
of the debrief, including date, time, attendees, location,
bid no., proposal title, and comments. |
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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 |
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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 |
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Server Pricing |
Record details of server
pricings, including its description, Quantity, Unit Price,
Installation Cost, VAT, Expenses and Total Cost. |
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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%. |
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SLA
Pricings |
Capture the pricing of different Service Level Agreement,
e.g. Service Level 1, Service Level 2, Service Level 3 |
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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?). |
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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) |
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Client Meeting Schedule |
Arrange meetings with clients. Track the RFP #, Proposal
Title, Date, Location, Agenda, Comments, Status
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References |
Record the
details of your main references, such as their Name,
Company, Title, Email, Tel, Confirmed, Comments. |
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Resume Matrix |
Ensure that the correct
resumes (CVs) are included in each proposal. |
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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. |
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Partner/ Subcontractor Matrix |
Identify the
most appropriate partner for each proposal. Sort by
Partner, Key Contact, Role, Tel, Email, Skills. |
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Competitors Matrix |
Track your main competitors.
Record details of their name, Size, Recent Wins, Strength,
Weakness, and Industry. |
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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 |
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Table of Contents with Hyperlinks to other spreadsheets |
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Pricing Breakdown |
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Proposal Checklist |
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Deliverables and Events Timelines |
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Success Rates |
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Document Control
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Order Process |
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The Order Process
1. You click the BUY link.
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FAQ's |
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What
file formats are the templates?
All files are in Microsoft Word
and are Anti-Virus free!
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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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