Top Tips Copy
Sending

First Steps

As soon as you have access to the documents, read everything carefully in order to understand the full extent of what needs to be completed. The next step is to establish the roles and responsibilities of the people who will be involved in writing and gain their commitment. Finally, project manage the preparation of the … Read more..

Get Ready

The quieter summer period is a great time to review your tender library and check that all relevant materials are easily accessible. Typically, organisations should have the following information ready to submit or edit as required: commercial data and certificates, policy documents, technical specifications and procedures, case studies, CVs and training records. Having a comprehensive … Read more..

Innovative Pricing

There are many ways to offer innovation in the commercial section of a bid, even when presented with a prescriptive template. Think about the benefits the client will gain with different pricing models and present these alongside the actual prices. It may be necessary to submit an “alternative offer“, in which case you should clarify … Read more..

Risk

Many proposals ask specifically about the management of risk but even when they do not, it is an area which needs careful consideration. The risks may be to time, budget, delivery, safety or image.  They may or may not be within your control.  They may affect the client, you or other stakeholders. All clients want … Read more..

Out of Time

When the clock is ticking and you don’t have enough hours in the day to complete a proposal document, make sure you prioritise the important tasks. The most important thing to do is to ensure your bid is compliant by checking you have answered all the client’s questions and attached all the relevant information. The … Read more..

Perfect Pitch

When preparing for a pitch, it is important that the whole team prepares together otherwise you risk looking like a disjointed group of individuals during the presentation. A good approach is to spend time critiquing each other’s presentations to achieve consistency in tone and messaging. Having got through the initial stages of selection by preparing … Read more..

Pitching

When preparing an interview or pitch presentation, ensure you think about your audience and their needs. They will want to understand how the team operates, who they will be dealing with and also get answers to their questions. Do not make them endure a slick corporate sales pitch or suffer from death by PowerPoint.