Top Tips Copy
Sending

Review and Approve

In terms of objectives, there is a difference between asking senior staff to review a tender and asking them to approve it. ‘Review’ implies that constructive feedback will be given, leading to content changes, while ‘approval’ relates to financial sign-off and risk evaluation. A good bid manager will ensure each stage is allocated to the correct people, at the … Read more..

Bid Process

A good bid process is easily understood by all staff and is adhered to in all departments. It should capture the steps needed to take the bid from initiation through production and approval, on to the final wash-up and tracking. As with all processes, it should be reviewed annually to ensure it is fit-for-purpose and … Read more..

Adapting CVs

It is sometimes necessary to create a CV which suits the client’s requirements for a role. As an example, you may need an Account Manager but don’t have that role within your company so will have to adapt a CV from a Sales Manager. Ensure their CV highlights all their relevant Account Management experience and … Read more..

Proposal Training

Writing bids and tenders is a skill which does not come naturally to most people, particularly those who come from technical disciplines. An in-house training course is a cost-effective way of improving the quality of bids and increasing win rates, without engaging additional resources. Once trained, staff are confident and skilled at producing highly relevant … Read more..

CV Photos

It is normal to include staff photographs on CVs which are submitted with bid, proposal and tender documents. A good head and shoulders shot is all that is required but you should ensure these are up-to-date and look professional. If you present an assortment of selfies and outdated images, the client will probably form an … Read more..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.

Personnel

In a proposal or tender, the client wants to know the role your staff will take on their project. If it appears that they are extremely busy with other projects, the client may be concerned about their availability or commitment. Use headings such as “roles and responsibilities on your project” to emphasise the relevant points.

Pitch Perfect

It is normal to be invited to make a presentation (or pitch) during the final stages of tender selection. During your preparation, you need to consider the dynamics within the team as well as the content of the presentation.  Assuming you want the client to view your team as a cohesive unit, they must practice … Read more..