Tender Writing: Your proposal checklist

Proposal Checklist – Preparing to write your proposal submission

Now that you have thought about how your company will handle the tendering process, it is time to think about writing the tender itself.  There are things you should consider, and information you should gather, before beginning to write so you create the best document you are capable of.

  • What do you know about your client?  This information can be extremely useful in knowing how to pitch your document.  Perhaps the client is looking for particular benefits, for example price or level of service.
  • Make sure you are not just there to test the market or to make up numbers.  You may even want to think about requesting your customers sign a non-disclosure agreement before presenting.  This will help to ensure any ideas or information you wish to protect remains yours.
  • If you are bidding for something the customer has previously received from someone else, what can you learn from the service provided by the current or previous supplier?  You are allowed to ask the customer about this and it may help lend more insight into how to fit your bid to their needs.
  • Make sure you have all the latest information from your team, are you up to date with all the work your they have been doing on the bid?
  • Have you collected all of the relevant documents and information you will need when writing your bid, in particular, your quotation?
  • Read all the requirements and follow the instructions to the letter.  It may surprise you to learn that lots of bids are rejected simply for not complying with the instructions.  (Or it may not surprise you at all, if yours has been one of them!)
  • Remember you’re in competition.  It may help to think about what you would consider if a company was bidding to you.

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