Proposal Manager Templates
This Proposal Manager template pack 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 get the spreadsheets in Microsoft Word format and a free Microsoft Word Project Plan (27 pages).
Proposal Manager Templates: Contents & Format
The Proposal Manager’s Toolkit includes the following documents:
- 25 x Microsoft Excel spreadsheets
- 25 x Microsoft Word documents
- 27 page Project Plan in Microsoft Word
Proposal Manager Templates: Details
Control all proposals that you are responsible for. Sort by contributor, document number, proposal title, client name, date, review, status, and version.
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.
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.
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.
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.
Record details of the clarifications that either you or other bidders have submitted, such as Clarification number, Clarification, Answer, Comments, Status.
Record details of the debrief, including date, time, attendees, location, bid no., proposal title, and comments.
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.
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.
Record details of server pricings, including its description, Quantity, Unit Price, Installation Cost, VAT, Expenses and Total Cost.
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%.
Capture the pricing of different Service Level Agreement, e.g. Service Level 1, Service Level 2, Service Level 3.
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).
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.
Record the details of your main references, such as their Name, Company, Title, Email, Tel, Confirmed, Comments.
Ensure that the correct resumes (CVs) are included in each proposal.
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.
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.
Proposal Manager Templates: Screenshots
Table of Contents with Hyperlinks to other spreadsheets
Deliverables and Events Timelines