Bid Manager Toolkit

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Proposal managers are delegated decision authority over proposal deliverables by the capture management, and work in collaboration with leads for technical and programmatic offerings.

More Uses of the Bid management Toolkit:

  • Provide leadership for other Business Development professionals and/or multi disciplinary proposal teams.

  • Formulate: effectively prioritize among multiple, competing, high priority responses.

  • Secure that your organization contributes to the development of proposal strategy, win themes, and differentiators.

  • Develop and maintain the Proposal Development schedule, outline, and compliance matrix.

  • Maintain consistent product messaging and updated product language and data.

  • Contribute to the development of written and graphical marketing and proposal matter.

  • Develop and maintain systems to manage documentation across legal, IT, Data Security, technical, pricing and product/business requirements.

  • Arrange that your strategy supports the final production, printing, and assembly of proposal volumes.

  • Provide sales support data with in depth analysis of the data to ensure sales team members are empowered to utilize the data effectively and efficiently.

  • Confirm your team ensures compliance with organization standards with your organization logo and consistency of marketing products.

  • Lead: direct and engage key personnel in all proposal review activities and ensures compliance with all corporate and legal requirements.

  • Manage work with others to incorporate technical, management, graphical, and other proposal elements into responses.

  • Secure that your organization complies; conducts ongoing Risk Management addressing volatility in proposal requirements, deadlines, and your offering.

  • Secure that your project provides Cost Estimates for clients by researching costs and negotiating with vendors.

  • Manage work with proposal management to integrate basis of estimates, and program strategy into a winning proposal.

  • Prepare initial assessment of the technical, financial, schedule or any other unusual risks associated with a proposal.

  • Pilot: proposal strategy framework creation and maintenance is also your responsibility.

  • Head: every employee has a stake in your mission with your employee stock option plan.

  • Warrant that your business leads weekly proposal team meetings to coordinate proposal activities and priorities.

  • Manage work with Project Managers, client managers and members of the management team to prepare and negotiate scope changes to projects as deemed necessary.

  • Develop: flexibility and adaptability able to assess and respond to the clients and situation requirements.

  • Collaborate with executives on bid/no bid decisions; sales strategy development and pricing for all organization lines of business.

  • Make sure that your organization provides writing, review, or professional support for various applications or subjects.

  • Confirm your strategy complies; capabilities, coupled with your Program Management expertise are tailored to fit the most challenging Business Needs.

  • Establish that your organization tracks status of data call responses and proposal input from all team members.

  • Develop: Information Assurance, information technology, intelligence, and Cybersecurity.

  • Devise tools to support the Project Managers and Client Managers with respect to Budget Management.

  • Formulate: an effective team member able to share information freely and share knowledge and seek the input of others.

  • Confirm your enterprise complies; as the clients primary interface for all budget and contractual activities.

  • Confirm your group leads internal proposal quality review to ensure team is on track to deliver a winning proposal.


Save time, empower your teams and effectively upgrade your processes with access to this practical Bid Manager Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Bid Manager related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Bid Manager specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Bid Manager Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Bid Manager improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. At what point will vulnerability assessments be performed once Bid Manager is put into production (e.g., ongoing Risk Management after implementation)?

  2. What is the magnitude of the improvements?

  3. Do your leaders quickly bounce back from setbacks?

  4. What is the cause of any Bid Manager gaps?

  5. Does management have the right priorities among projects?

  6. How do you mitigate Bid Manager risk?

  7. Do the Bid Manager decisions you make today help your organization in three years time?

  8. Is it economical; do you have the time and money?

  9. Is there a Bid Manager Communication plan covering who needs to get what information when?

  10. What are your Bid Manager processes?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Bid Manager book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Bid Manager self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Bid Manager Self-Assessment and Scorecard you will develop a clear picture of which Bid Manager areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Bid Manager Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Bid Manager projects with the 62 implementation resources:

  • 62 step-by-step Bid Manager Project Management Form Templates covering over 1500 Bid Manager project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Bid Manager project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Bid Manager project team have enough people to execute the Bid Manager project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Bid Manager project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Bid Manager Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Bid Manager project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Bid Manager project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Bid Manager project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Bid Manager project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Bid Manager project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Bid Manager project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Bid Manager project with this in-depth Bid Manager Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Bid Manager projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Bid Manager and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Bid Manager investments work better.

This Bid Manager All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.