RFPs Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the RFPs 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 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which RFPs improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. Is it your organizations intention to review all of an RFPs simultaneously, regardless of coverage area or number of LOTS addressed in the vendor response?

  2. Are the areas ready to be used by the contractor or does the contractor need to carry out base building work prior to carrying out the fit up work?

  3. Will the offeror be expected to take responsibility for the work backlog, or will incumbent be required to work through the backlog?

  4. What mechanical, cosmetic, structural, equipment, livery or other modifications are implemented and on which types of assets?

  5. What penalty clauses are included in the current contract and what penalties have been levied on the current supplier?

  6. Are there slas on your organization to supply data and information requests either adhoc or on a reoccurring basis?

  7. Have your own Procurements or RFPs been delayed for additional information requested by the Tactical Planning Unit?

  8. What is your internal system for managing/overseeing your employees and continually evaluating the effectiveness?

  9. What type of electronics do you provide for collecting customer feedback and assessing satisfaction levels?

  10. Is the self sufficiency plan the same thing as the employability development plan, or something different?


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 RFPs book in PDF containing 996 requirements, which criteria correspond to the criteria in...

Your RFPs 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 RFPs Self-Assessment and Scorecard you will develop a clear picture of which RFPs 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 RFPs 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 RFPs projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Procurement Audit: Do established procedures ensure that computer programs will not pay the same group of invoices twice?

  2. Human Resource Management Plan: Is the assigned RFPs project manager a PMP (Certified RFPs project manager) and experienced?

  3. Procurement Audit: Are buyers rotated so that they do not deal with the same vendors year in and year out?

  4. Project Scope Statement: Is your organization structure appropriate for the RFPs projects size and complexity?

  5. Project Scope Statement: Will statistics related to QA be collected, trends analyzed, and problems raised as issues?

  6. Schedule Management Plan: Has the ims been resource-loaded and are assigned resources reasonable and available?

  7. Assumption and Constraint Log: Are there procedures in place to effectively manage interdependencies with other RFPs projects / systems?

  8. Quality Management Plan: How do you ensure that your sampling methods and procedures meet your data quality objectives?

  9. Procurement Audit: Is there a practice that prohibits signing blank purchase orders?

  10. WBS Dictionary: Are the procedures for identifying indirect costs to incurring organizations, indirect cost pools, and allocating the costs from the pools to the contracts formally documented?

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

1.0 Initiating Process Group:

  • 1.1 RFPs project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 RFPs project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 RFPs 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 RFPs 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 RFPs 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 RFPs project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose RFPs 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 RFPs 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 RFPs investments work better.

This RFPs 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.