RFP Response Toolkit

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Support commercial team in managing RFP Response database, consulting with Sales Enablement on sales trainings, developing prospect facing materials, and attending finalist meetings on behalf of client launch.

More Uses of the RFP Response Toolkit:

  • Capture and manage RFP Responses in a knowledge base, ensuring consistent voice across all departments.

  • Lead the creation of customer RFP Response materials.

  • Support Business Development with security related RFP Response content.

  • Write RFP Responses related to Solution Architecture.

  • Methodize: continuously tack evaluate and improve RFP Responses based on Customer Feedback, sales needs and Market Research.

  • Pilot: creation of accurate, compelling and client focused RFP Responses.

  • Analyze requirements and write/create/find RFP Responses matching the requirements.

  • Manage work with sales and solution engineers on RFP Responses and pricing for installation services.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the RFP Response 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 997 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which RFP Response improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. Is password-protected access to content expected to tie to user login and role, or is the expectation that any piece of content may have a unique password separate from user login?

  2. Is the RFI only asking for a solutions provider that owns/operates its own cloud or would an authorized/certified reseller of Cloud Solutions be allowed to respond to a formal RFP?

  3. Will your organization consider an alternative RFP response which would include a vendor provided hosted/managed cloud service that would meet the requirements/needs of an RFP?

  4. Is a ballpark estimate along with description of approach acceptable for an RFP response, given you will need more details before formulating an official timeline?

  5. Will a separate, secure web browser be part of your organizations Mobile Device Management needs in order to selectively block or allow access to web sites?

  6. Can a single installation command from the administration tool be used to manage all local and remote system locations within an enterprise simultaneously?

  7. What will your team need from staff to ensure the communications work is successful, particularly in terms of collaboration, planning, and information?

  8. Which parts of your equipment stack will support server virtualization, and would you encourage or discourage use of virtualization in the system?

  9. What technologies are utilized in your interpreter call centers to increase the quality, efficiency or effectiveness of language service delivery?

  10. How do you assist in the ongoing support of that core technology, from the endpoint to the Data Center, so that all tools reach maximum maturity?

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 RFP Response book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Requirements Management Plan: Which hardware or software, related to, or as outcome of the RFP Response project is new to your organization?

  2. Change Request: Can static requirements change attributes like the size of the change be used to predict reliability in execution?

  3. Cost Estimating Worksheet: Will the RFP Response project collaborate with the local community and leverage resources?

  4. Procurement Audit: Are all claims certified by the officer giving rise to the claim (usually the purchasing agent)?

  5. Human Resource Management Plan: Is the current culture aligned with the vision, mission, and values of the department?

  6. Change Request: Is it feasible to use requirements attributes as predictors of reliability?

  7. Quality Audit: How does your organization know that it is appropriately effective and constructive in preparing its staff for organizational aspirations?

  8. Source Selection Criteria: What are the special considerations for preaward debriefings?

  9. Procurement Audit: Does the procurement unit have sound commercial awareness and knowledge of suppliers and the market?

  10. Human Resource Management Plan: Is the assigned RFP Response Project Manager a PMP (Certified RFP Response Project Manager) and experienced?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose RFP Response 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 RFP Response 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 RFP Response investments work better.

This RFP Response 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.