Proposal Manager Templates (25 Word+Excel)

Writing your first business proposal? There’s a lot to manage besides the writing, isn’t there? That’s why we created this set of templates. It covers everything you need to prepare, write, respond, and coordinate your proposal development activities.

Example of spreadsheet to coordinate the deliverables you need to prepare for the bid

What’s in the Proposal Manager template pack?

Your Proposal Manager Toolkit includes the following:

  • 25 x Microsoft Excel spreadsheets
  • 25 x Microsoft Word documents

It includes Bid-No Bid log, Clarifications, Competitors Matrix, Costs Breakdown, Deliverables Timetable, Partner / Subcontractor Matrix, Phased Costs, Post-Award Debrief, Proposal Checklist, Proposal Development Schedule, References, RFP Schedule, Status Report, and Success Ratio templates.

This template pack includes 25 logs, forms, checklists, and templates to help you succeed as a Proposal Manager. It includes Bid-No Bid log, Clarifications, Competitors Matrix, Costs Breakdown, Deliverables Timetable, Partner / Subcontractor Matrix, Phased Costs, Post-Award Debrief, Proposal Checklist, Proposal Development Schedule, References, RFP Schedule, Status Report, and Success Ratio templates.

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25 Proposal Forms & Checklists Screenshots

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What Business Proposal Templates do I need?

You probably don’t need all these templates, especially if you’re just starting out. However, having them on your C drive, ready to use if you ever need them, means you don’t have to go searching for them later on. You can relax knowing you have all the tools you need to coordinate your response to the RFP.

Of course, you can also modify and tweak these templates for other projects. A nice timesaver, no?

Here’s what you get. I think you’ll agree it’s a pretty good deal for the price.

You get 25 Proposal Templates including the following:

Document Control

Control all proposals that you are responsible for. Sort by contributor, document number, proposal title, client name, date, review, status, and version.

RFP Schedule

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.

Success Ratio

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.

Deliverables Timetable

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.

Proposal Checklist

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.

Clarifications

Record details of the clarifications that either you or other bidders have submitted, such as Clarification number, Clarification, Answer, Comments, Status.

Post-Award Debrief

Record details of the debrief, including date, time, attendees, location, bid no., proposal title, and comments.

Costs Breakdown

Capture the overall costs by Section, Description, and Price.

Software Pricing

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.

Server Pricing

Record details of server pricings, including its description, Quantity, Unit Price, Installation Cost, VAT, Expenses and Total Cost.

Phased Costs

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%.

SLA Pricings

Capture the pricing of different Service Level Agreement, e.g. Service Level 1, Service Level 2, Service Level 3.

Risk Assessment

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?).

Status Report

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.

References

Record the details of your main references, such as their Name, Company, Title, Email, Tel, Confirmed, Comments.

Resume Matrix

Ensure that the correct resumes (CVs) are included in each proposal.

Skills Matrix

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.

Competitors Matrix

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.

Customers

Since 1998, I’ve worked with our partner Klariti.com has provided products and services to some of the largest companies in the world including AIG, Bearing Point, Cisco, Coca Cola Corp, Dell, EDS, Ernst & Young, GE, HBO, IBM, Intel, JP Morgan, KLM Airlines, KPMG, Macy’s, McDonalds, Microsoft, Oracle, Price Waterhouse Coopers, Saab, Safeway , Sara Lee, Siemens, TATA, Toyota, Vodaphone, Walmart, and Western Union.

Endorsements

“Thank you, it is pleasant and refreshing to find a company with such a sense of customer service, I cannot remember when I have seen such service. when I first ordered, I have to admit that I was skeptical as to the final results, but am pleased to report that I am 200% satisfied with your service and quick responses. I will use this service in the future and recommend it to many others.”
Brad Porter

“Ivan,
Thank you for going the extra mile and making it work in my “outdated” Excel program! If you need a testimonial for your website, I’ll gladly write one up. I so appreciate your kindness, persistence and patience.”
Suzanne, Virginia
“I have now purchased 3 different documents. They are very simple to understand, well laid out and very well written. Thank you for saving me weeks, if not months of frustration.”
Dan Faubion
Advnt Biotechnologies, Phoenix, Arizona 85027

“Thank you for your prompt response. If you would like to have a reference, you can quote me. ‘Top professional templates and excellent customer service‘”
Regards
Frederick Tsang

“Hi Ivan, thank you so much. I am blown away with the promptness of your response. I didn’t expect to hear from you so soon. Thanks again.”
Kathy

“Thanks Ivan. Rare to find such service online. Really appreciate it.”
Regards,
Prema

“Thanks for the quick response. The documents meet my business need beautifully.”
Regards,
Leonard

“I’d just like to compliment, how much I really like the quality of your work (the frameworks are very structured and clear) and it is very convenient to use as well. Once again, thank you so much.”
Regards,
Cherry, Australia

Kudos to you for going the extra steps for me read your files and be able to utilize them.”
Sincerely A Happy Customer!
Jacqueline

You can read more Customer Testimonials here.

Instant Download – MS Word + Excel

Download Now for only $9.99!

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Business Proposal Template Pack

The templates are in Microsoft Word and Excel and can be downloaded online for only $9.99. The template pack includes the following documents:

Templates delivered in: Excel Word
Bid Team Roles and Responsibilities
Bid-No Bid Log
Capture Review Meeting
Clarifications
Client Meeting Schedule
Competitors Matrix
Costs Breakdown
Deliverables Timetable
Document Control
Inventory of Supplies
Partner / Subcontractor Matrix
Phased Costs
Post-Award Debrief
Proposal Checklist
Proposal Development Schedule
References
Resume Matrix
RFP Schedule
Risk Assessment
Server Pricing
Skills Matrix
SLA Pricings
Software Pricing
Status Report
Success Ratio

Instant Download – MS Word + Excel

Download Now for only $9.99!

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Supports Windows 98, Me, 2000, 2003, XP, Vista.

1. What file formats are the templates in?

The templates are in Microsoft Word (.doc) and Excel (.xls) format . They work on Word 97, 2003 and 2007 and Apple Macintosh computers.

2. Can I download them online?

You, can download the files instantly.

After you make the payment, you are automatically sent an email with a link to Download the templates to your PC.

3. What is the license agreement?

You can change any part of the templates that you wish. You can remove all logos, branding and references to Klariti, for example, the logo on the cover page. You can share the templates with your colleagues and re-use them as you need.

The main restriction is that you cannot sell, rent or license these templates as though they were your own. These templates are for you —and your colleagues — usage only. You can read the full license Agreement here

4. What is the refund policy?

We offer a 60 days refund policy.

5. Can I ask you a question?

Of course. You can contact me at

Instant Download – MS Word + Excel

Download Now for only $9.99!

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