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.
Instant Download – MS Word + Excel
25 Proposal Forms & Checklists Screenshots
Instant Download – MS Word + Excel
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:
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.
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.
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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.”
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Instant Download – MS Word + Excel
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|
|Client Meeting Schedule|
|Inventory of Supplies|
|Partner / Subcontractor Matrix|
|Proposal Development Schedule|
Instant Download – MS Word + Excel
File Format: The templates are in Microsoft Word (.docx) and Excel format (.xlsx).
File Size: The Download file is 2 MBs.
Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.
Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click File, Save As and save the files. There are no security settings on any of the files.
Images: All of the images in the templates are copyright free.
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Since 1998, Klariti provided products and services to Accenture, AIG, Bearing Point, Cap Gemini, Cisco, Disney, Ernst & Young, GE, HBO, IBM, J.P. Morgan, KLM, KPMG, Lehman Brothers, LEVI’S, MacDonalds, Macy’s, Mayo Clinic, McCormick, McGrawHill, MEGA, Mesirow , Mitre, NHL, NTL, OmniVision, Oracle, OshKosh, PennWest Energy, Pepico, Performance Technologies, Philips, PriceWaterhouseCoopers, PV Cycle, Raytheon, Reuters, Roche, Rogers, SAAB, Sabre Holding, Safeway, Sagem Morpho, Sara Lee, Shaw, Shell, Siemens, Sikorsky, Sobeys, SpeakEasy, SunPower, Sydney Opera House, Symantec, TATA, Tetra, ThyssenKrupp, TNT, Toyota, Travellers, TYCO, UC Davis, Verizon, Visteon, Vodafone, Wachovia Securities, Wal Mart, Whirlpool, WIPRO, Zurich.
I am here to help you with any questions. You can contact me directly if you need any helping using these templates.
What file formats do the templates work in?
The files work in MS Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac), and Google Docs.
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After you make the payment, you are sent an email. This has a link to a Download Page from where you can save the templates,
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What is the refund policy?
We offer a 60 days refund policy.
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Please email ivan at klariti.com or info at klariti.com or ivanawalsh at gmail.com. Please include your order number.
Help! I’ve accidentally deleted my templates!
Just drop us a line with the order number. We’ll send it out.
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