Objectives

• Decide whether to move from a Lead to an Opportunity and begin Capture Planning; decide whether this opportunity is something we should allocate resource and budget to pursuing
• Identify the tier of the opportunity and the associated process
• Agree our pursuit actions

Inputs

• Gate 0 slide pack
• EoI documents (if available)
• Completed qualification scorecard
• Key client info: purpose, client, stakeholders, budget competitors

Outputs

• Decision to pursue or no pursue
• Confirmation of bid tier
• Agreed actions

Participants

• Head of bids (chair)
• Capture Lead
• Practice Director

Objectives

• Evaluate the opportunity (following ITT release) and decide to bid or not
• Identify our actions and next steps

Inputs

• ITT documents
• Gate 2 slide pack
• Updated qualification scorecard
• Short term bid schedule
• Consideration of resource allocation and availability cf other opportunities and live projects
• SharePoint site

Outputs

• Approval to proceed
• Updated qualification scorecard
• Agreed actions

Participants

• Head of bids (chair)
• Capture Lead
• Practice Director
• Finance Director

Objectives

• Evaluate the opportunity (following solution design and costing) and decide whether to continue bidding or not
• Identify our actions and next steps

Inputs

• Review 1 (solution) outcome
• Review 2 (commercial) outcome
• Qualification scorecard
• Long term bid schedule

Outputs

• Comments for improvement

Participants

• Head of bids (chair)
• Capture Lead
• Practice Director

Objectives

• Independent review and approval of the proposed solution

Inputs

• SoR summary
• Solution workshop mindmap

Outputs

• Comments/actions for improvement

Participants

• CTO

Objectives

• Identify our actions (what, when, who, how)

Inputs

• Agenda/ slide pack
• Compliance matrix
• Deliverables tracker
• Draft proposal schedule

Outputs

• Completed deliverables tracker
• Agreed proposal schedule

Participants

• Bid Director
• Bid Manager
• Bid Coordinator
• Bid writers

Objectives

• Review the storyboards for:
  • Appropriateness – Does our response answer the question?
  • Structure – Are you content with the order of our responses, does it tell a logical story?
  • Completeness - Are there any gaps to address?
  • Examples - Where can we add context in the form of specific and relevant details about your organization's approach, plans, systems, and measures for this project.
  • Examples - Where can we add evidence in the form of case studies, examples.

Inputs

• Completed storyboards for each response.

Outputs

• Response score
• Actions for improvement

Participants

• Variable by tier and thematic – see responsibility matrix

Objectives

• To review and score the first draft for:
  • Completeness - Are there gaps to address?
  • Customer focus - Are we addressing the customer's issues?
  • Clarity - Do we clearly communicate our win strategy and solution? After reading our response could you confidently describe our approach?Can this
  • Conciseness - Is there any unnecessary text that can be cut out? Can we convey the same message with fewer words?

Inputs

• Completed first draft
• SoR summary
• ITT Scoring Guides
• Win themes

Outputs

• XXX

Participants

• AI reviewer

Objectives

• To review and score the response in their final state and do a ‘would I buy from TAG’ check
  • Customer focus - Are we addressing the customer's issues?
  • Clarity - Do we clearly communicate our win strategy and solution? After reading our response could you confidently describe our approach?
  • Completeness - Are there any gaps that need addressing?
  • Consistency – After reviewing all responses does the whole proposal hang together as a whole? Do we convey a consistent story across all responses?

Inputs

• Completed second draft
• SoR summary
• ITT Scoring Guides
• Win themes

Outputs

• Response score
• Actions for improvement

Participants

• Variable by tier and thematic – see responsibility matrix

Objectives

• To review the costs model to ensure it reflects the technical solution agreed
• Identify any unforeseen cost impacts

Inputs

• Commercial strategy
• Cost model (pre-circulated to the Finance Director which provides:
  • an understanding of the cost structure/ contingency estimate/ costing scenarios/ variation options/ price estimate

Outputs

• Approval from Finance Director to proceed or repeat
• Actions for amendment

Participants

• Finance Director
• Practice Director
• Commercial Lead

Objectives

• To verify that our proposed price conforms to the price-to-win strategy
• Confirm our offer entails acceptable profit and risk

Inputs

• Price to win strategy
• Cost model (pre-circulated to the Finance Director which provides:
  • baseline pricing structure/ baseline contingency reserve/ preparation of pricing scenarios/ baseline price model

Outputs

• Decision point on next stage: Sign off and include in proposal or repeat

Participants

• Finance Director
• Commercial Lead
• Practice Director