PROJECT PROPOSAL WORK SHEET: <%=(title.Fields.Item("Project").Value)%>

Contributor: | <%=(rmpr.Fields.Item("cont").Value)%> | Date: | <%= DoDateTime((rmpr.Fields.Item("d").Value), 1, 2057) %>

PHASE
CONTRIBUTING FACTORS
CURRENT STATUS
REQUIRED ACTION

| Positive Neutral Negative | Compensate Promote | Disregard
PROPOSALS AND BRIEFS
Can you do the job? Competent team |  |
Are you qualified to do the job? Qualified team |  |
Have you the resources to do the job? Adequate resources |  |
Are you registered on the bidder's list? Registered on bidder's list |  |
Have you received all the RFP documentation? Received RFP |  |
Have you enough information to prepare a proposal? Sufficient information |  |
What influences are likely to affect the project at different levels of resolution? Likely influences |  |
Are you confident you can handle the influence? Confidence level |  |
Have you planned how to go about doing the project? Planning O.K. |  |
Do you want the project? Project wanted |  |
PREPARATION OF PROPOSAL
Excutive summary included? Excutive summary |  |
Background and qualifications of organisation included? Boilerplate |  |
Statement of problem included? Statement of problem |  |
Technical discussion clear, concise and accurate? Technical discussion |  |
Statement of work included? Statement of work |  |
Resources, key personnel and organisation described? Organization structure |  |
Compatibility with project Resources description |  |
Qualifications and experience Key personnel |  |
Project plan included? Project plan |  |
Estimate of cost included? Cost estimate |  |
Conclusion adequately supported? Conclusions |  |
Appendices necessary and sufficient? Appendices |  |
Proposal responsive to request for proposal? Responsive to RFP |  |
Proposal submitted on time? Proposal on schedule |  |
NEGOTIATIONS
Prepared to respond to weaknesses in proposal? Weaknesses addressed |  |
Prepared for oral presentation? Oral presentation |  |
Project plan included? Project planning |  |
Update accounting system? Accounting system |  |
In a position to start work if contract is awarded? Team organisation |  |
Prepared for final negotiations? Proposal analysis |  |
DEBRIEFING
Who won the contract and why? What was better about the winning proposal? Overall proposal assessment |  |
What were the weaknesses in your proposal? Possibility for future bids |  |
What other factors influenced the decision? Likelihood of winning in future |  |

© Hales & Gooch 2004

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