Understanding the Roles and Processes in Bid Management
Explore the key roles of Bid Director, Bid Manager, Bid Writer, and Bid Coordinator in the bid management process, alongside an overview of the 7-stage Bid Management Process. Learn about pre-bid activities, bid kick-off sessions, financial modeling, bid response production, and more to enhance your bidding strategies and success.
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Contracts Advance Bid Clinic The role of the Bid Director, Bid Manager, Bid Writer, and The role of the Bid Director, Bid Manager, Bid Writer, and Bid Coordinator Bid Coordinator Lee Hasell & Matt Mitchell Thursday 20th January 2022 Thursday 20 Thursday 20th th January 2022 January 2022 Contracts Advance Contracts Advance 1 1
Agenda Agenda Introduction & Housekeeping 3 Lee Hasell & Matt Mitchell 4 The 7-stage Bid Management Process 5 The role of the Bid Director 6 The role of the Bid Manager 7 The role of the Bid Writer 8 The role of the Bid Coordinator 9 Opportunities at Contracts Advance! 10 Summary & Final Questions 11 Thursday 20 Thursday 20th th January 2022 January 2022 Contracts Advance Contracts Advance 2 2
Introduction & Housekeeping Introduction & Housekeeping A discussion webinar Audience participation Our insights and experience Thursday 20 Thursday 20th th January 2022 January 2022 Contracts Advance Contracts Advance 3 3
Lee Hasell & Matt Mitchell Lee Hasell & Matt Mitchell Lee is our Managing Partner here at Contracts Advance. He manages our Advisory team, and as an experienced senior executive, he s gathered a wealth of knowledge and expertise over the years. Having been both CEO and Director of Business Development for a large blue-chip provider, Lee continues to play an active role within the public sector by providing advice to clients on strategy and bidding. Matt has over 25 years of bidding experience with considerable managerial expertise in corporate and operational services. Matt has supported CA and our clients to project manage a multitude of bids in industries ranging from; defence, healthcare, print, FM and many more. Matt has previously held a number of senior roles including Director of Development and is the Lead Consultant at CA. Thursday 20 Thursday 20th th January 2022 January 2022 Contracts Advance Contracts Advance 4 4
1) Pre 1) Pre- -bid Activity bid Activity - Future bid pipeline creation - Pre-bid customer engagement - Qualification & Requalification - Bid Ready The 7 The 7- -stage Bid Management Process stage Bid Management Process 2) Bid Kick Off & Strategy Session 2) Bid Kick Off & Strategy Session - Getting stakeholders together with complete buy-in - Agree roles and responsibilities - Project timelines and approach - Key win themes and USPs - Produce executive summary - Requalify 3) The Financial Modelling/Product Pricing 3) The Financial Modelling/Product Pricing - Run in parallel to the production of the bid - Turn an Achilles Heel into a service strength - Ask clarification questions and adapt - Requalify Stage 7 Stage 7 Stage Stage 1 4) Bid Response Production 4) Bid Response Production - Workshop sessions - 2-3 draft versions - The 5 key elements of the Bid response - Combining skill-sets - Requalify 5) The Mid 5) The Mid- -Bid Review - Ensure the bid project is on track - Ensure all key actions are being managed - Agree solutions to any issues - Agree if the project should proceed - Requalify Bid Review 7) Bid Sign Off & Continuous 7) Bid Sign Off & Continuous Process Improvement Process Improvement 6) Final review of bid before submission 6) Final review of bid before submission - Review each draft and the executive summary - Recommendations to be implemented - Use the scoring system - Finalise before final sign off Thursday 20 Thursday 20th th January 2022 January 2022 Contracts Advance Contracts Advance 5 5
Why a Bid Director Why a Bid Director Oversight and governance, including strategic direction Sound-boarding/critical-eye Conduit between Project Owner and Project Manager Point of escalation Resolving issues Thursday 20 Thursday 20th th January 2022 January 2022 Contracts Advance Contracts Advance 6 6
Why the Bid Manager Why the Bid Manager Plan and Manage the project Manage all 7-stages of the bid process Communication Escalate where required to the Project Director Thursday 20 Thursday 20th th January 2022 January 2022 Contracts Advance Contracts Advance 7 7
The role of the Bid Writer The role of the Bid Writer Research and understand the requirements Plan the responses Write the responses Thursday 20 Thursday 20th th January 2022 January 2022 Contracts Advance Contracts Advance 8 8
The role of the Bid Coordinator The role of the Bid Coordinator Pre-bid prep Pipeline coordination Administration of bid documentation Filling out PQQ/SQ s Formatting Portal administration Managing diaries/arranging capture sessions Thursday 20 Thursday 20th th January 2022 January 2022 Contracts Advance Contracts Advance 9 9
Opportunities at Contracts Advance! Opportunities at Contracts Advance! Mid level or Senior Bid Writers! Thursday 20 Thursday 20th th January 2022 January 2022 Contracts Advance Contracts Advance 10 10
Summary & Final Summary & Final Questions Questions https://contractsadvance.co.uk/reso urces/webinars/ Thursday 20 Thursday 20th th January 2022 January 2022 Contracts Advance Contracts Advance 11 11
