Bid / no-bid scorecard
Score an opportunity against fit, capacity and evidence before deciding.
Templates
Start with a structure.
Keep the evidence yours.
Choose a source outline for the task. Review every claim, requirement and original before relying on it.
Review the scope
Capability statement
A one-page structure for competencies, differentiators and codes.
Capture plan
Organize the pursuit: customer, competition, team and win themes.
Cost narrative
Explain the basis of estimate and the assumptions behind the price.
Executive summary
Lead the proposal with the decision and the evidence for it.
Joint venture filing
A worksheet for documenting a joint-venture arrangement before filing.
Mutual NDA
A mutual nondisclosure skeleton for teaming discussions.
Past-performance entry
Record a contract reference with scope, period and outcomes.
Proposal cover
A compliant cover layout for a submitted offer.
Teaming agreement
A drafting worksheet for roles, workshare and exclusivity.
Technical approach
Structure the solution narrative against the requirement.
Win / loss debrief
Capture the outcome, the reason given and the lesson.