10 Stages of Tendering

Our Growth Director Jill, has been writing bids for over a decade, and she is often asked what makes her so successful.  It’s important to understand that when she first started tendering, she also made the common mistakes made by all, but she soon realised she had to create a process and stick to it.  Creating consistency and building knowledge.

She developed her 10 stage process which she still uses to this day.  Here goes…

1. Develop a checklist

Don’t just assume that every project is right for your business.  If you are clutching at straws for suitable experience, it’s probably not for you.  Create a checklist with 5-10 questions to ask yourself when deciding if to bid for a project.  Mark these questions between 10-20% depending on the number of questions developed.

2. Searching for suitable tenders

Searching for suitable tenders takes time and commitment.  Did you know, we scrape over 1,000 websites every day to populate our portal with suitable public and private sector opportunities?  No agency has the resource or time in-house to do this.  Searching for tenders is critical for agency growth and a great source of new business, so make this process as streamlined as possible by signing up to Creative Tenders or another suitable portal.

3. Review against your checklist

Once you have sourced relevant tenders, score them against your checklist.  If you don’t score 80% or above, don’t tender for the work, put your sales efforts into other activities.

4. Roles and responsibilities

For those tenders that score 80% or above, agree roles, responsibilities and deadlines between the sales team, ensuring you’re not leaving things till the last minute.

5. Research

Research really is king when it comes to tendering.  You need to look into the tendering organisations business, look at what they’ve done in the past, read the tender document from front to back, and compile a thorough understanding of what they are trying to achieve, who their key buyers/audience are and who they are competing with.

6. Complete draft one of the tender

Draft one is critical as its about putting all of your thoughts down onto paper.  It’s important to see this as the first draft as you’re bound to think of additional/relevant knowledge and experience as you’re producing the response.  Make sure that during this stage you’re answering the information that is being asked of you, and make it 100% relevant to the company your bidding to.

7. Amend, edit, review

The review process should take a while, it’s not about proof reading at this stage, it’s about ensuring you’re answering the right questions, that the response has been correctly levelled against the scoring criteria of the tender and that you’re happy with the message the tender response gives about your business.

8. Sleep on it

Once you’ve edited the response, sleep on it.  We’ve all been there when we’ve submitted our tender response and instantly thought ‘I should have included XYZ’.  It’s important to plan your time ahead to give you this important down time before the response is due.

9. Proof read

Only then should you proof read your response for spelling and grammatical errors.  During this stage you should also ensure you’ve kept to any word count or font suggestions from the Invitation to Tender document.  After you’re happy with the response, ask someone else to read it, it’s hard to see mistakes with our own content when you’ve read it so many times before.

10. Submit

Submit your response, giving yourself plenty of time before the deadline is due.  Consider how long this might take when using online public sector tendering platforms, as they are not always as straightforward as they may first appear.