Category: Relationships and engagement

Subcategory: Sales and bid management

Bid/proposal management - BIDM

Managing preparation and submission of bids and proposals for contracts, grants, projects, or services.

Levels:

Level 3:
Description: Supports the development of proposals by engaging in document analysis and internal review. Understands and analyses bid documents and requirements, preparing initial response drafts that align with the organisation's capabilities and stakeholder needs. Communicates with internal stakeholders to gather necessary information and clarify proposal requirements. Ensures proposal responses meet basic compliance standards and align with the specified requirements and organisational capabilities.

Level 4:
Description: Leads the creation of small to medium proposals, integrating technical analysis and broader context. Coordinates team efforts, shapes the proposal structure and addresses financial aspects including budgeting and pricing strategies. Identifies and manages proposal risks, ensuring timely compliance with stakeholder expectations. Engages with stakeholders and shapes proposal structure and content based on in-depth discussions and feedback.

Level 5:
Description: Leads the formulation and execution of significant proposals, managing the process from initial evaluation to final submission. Oversees significant proposals, aligning them with organisational strategies and managing the process from inception to submission. Collaborates with high-level stakeholders, negotiates with key stakeholders and secures advantageous partnerships. Refines and optimises the proposal development process for efficiency and effectiveness.

Level 6:
Description: Directs major proposal initiatives, devising engagement strategies and promoting excellence in proposal practices throughout the organisation. Influences organisational policies and strategies in proposal management, setting standards and expectations.