Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Big 4 Professional Services Style Tender / Proposal Template

37 views

Published on

This Slideshare presentation is a partial preview of the full business document. To view and download the full document, please go here:
https://flevy.com/browse/business-document/big-4-professional-services-style-tender--proposal-template-3775

DOCUMENT DESCRIPTION

An intelligent tender/ proposal / bid template with guidance and tips on how to develop this document into a powerful tender for your business and importantly to a standard, style, 'look' and 'feel' of a 'Big Four' professional services firm. This tender/ proposal/ bid template includes commentary on how to develop this document into a powerful/ proposal/ bid template response and guidance, tips and hints as to how you can develop the template into a powerful tender for your business ? whatever your sector or industry.

In simple terms, you follow the guidance to develop this template into a powerful tender for your business that will be to the standard of a Big 4 professional services firm. The document is designed to be edited and reused; so that you can use it as the foundation to develop your own powerful tenders, proposals and bids.

This is ideal for professional services such as management and other consultants; financial, accountancy and audit professionals; design teams (construction professional services); legal; actuary; advisory; ICT professionals; coaches and training and development professionals among others. Also a great template for large corporate firms through to sole proprietors.

Published in: Business
  • Hi everyone, You can download the full document here:https://flevy.com/browse/business-document/big-4-professional-services-style-tender--proposal-template-3775
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Be the first to like this

Big 4 Professional Services Style Tender / Proposal Template

  1. 1. Winning Tenders Academy - Thinking Differently on Tendering 'Big Four' Style Tender Template An Intelligent Tender Template with Guidance and Tips on how to develop this document into a Powerful Tender for your Business - to a Standard and Style Similar to the 'Big Four' Professional Services Firms Template to Support the Development of a powerful tender response in a style similar to the 'Big Four' professional services firms
  2. 2. Tender to [Insert name of the client organization] [Insert name of tender] P a g e | 2 CONTENTS 1. INTRODUCTION [OR EXECUTIVE SUMMARY] ........................................................................ 6 BACKGROUND AND INTRODUCTION.......................................................................................................6 INTRODUCTION TO THE PROJECT [OR REQUIREMENT] ...........................................................................6 INTRODUCTION TO [INSERT YOUR BUSINESS NAME] ...............................................................................6 CASE STUDY: REVIEW OF THE NATIONAL ENVIRONMENT AGENCY .........................................................7 OUR EXPERIENCE...............................................................................................................................8 2. OUR PROPOSED APPROACH [OR OUR METHODOGY OR OUR PRODUCT] ................... 11 BACKGROUND AND INTRODUCTION.....................................................................................................11 OUR APPROACH TO THE PROJECT .....................................................................................................11 BACKGROUND TO THE PROJECT ........................................................................................................11 CLIENT OBJECTIVES..........................................................................................................................11 KEY CONSIDERATIONS FOR THIS ASSIGNMENT ...................................................................................11 KEY CONSIDERATION 1 – STRONG AND EFFECTIVE CONSULTATION.....................................................12 KEY CONSIDERATION 2 – [INSERT TEXT IF APPROPRIATE]....................................................................12 KEY CONSIDERATION 3 – [INSERT TEXT IF APPROPRIATE]....................................................................12 TIMESCALES .....................................................................................................................................12 STAGE 1: [INSERT TEXT]....................................................................................................................14 STAGE 2: [INSERT TEXT]....................................................................................................................14 STAGE 3: [INSERT TEXT]....................................................................................................................14 STAGE 4: [INSERT TEXT]....................................................................................................................14 STAGE 5: [INSERT TEXT]....................................................................................................................14 PROJECT COMMUNICATION ...............................................................................................................15 CONTINGENCY PLANNING..................................................................................................................15 PROJECT MANAGEMENT ARRANGEMENTS ..........................................................................................15 QUALITY ASSURANCE ARRANGEMENTS..............................................................................................15 PROPOSED MATERIALS .....................................................................................................................15 OTHER REQUIREMENT 1....................................................................................................................15 3. OUR PROPOSED TEAM ........................................................................................................... 17 INTRODUCTION..................................................................................................................................17 COMPOSITION OF OUR TEAM.............................................................................................................17 PROJECT LEAD: [INSERT NAME] .........................................................................................................18 PROJECT MANAGER: [INSERT NAME]..................................................................................................18 TEAM MEMBER 3: [INSERT NAME].......................................................................................................18 TEAM MEMBER 4: [INSERT NAME].......................................................................................................18 TEAM MEMBER 5: [INSERT NAME].......................................................................................................19 4. WIDER REQUIREMENTS.......................................................................................................... 21 INTRODUCTION..................................................................................................................................21 INTRODUCTION..................................................................................................................................21 PRE-REQUISITE QUALIFICATIONS .......................................................................................................21 PRE-REQUISITE INDUSTRY STANDARDS..............................................................................................21 REQUIRED ACCREDITATIONS .............................................................................................................21 REQUIRED REGISTRATIONS ...............................................................................................................21 INSURANCES.....................................................................................................................................22 TURNOVER REQUIREMENTS...............................................................................................................22 CONFLICT OF INTEREST.....................................................................................................................22 COMPLIANCE WITH EU ARTICLES: [INSERT TEXT IF RELEVANT] ............................................................22 TAX CLEARANCE CERTIFICATE...........................................................................................................22 OTHER REQUIREMENT: 1...................................................................................................................22 OTHER REQUIREMENT 2....................................................................................................................22 OTHER REQUIREMENT 3....................................................................................................................22 5. COMMERCIAL PROPOSAL...................................................................................................... 24 This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/big-4-professional-services-style-tender--proposal-template-3775
  3. 3. Tender to [Insert name of the client organization] [Insert name of tender] P a g e | 5 Tip: Apply Proportionality on Tenders Tenders should be developed to meet the requirements of each Invitation to Tender. This tender template has been developed to include a wide range of sections for you/ your organization to develop and take forward and that may be relevant to a big four tender. Some will be relevant and require development, others will not be relevant to the tender you are exploring, while you may need to add sections to fit with the requirement. The key is to apply the principles in a way that is proportionate to the scale and complexity of the business you are bidding for. The template is designed to be flexible, so change headings and the structure, as appropriate, to better align the template to the work you are bidding for. Comment: Questionnaire Approaches to Tendering In some sectors tendering may on occasion effectively be a questionnaire approach (such as Pre-Qualification Questionnaires (PQQs)). In such tendering the format of the questionnaire has to be followed rather than application of a free-flowing structure – such as with this template. It still may possible to apply some of the tips in this template to the narrative responses in such tender competitions. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/big-4-professional-services-style-tender--proposal-template-3775
  4. 4. Tender to [Insert name of the client organization] [Insert name of tender] P a g e | 8 Our Experience [Given that experience is often essential – particularly, though not exclusively, on service based tenders – it is possible to build significant credibility and trust with the reader if you can impress and demonstrate capability with a portfolio of clients that you have worked with. For example:] While not a complete list, specific examples of our experience include the following projects. Client Description [Insert text e.g. Review of the Corporate Services Functions of the SE Group of Hospitals. – included for example only]. [Insert text e.g.: Review of the... – included for example only]. [Insert text e.g.: Delivery of the... – included for example only]. [Insert text e.g.: Delivery of the... – included for example only]. Table 1: Examples of our Team’s Experience of Projects with Similarity to the Project for the [Insert client name] Tip: Using Logos to Build the Professionalism of Your Bid Look at how using logos in this way adds to the professionalism, look and feel of this tender. This is something that can be added to any bid – even if it is not an array of international organizations. Think of the experience of yourself and your team - both the experience of your existing business but also from your collective previous experience – Big Four firms will call on experience prior to your current business/ role, just be open about it e.g. “some of the examples provided were whilst in previous employment.” Comments: Think Partnership Partnerships are excellent at adding USPs to your bid by bringing expertise that you or your organization currently don’t have and critically that your competitors don’t offer. Partnerships can also open up bids that you/ your business can’t go for alone e.g. because your business can’t meet the base criteria (such as turnover requirements among others), don’t have all the skill requirements, are not big enough or wouldn’t win without that something extra. Partnerships don’t have to be a fifty-fifty relationship. You can still maintain the majority share of the fee but include a subject matter expert who can add significantly to the bid including track This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/big-4-professional-services-style-tender--proposal-template-3775
  5. 5. Tender to [Insert name of the client organization] [Insert name of tender] P a g e | 11 2. OUR PROPOSED APPROACH [OR OUR METHODOGY OR OUR PRODUCT] Background and Introduction [Insert text] Our Approach to the Project [Or 2. Introduction to the Product – if for a product based tender] Background to the Project [Insert text] Client Objectives [Insert text] Key Considerations for this Assignment Tip: Using a Key Considerations or Key Issues Section Before a section that describes your methodology/ your approach or your product it can be beneficial to highlight a number of considerations or issues that are fundamental to the success of the project or delivery of the contract. Doing this has the potential to deliver a range of very important impacts in a bid. For instance they: • Permit you/ your business to demonstrate knowledge and expertise – to sell your tender on the basis of your knowledge, experience and know how; • Help to highlight USP’s. By highlighting the importance of certain aspects of your approach, your experience or your product you can underline the importance of this USP to the success of the bid. Providing this is convincing, if the key consideration is missing from a competitor’s bid then it marks this as a feature of your bid and something of a gap in the competitors tender. • Help to demonstrate value. Again if you suspect that a competitor could be cheaper as a result of offering a lesser service or product, using key considerations effectively it is possible (at least to some extent) to justify the higher price whilst highlighting a potential gap in the methodology of a cheaper competitor. For instance a key consideration might be: the importance of importance of considerable consultation or a specialist – which may make your bid more expensive, but have strong benefits. It is critical that a Key Considerations Section is written fresh for each bid. If you decide to use a Key Considerations section this can include simply one very important key consideration or several. Further examples of this important technique provided as part of a tender model answer – which can be purchased from our website: www.winningtendersacademy.com. Our approach works. We know this because we have delivered similar projects for important clients such as: [insert relevant quote or highlight a key aspect of the approach or product] This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/big-4-professional-services-style-tender--proposal-template-3775
  6. 6. Tender to [Insert name of the client organization] [Insert name of tender] P a g e | 14 A detailed example of a project approach/ methodology is provided as part of a tender model answer – which can be purchased from our website: www.winningtendersacademy.com. Tip: Product-based Tenders With a product based tender, this section would be developed to explain how the product would fully meet the requirements of the buyer. This would commonly include the detail and specification of the product, how it works, what the product provides (outputs) and the key benefits of the product for the client – outcome focused. Stage 1: [Insert text] [Insert text] Stage 2: [Insert text] [Insert text] Stage 3: [Insert text] [Insert text] Stage 4: [Insert text] [Insert text] Stage 5: [Insert text] [Insert text] Tip: Thinking About Risks from the Client Perspective There are many risks from the client perspective in going to tender. While not an exhaustive list these include: • Failure in supply – what contingency can you offer to deal with this risk? • Failure in quality – what quality assurance can you provide to assure the client that a high level of support would be provided? • Over-time and over-cost delivery – what can you demonstrate in terms of project management capability? • Failure in communication: how can you reassure the client that they will be involved appropriately? Effective sections such as those suggested in the following sub-headings can deal effectively with such risks – building trust with the client – this is aligned with Section 3 which matches roles and responsibilities and skills and experiences with these processes. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/big-4-professional-services-style-tender--proposal-template-3775
  7. 7. Tender to [Insert name of the client organization] [Insert name of tender] P a g e | 17 3. OUR PROPOSED TEAM Introduction [Example:] As with all similar projects, the success of the project will ultimately depend upon the constituent members of the team chosen. In our experience, the successful team should have the following characteristics: • [Insert text] • [Insert text] • [Insert text] • [Insert text] • [Insert text] • [Insert text] Tip: Using Pen Portraits Pen Portraits (sometimes called Pen Pictures) are excellent at selling the skills and experience of your people. Pen portraits are commonly appropriate to the body of a tender with CV’s more appropriate to appendices. The skills, experience, qualifications and track record of teams members can be an important part of the criteria for scoring tenders – particularly in service based projects but also in product based delivery. They provide a great opportunity to build trust: • They help support client decision making in terms of supporting thinking that they can build a relationship and work with you – photographs help to build such trust; • That the individuals have the relevant skills, experience and track record to deliver this piece of work; • That the team have competence in supporting skills such as project management, quality assurance among others; • That roles and responsibilities including leadership and direction, quality control and assurance, project management, specialist support roles have been allocated to individuals with the right skills and track record to deliver. Composition of Our Team In order to fully meet the requirements of [Insert client] we have assembled a highly qualified and experienced team [or we include [Insert name] as a highly experienced [Insert text] – if the tender centres on an individual rather than a team]. Brief summaries of their relevant expertise and the roles of individual team members on this project are provided below. Full Curricula Vitae are attached in Appendix I. Our planned team members are identified below. Our team have been chosen to ensure the right blend of knowledge, skills and experience in [insert text] This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/big-4-professional-services-style-tender--proposal-template-3775
  8. 8. Tender to [Insert name of the client organization] [Insert name of tender] P a g e | 20 We support our clients through comprehensive services that support them in achieving the needs of their customers. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/big-4-professional-services-style-tender--proposal-template-3775
  9. 9. Tender to [Insert name of the client organization] [Insert name of tender] P a g e | 23 Our approach and pricing is designed to offer optimal value including [insert text]. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/big-4-professional-services-style-tender--proposal-template-3775
  10. 10. Tender to [Insert name of the client organization] [Insert name of tender] P a g e | 26 Conclusion Introduction [insert text if as relevant] Summary and Conclusion [insert text if as relevant] Tip: A Conclusion that Pulls the Bid Together A good conclusion or summary helps to pull together the key components of the bid and provides an opportunity to reinforce some of the main aspects of the bid including key benefits. Comment: Further Specific Responses An example of a fully completed and powerful tender can be purchased from our website: www.winningtendersacademy.com. Our tender model answers provide a complete example of the successful tender including commentary, tips and guidance. This includes further examples including: Case Studies, Key Considerations, Pen Portraits and Introductory, Conclusion, CV and Cost Breakdown Sections – among many aspects as part of a complete bid. In conclusion our bid offers [insert text] This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/big-4-professional-services-style-tender--proposal-template-3775
  11. 11. Tender to [Insert name of the client organization] [Insert name of tender] P a g e | 29 APPENDIX 2: BREAKDOWN OF COSTS [Insert text and/or cost breakdown table – as appropriate] This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/big-4-professional-services-style-tender--proposal-template-3775
  12. 12. Tender to [Insert name of the client organization] [Insert name of tender] P a g e | 32 APPENDIX 5: [AS REQUIRED] [change title and insert text as appropriate] This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/big-4-professional-services-style-tender--proposal-template-3775
  13. 13. 1 Flevy (www.flevy.com) is the marketplace for premium documents. These documents can range from Business Frameworks to Financial Models to PowerPoint Templates. Flevy was founded under the principle that companies waste a lot of time and money recreating the same foundational business documents. Our vision is for Flevy to become a comprehensive knowledge base of business documents. All organizations, from startups to large enterprises, can use Flevy— whether it's to jumpstart projects, to find reference or comparison materials, or just to learn. Contact Us Please contact us with any questions you may have about our company. • General Inquiries support@flevy.com • Media/PR press@flevy.com • Billing billing@flevy.com

×