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Be prepared for tenders and proposals

By Linda Julian

Tender time is always pressured, no matter how capable the tender team.

Here's a quick list of things you can work on now to be better prepared for your next tender or competitive proposal.

Conflicts of interest
Determine and document your policy  -  in client-friendly language.

Value added services

List all the value adds you ever offer and write short, appealing descriptions for each.  Include services like:

  • training
  • seminars and briefings
  • newsletters
  • file reviews
  • status reports
  • secondments
  • technology links
  • library access
  • mentoring programmes
  • free telephone advice
  • sessional in-house counsel
  • directories
  • checklists
  • board reports
  • white papers
  • others.

Information technology resources

  • describe your IT platform
  • work out how clients benefit from your investment in IT, and get it onto paper.

Service delivery
Write short descriptions and develop high-level flowcharts or diagrams to represent each of your service delivery or file management steps.  For example:

  • engagement
  • advice
  • expert reports
  • resolution processes
  • preparation for hearings
  • settlement
  • negotiation strategies
  • deal-making
  • roles of each professional in your team
  • use of counsel
  • engagement of experts.

Consortium or co-operative bid arrangements
If you intend to joint bid, get it sorted out now.  Waiting for a Request For Tender to be released is not the time to start putting these arrangements in place.


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