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2025 · In production

A bid package drafted from the tender

A system for preparing tender responses: organise the requirements, check existing drafts, and prepare a branded draft package for the team to complete and review.

Paper-craft Fred checks an open source binder against a laptop document beside a tabbed bid folder and cost sheet.

The purpose

A bid team needs to turn a long tender into a clear response under a deadline. Existing material has to be checked against the requirements and assembled into a consistent package.

How it works

Prepared by the system. Finished by the team.

The system prepares checks and drafts. The bid team completes, reviews and submits the response.

  1. Bid team Step 1: Add tender and bid details Tender, drafts and intake
    Hands off
    Tender and inputs to step 2, Check configured topics
  2. System Step 2: Check configured topics Requirements checks
    Receives
    Tender and inputs from step 1
    Hands off
    Findings and gaps to step 3, Produce a check report
  3. System Step 3: Produce a check report Report with flagged gaps
    Receives
    Findings and gaps from step 2
    Hands off
    Check report to step 4, Prepare the draft package
  4. System Step 4: Prepare the draft package Word, PDF and Excel

    The package matches the bid stage.

    Receives
    Check report from step 3
    Hands off
    Drafts for the team to step 5, Complete and review
  5. Bid team Step 5: Complete and review Prepared drafts
    Receives
    Drafts for the team from step 4
    Hands off
    Completed response to step 6, Submit the bid
  6. Bid team Step 6: Submit the bid Completed response

    Submission is the team's responsibility.

    Receives
    Completed response from step 5
    Ends here
    One possible ending of the process.
  • One example route. All alternatives stay visible.
Read the process and handoffs
  1. Add tender and bid details

    Bid team · Tender, drafts and intake.

    • Tender and inputs: Check configured topics.
  2. Check configured topics

    System · Requirements checks.

    • Findings and gaps: Produce a check report.
  3. Produce a check report

    System · Report with flagged gaps.

    • Check report: Prepare the draft package.
  4. Prepare the draft package

    System · Word, PDF and Excel. The package matches the bid stage.

    • Drafts for the team: Complete and review.
  5. Complete and review

    Bid team · Prepared drafts.

    • Completed response: Submit the bid.
  6. Submit the bid

    Bid team · Completed response. Submission is the team's responsibility.

    My part

    I designed and built the intake, requirements checks, and document preparation workflow.

    The draft package

    Depending on the bid stage, the package includes an execution-plan template, a requirements-check report, a duration-summary template, and a procedures register in Word, PDF, or Excel.

    In practice

    In use, it substantially reduced the first drafting pass. The bid team still reviews and completes the response before submission.

    The checklist flags topics for review. The team checks technical accuracy and compliance before sending the bid.

    Want to know more?

    Client and proprietary details stay private. Get in touch if you would like to discuss this project.

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