RFP, RFI & Tender Response
Most RFPs are unwinnable before you open the document. Know which ones before you spend three weeks finding out.
Bid or no‑bid, first
An RFP that arrives cold, with no prior relationship, tight decision criteria that read like a competitor's spec sheet, and an unrealistic turnaround is a strong signal the outcome is already decided and you're providing a competitive comparison quote. Run every inbound RFP through a bid/no‑bid checklist before committing real hours — see Template 6. Saying no to the wrong RFPs is a genuine pre‑sales skill, not a failure of ambition.
If you bid: win themes over compliance
A response that only answers "yes/no/partial" to every requirement reads as a commodity submission. Identify two or three win themes — the specific reasons this evaluator should pick you, grounded in what discovery actually surfaced — and thread them through every answer, not just the executive summary. Track every requirement against a compliance matrix so nothing is missed (missing a mandatory requirement is an instant disqualifier on many procurement processes) while still writing to persuade, not just to comply.
Quality bar
- Answer the question actually asked, in the order asked — evaluators are usually scoring against a rubric, and a beautifully written non‑answer scores zero
- Use their terminology, not yours, wherever both exist
- Every claim should be checkable — a reference, a metric, a named capability — not marketing adjectives
- Get technical answers reviewed by someone who didn't write them; RFP fatigue produces avoidable errors under deadline pressure
Drafting a bid with AI, honestly
Bid teams now draft with AI assistance, and pretending otherwise is not a position. It genuinely helps, with a bounded set of things — and the boundary is worth knowing precisely, because the failure mode here is expensive and irreversible.
What it's good at
- A first pass against the compliance matrix, so no requirement is left unanswered under deadline
- Retrieving and re‑shaping answers your organisation has already written and approved
- Translating a technically correct answer into the evaluator's own terminology
- Consistency and formatting across a long document assembled by several people
What it must never do
- Assert a capability nobody has verified
- Invent or embellish a reference, a metric, a certification or a case study
- Put a named client's details, or anything under NDA, into a tool not approved for it
- Produce the final text without a human checking every checkable claim in it
Tenders you enter knowing you probably won't win
There is a legitimate version of bidding without expecting to win, and it's worth separating from the illegitimate one. At the big end of town — large government departments, major enterprises — a tender is sometimes the only sanctioned way to introduce your company to a buyer who would never take a cold call. You bid, you lose, but you now exist to an organisation that had never heard of you, and you appear on the next shortlist. Some firms deliberately bid for a small slice of a very large contract for the same reason: get a foot inside, deliver it well, and the footprint grows from the inside where there's no competitive process at all.
That is a real strategy. It is not the same as bidding on everything because saying no feels like giving up.
Panels, and why one office wins public work another can't
In public‑sector markets a panel arrangement — also called a pre‑qualified supplier list, a standing offer, or a framework agreement depending on the jurisdiction — lets a buyer purchase without running a full open tender. Getting onto one is slow and usually requires a track record you don't yet have; being on one is a durable advantage that keeps producing work for years with none of the per‑deal cost of tendering.
This is worth checking before you write off a public‑sector opportunity as unwinnable, and it explains something that otherwise looks arbitrary inside a multi‑site business: one office winning government work its sister offices never see, not because it is better but because it sits on the panel. If your employer holds panel positions, know which ones. If it doesn't, know that a tender you lose may still be the entry fee for the one that gets you on.
The loss review, and the feedback you're entitled to
Every lost bid gets a review with everyone who contributed. The under‑used input is the buyer's own feedback: most public procurement rules oblige the buyer to tell you why you weren't successful, and many private processes will if you ask well. The feedback usually avoids commercials and leans on scoring, but not always — being told plainly that you were twenty per cent over is worth more than a year of speculation. Two patterns recur in loss feedback: price, and demonstrated experience in exactly that domain. The second one is addressable and most firms don't try, because addressing it means either getting a reference or admitting you're not ready for that class of work.