Want FREE Templates on Strategy & Transformation? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

Request for Proposal Process Tracker   6-page Word document

Request for Proposal Process Tracker (6-page Word document) Preview Image Request for Proposal Process Tracker (6-page Word document) Preview Image Request for Proposal Process Tracker (6-page Word document) Preview Image
Arrow   Unlock all preview images:   Login Register

Request for Proposal Process Tracker (Word DOCX)

File Type: 6-page Word document

FlevyPro price: FREE (included in subscription)

Add to Cart


Immediate digital download upon purchase.
Lifetime document updates included with purchase.
Fully editable & customizable DOCX document.
Trusted by over 10,000+ organizations.


This product (Request for Proposal Process Tracker) is a 6-page Word document, which you can download immediately upon purchase.

Developing the process by which you approach a Request for Proposal (RFP) is an important step toward winning business in a competitive market. Use these steps to build your process for tracking RFPs.

This is a Request for Proposal Process Tracker built in MS Word. It is completely customizable and contains the following RFP proces steps:

Identify – Identify project need from a prospect (these projects may be openly publicized or you may need to be on a preferred vendor list – make sure your sales group understands how your key prospects request RFPs).

Evaluate – Evaluate the RFP for opportunity fit. Review the RFP to ensure that what is requested is within the parameters of what you are willing to provide.

Review – Review the RFP in detail to ensure that you identify all internal parties who must assist in creating the response document.

Assign – Assign roles and responsibilities for appropriate sections of the RFP. For example, if the prospect wants technical information provided, make sure that your technical staff is involved. Assign an RFP response project manager to oversee the assignment process and to coordinate steps moving forward.

Clarify – Meet with the prospect to discuss the RFP. If you have questions that need clarifying, contact the prospect to ensure that you are not focusing on unnecessary areas or misconceptions.

Document – Create your response documentation for the RFP. You need to provide a professional and organized response to the prospect's RFP because this document becomes the baseline for all potential future discussions.

Deliver – Forward your response document to the prospect. It is very important that you deliver this response by the date defined within the RFP. Most prospects will not accept the RFP if the deadline has passed.

Respond – During the response Q&A period, respond to any issues on which the prospect requests clarification. Be sure to answer all questions from the prospect.

Agree – Conduct the final negotiations, which will involve Statement of Work (SOW) and contract discussions.

Contract – Provide the final binding contract based on the RFP and begin work on the project or product.

Got a question about the product? Email us at flevypro@flevy.com. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Proposal, RFP Word: Request for Proposal Process Tracker Word (DOCX) Document, Flevy

FlevyPro price: FREE (included in subscription)

Add to Cart

Did you need more documents?

Consider a FlevyPro subscription from $39/month. View plans here.

For $14.00 more, you can download this document plus 2 more FlevyPro documents. That's just $13 each.


File Type: Word docx (DOCX)
Number of Pages: 6


Author: Flevy


FlevyPro is a subscription service for on-demand business frameworks and analysis tools. FlevyPro subscribers receive access to an exclusive library of curated business documents—business framework primers, presentation templates, Lean Six Sigma tools, and more—among other exclusive benefits.

Click here to learn more about FlevyPro and its benefits.

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab

Read Customer Testimonials

Customers Also Like These Documents

Related Management Topics

Consulting Frameworks Strategy Development KPI Growth Strategy Consulting Training Business Case Development Sales Porter's Five Forces Strategy Frameworks Mobile Strategy Financial Modeling Cyber Security Customer Experience Business Transformation Digital Transformation Current State Assessment Organizational Design Maturity Model Company Analysis

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.