Allocation
Sales Operations and Jake Phillips – checks if it is in a book of business.
Sales Operations and Jake – review the ‘go’/’no-go’ criteria, confirm decision to the Head of Operations for the country the bid is being delivered.
Sales Operations should let the Sales Lead know about the bid.
- Any ‘no-go’ bids over a value of £200k should be agreed with the COO.
- Any ‘go’ bids should be added to the live RFP tracker and shared with all Hemsley leadership – Exco and Executives.
Kick-off planning
Head of Operations for relevant country:
- assembles the team for kick-off and decides who is needed for the kick-off
- sets a date and time for the meeting
- shares the RFP documents and any questions for clarification
- sets up SharePoint file and ensures that the Skeleton bid deck is set up in a sharing format with the bid team
- *Graphic design resource should be booked through Leyland NOT Jon
- *Jon should be part of the team that is checking the design
- *Jon can be requested but only via Leyland
Roles and responsibilities
Kick off team members:
Project Manager
Organizing the bid, timescales and who is doing what, when, and managing deadlines and process flow. Will also provide PM scope to commercials person for pricing.
Salesperson
Owning the deck and documentation and making sure that there is a flow to the response and all the win themes are being covered. Responsible for sending the deck. Responsible for setting the context, information on the client and writing the exec summary.
RFP faculty lead
Owning the design of the program and the narrative that supports why this design meets the requirements of the RFP, ensuring that the golden threads are being picked up from a learning specialist focus. Will allocate work to the wider ISD faculty.
Graphic designer/Video
Owning the look and feel and ensuring the graphics are telling the story and bringing products and services to life in the client branding. Will also share the GD scope with the commercials person for pricing.
Compliance/ IT
Owning the questions about policies, compliance and systems.
Technical Product Lead
Responsible for providing answers on specific products and technical requirements, setting up demos to hubs or content or showing ROI examples.
Services specialist
Responsible for answering questions on our service provision and bring to life how we work and providing the Services Scope to the commercials person.
Editor
Responsible for doing the final edit, ensuring all spelling and grammar is perfect and the storyline makes sense,
Commercials
Responsible for the scoping and pricing for the bid.