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Responsibilities

What our role may include

  • identifying relevant project documentation for review;

  • identifying the Project Team members and key stakeholders to be consulted during the review;

  • considering project material and the outcomes of discussions with stakeholders, and identifying issues on the progress of the project;

  • providing recommendations and advice to the Bid Manager, based on the experience and expertise of the Review Team, that can contribute to addressing any issues and supporting the success of the project;

  • participating in the discussion and assessment of the project under review in a professional and objective manner;

  • working cooperatively with all participants in the review, including being conscious of the operating environment of the project;

  • briefing the Bid Manager on a daily basis on the status of the review and any emerging findings;

  • completing the review in the specified time;

  • briefing theBid Manager on the review's findings and recommendations as raised in the draft report on the second last day of the review, and in summary on the last day of the review when delivering the final report; and

  • providing advice to the Bid Manager about possible options to address particular issues.

Review teams

Our review process

As part of our service we conduct a tailored review of your opportunity at all stages of the bid management process.

A typical review process is as follows:

Bronze Review
This is the executive strategy review. It is the first review and an opportunity for decision makers to qualify the opportunity before spending company resources. It is the main communication tool between the sales teams and the bidding team/s and should be used to communicate all knowledge about the customer and the opportunity such as customer needs, fears, biases, the competitive landscape, sales price to win, win themes and win strategy.

Silver Review
Usually conducted during the bid initiation phase, this is the opportunity to test the strategy and win themes against those of the known competition. The review panel considers each competitor and develops a win strategy and win themes for each of them with an outline solution based on their previous experience. The companies own win strategy and customer engagement plan is then tested against each of the competition and refined accordingly.

Gold Review
This is a non advocate review of the company's business solution and initial technical solution. There may be many gold reviews and their objectives are the same to ensure that the win themes and unique selling points developed during the bronze and silver reviews are reflected in the solutions. Additional information, changes to approach will be considered and new customer engagement models developed. This is a continuous review process.

Red Review
This is the review that most companies are familiar with. It is a thorough review of the bid, conducted independently of the bid team (non advocate) and against the customer documentation. The review panel acts as if it were the customer, and reviews and scores accordingly. It is important to ensure that the bronze and silver team recommendations are addressed and that the company's strategy and win themes are articulated accurately and frequently. Low scoring bids may require a second red team review.

Green Review
This is the final 'green light' before submission and is to ensure that all parts of the submission are present, the submission criteria are met and that at the executive level the submission is costed correctly, risks are bounded and that the win themes are articulated and clear. This is the final review and hence needs to be as thorough as the first, it needs to be scheduled and resourced with non bid team members. A fresh review at this stage can make the difference between winning the business and coming somewhere between second and last, but with the same result.
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