Bid No-Bid Assessment template for Google Docs and Word

The first pages of the Bid No-Bid Assessment template

Every page (7)

Overview

Responding to a tender takes weeks, and a bid that cannot win uses the people who could win another. This sheet puts the decision in one place: the opportunity, a competitor scorecard, the risks with their owners, the resources needed and the sign-off. It turns a gut feeling about a tender into a score against a threshold that the sponsor agreed in advance.

The sample scores a three-year regional logistics tender of $3.4M for Rookwood Trading. The result is 71 out of 100 against a threshold of 65, with one condition: a southern depot lease signed by March 26, 2027. All names, figures and dates are fictional. Replace the buyer, weights and scores with your own assessment, and record the approver's name and date.

Useful for

A bid manager deciding in one afternoon whether a new RFP is worth a six-week response
A sales director checking the resources and risks before approving a response budget
A procurement lead comparing likely competitors before setting the price schedule

What's included

Opportunity: the buyer, the contract value, the deadline and what the buyer wants most
Competitor scorecard: four bidders compared on price, coverage and delivery risk
Risks: a likelihood and impact heat map with a register of owners and responses
Resources: the hours and cost of the response by role, with a go or no-go callout
Decision: the recommendation, the sign-off options and the checks before submission
Make it yours: numbered steps for scoring your own tender before the first answer

How to use it

1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
2
Enter the opportunity, the buyer's scoring weights and your threshold before scoring anything.
3
Score each criterion with evidence, and write the reason beside each mark so the score can be checked.
4
Name an owner and a response for every high-rated risk, and cost the response in hours.
5
Delete the guide page, then share the sheet with the sales director for the bid or no-bid decision.

What you need

Requirements

A Google account with access to Google Drive

Works with

Google Docs
Microsoft Word (download the .docx)

Questions

Are the company, people and figures fictional?

Yes. Rookwood Trading, its people, the buyer, the competitors and every score and figure in this sample are fictional. Replace them with your own opportunity details before you use the sheet.

What score should trigger a bid?

Set the threshold before you score, based on your own win rate and bid capacity. This sample uses 65 out of 100. A score below the threshold should lead to a recorded no-bid decision, not a second look at the scores.

Should a no-bid decision be recorded?

Yes. Record the decision, the score and the approver's name and date. A written record stops the same weak opportunity returning to the pipeline without new evidence.

#bid-no-bid
#rfp-response
#tender-response
#bid-decision
#sales-operations
#competitor-analysis
#google-docs

More Google Docs templates More sales templates

Public Sector Tender Response
Docs + Word8 pages
Free
RFP Response
Docs + Word8 pages
Free
IT RFP Response
Docs + Word8 pages
Free

Also in Sales

All sales templates

Get this template