The small business guidebook to managing RFPs
Chapter 4 - Organize the information as it roll-in
A good practice is getting into the habit of organizing your documents and other important information as it arrives not to miss anything.
Competitive bidding projects often involve a lot of files, documents, and communications that all arrive at different times through different channels. It is up to the project owner to sort out all the info to make sense of everything. If you leave it to the end to review all the information, you may be spending hours digging through historic emails, notes, and other messages to gather all of the info for analysis.
Thus, a good practice is to organize information as they arrive. The quick and simple way is always to create folders by project name and archives as info roll-in or have a system that tracks and tags them for you.
Chapter 5 - Keep tack of your vendors
A checklist of invited vendors will be your best friend when tracking multiple vendors at once.
Contents
- Introduction
- 1. Know what you are looking for
- 2. Be precise on your email subject line
- 3. Always pre-qualify your suppliers before the invite.
- 4. Organize the information as it roll-in
- 5. Keep track of your vendors