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RFP Guidebook For Small Businesses – Presenting key findings and summarize

The small business guidebook to managing RFPs

Chapter 7 - Presenting key findings and summarize

Using these tips when presenting key findings to stakeholders will separate a seasoned procurement professional from a simple coordinator.

It is your job to present proposals and your analysis and guides the stakeholders on an informed decision. Instead of letting each stakeholder interpret their reading of the vendor proposal, a good practice you can adopt is to summarize the key findings and summarize your recommendations. You can use an excel grid to draw a comparison list, use graphs to show trends and opportunities, or whatever you need to deliver the message. By taking the lead on this, it demonstrates your understanding of the business needs and highlights you as the source of the solution. 

Additionally, you may want to provide different options as some stakeholders may prioritize certain aspects more than others.

For example, local service vs low cost vs timeline. 

This separates a seasoned procurement professional from a simple coordinator.

Chapter 8 - Take advantage of existing tools to sharing and archive key documents

There are available applications that can help with archiving key documents when you need to retrieve them in a moments notice.