Advice to Procurement Professionals: Get Visual
Three ways to use visuals to simplify bid documents: use a picture (e.g. for a schedule), use a form (e.g. for experience details), use a spreadsheet (e.g. for bidders’ questions on the RFP).
Improve government and corporate RFPs by applying the experience of RFP-response experts.
Three ways to use visuals to simplify bid documents: use a picture (e.g. for a schedule), use a form (e.g. for experience details), use a spreadsheet (e.g. for bidders’ questions on the RFP).
Think about the critical-path order of all questions: What do you need to know first? The organization example given here illustrates an entirely preventable problem: The order of the questions doesn’t help evaluators understand the answers.
This second in my series for procurement professionals focuses on remembering “what you want” – and asking for just that, just as specifically as you can.
Three practical suggestions for improving bid documents and, by extension, the bids received: say it once, ask just once, and use one word for one concept.
Foster your procurement agency relationships. In Canada, both federally and provincially/territorially, that usually means connecting with centralized agency contracting officers and it may also involve working with departmental or ministry contracting experts. Just as you know the technical domain, these folks know the contracting domain, which is largely about process. Working together, you’ll get the best outcome possible.