Preparing an effective tender presentation


Published by a UUÂãÁÄÖ±²¥ Practice Management expert
Practice notes

Preparing an effective tender presentation


Published by a UUÂãÁÄÖ±²¥ Practice Management expert

Practice notes
imgtext

The interview stage is your opportunity to present your proposal to the prospective client. Lack of preparation is the most common reason for losing at the interview stage. Even if team selection has been good, presenting without sufficient practice is a recipe for disaster. This Practice Note gives guidance about the key steps and considerations when preparing to a tender presentation.

Get organised

At the earliest opportunity, hold a team meeting with all the pitch team present—see precedent: Agenda— tender presentation meeting.

Ideally, this first meeting should be held at least four to five working days before the interview.

Check the administration arrangements in the request for proposal (RFP) or invitation to tender (ITT). If the document is silent about this, check directly with the client the:

  1. •

    amount of time available

  2. •

    team size and composition preferred

  3. •

    location

  4. •

    room type

  5. •

    smartscreen/projector facilities

  6. •

    who will be there from the client side

Know your audience and their needs

Discuss the needs and concerns of the panel members to ensure the presentation

Powered by Lexis+®
Jurisdiction(s):
United Kingdom
Key definition:
Tender definition
What does Tender mean?

A method of issuing securities whereby investors are invited to bid, subject to a minimum price. The allocation of the securities is made according to the prices bid.

Read more

Popular documents

Tender feedback interview questions

Tender feedback interview questionsGeneral informationClient/target nameClient/target representativesProject/matter[Describe what work you were tendering for. Was this within your existing range of work or were you trying to break into new territory]Outcome of tender/proposal, eg won or lostDate of

Gaining a competitive advantage through pricing strategies and methods

Practice Compliance analysis: Consultant Peter Scott, head of Peter Scott Consulting and former managing partner at Eversheds London and Europe, urges all firms to carefully consider how they can gain a competitive advantage through their pricing strategies and methods.

What is the difference between an appeal and a review?

What is the difference between an appeal and a review?What is an appeal?An appeal in insolvency proceedings is no different to an appeal in normal litigation. An appeal will be allowed only if the appeal court is satisfied that the decision of the lower court was 'wrong' or 'unjust because of a

Late payment penalties—inheritance tax

Late payment penalties—inheritance taxWhile interest often accrues on overdue tax, the late payment of certain taxes may also attract a penalty. For information on the interest accruing on overdue tax, see Practice Notes: IHT—payment deadlines on death—Interest on IHT and Interest on late paid