Tender Preparation Timeline Template: Plan, Execute, Win
Tender Preparation Timeline Template
Winning a tender is often as much about disciplined planning and timing as it is about the quality of your solution. This tender preparation timeline template helps you map out milestones, assign responsibilities, and keep your bid on schedule so you deliver a complete, compelling submission on time.
Why use a timeline?
A clear timeline reduces last-minute rushes, prevents missed requirements, and ensures adequate time for review, costing, and approvals. It also clarifies who owns each piece of the bid so your team can work in parallel without bottlenecks.
How this template works
The template below is a practical, customizable timeline laid out in weekly buckets. It includes key milestones, suggested durations, and recommended owners. Adapt durations to match the tender complexity and the total time available.
8-Week Sample Timeline
| Week | Task / Milestone | Owner | Deliverable |
|---|---|---|---|
| Week 1 | Review RFP/RFQ, identify mandatory requirements and clarifications | Bid Manager / Proposal Lead | Requirements log, clarification list |
| Week 2 | Set win strategy, pricing approach, and assign team roles | Bid Manager, Finance, Sales | Bid plan, RACI chart, initial cost model |
| Week 3 | Prepare technical solution, draft key sections (methodology, timeline, resources) | Technical Lead | Draft technical sections |
| Week 4 | Develop pricing, commercial terms, and risk register | Finance / Commercial | Pricing schedule, commercial proposal draft |
| Week 5 | Write supporting documents (CVs, case studies, compliance evidence) | Proposal Team | Completed attachments and evidence pack |
| Week 6 | Internal review and red team (quality, commercial, legal review) | Review Panel | Review notes, updated drafts |
| Week 7 | Final edits, design and formatting, approvals | Proposal Lead, Compliance | Finalised proposal ready for submission |
| Week 8 | Submission, post-submission follow up and archiving | Bid Manager | Submitted bid, lessons learned log |
Essential Tender Preparation Checklist
- Read the full RFP and highlight mandatory requirements and exclusions.
- Log questions and submit requests for clarification early.
- Confirm submission format, file types and delivery method.
- Assign owners and set internal deadlines at least 3–5 working days before final submission.
- Prepare a compliant pricing model and cross-check calculations.
- Collect evidence: case studies, certifications, CVs and references.
- Run an internal red team review and incorporate feedback.
- Perform a final compliance check against the RFP requirements.
- Complete sign-offs and submit before the deadline; retain proof of submission.
Customizing the timeline
To adapt this template:
- Short tender (2–3 weeks): compress tasks and increase parallel work; prioritize compliance and pricing early.
- Long tender (10+ weeks): add more rounds of stakeholder review, customer workshops, and prototype testing if required.
- Complex solutions: add time for legal negotiations, subcontractor quotes, and solution validation.
- Always build in contingency: reserve 10–20% of the total time for unexpected delays and approvals.
Tips & common pitfalls
- Tip: Start with a compliance checklist — non-compliant bids are often rejected without review.
- Tip: Use cloud-based collaboration tools so contributors can work in parallel and changes are tracked.
- Pitfall: Leaving pricing to the last minute — ensure finance is involved early to prevent costly rework.
- Pitfall: Ignoring small mandatory forms or attachments — they can be deal-breakers.
- Tip: Conduct a short briefing for contributors to clarify objectives and tone of the proposal.
Copy-and-paste timeline template (CSV-friendly)
Week,Task/ Milestone,Owner,Deliverable 1,Review RFP & list clarifications,Bid Manager,Requirements log 2,Set strategy & roles,Bid Manager/Bid Team,Bid plan & RACI 3,Draft technical solution,Technical Lead,Draft technical sections 4,Develop pricing & commercial,Finance,Pricing schedule 5,Assemble evidence & attachments,Proposal Team,Attachments pack 6,Internal review & red team,Review Panel,Review notes 7,Final edits & approvals,Proposal Lead,Final proposal 8,Submission & archive,Bid Manager,Submitted package
Final thoughts
A well-structured tender timeline makes the bid process predictable and manageable. Use this template as a starting point, adapt it to your organisation’s workflow, and treat the timeline as a live document—update it as tasks complete and risks change. Consistent use of a template will improve your team’s responsiveness and increase the quality of your submissions over time.
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