January 1, '07January 8, '07January 15, '07January 22, '07January 29, '07February 5, '07February 12, '07
FSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTFSSMTWTF
Indicators
Task Name
Duration
Start
Finish
Predecessors
Resource Names
-Managing Incoming Request For Quotes (RFQs)37 days?Mon 01.01.07Tue 20.02.07
Read the note for explanation of template purpose0 daysMon 01.01.07Mon 01.01.07
-Select Review Team2 days?Mon 01.01.07Tue 02.01.07
Determine review team availability1 day?Mon 01.01.07Mon 01.01.071Sales Manager,Proposal Specialist
Identify review meeting schedule options1 day?Tue 02.01.07Tue 02.01.073Sales Manager,Proposal Specialist
Finalize RFQ roles and responsibilities1 day?Tue 02.01.07Tue 02.01.073Sales Manager,Proposal Specialist
Review team selected0 daysMon 01.01.07Mon 01.01.073
-Perform RFQ Analysis4 days?Tue 02.01.07Fri 05.01.07
Analyze and define scope1 day?Tue 02.01.07Tue 02.01.076Proposal Specialist
Analyze and identify administrative requirements2 days?Wed 03.01.07Thu 04.01.078Proposal Specialist
Analyze and identify legal requirements2 days?Wed 03.01.07Thu 04.01.078Legal,Proposal Specialist
Analyze and identify format requirements1 day?Wed 03.01.07Wed 03.01.078Proposal Specialist
Analyze and identify content requirements2 days?Wed 03.01.07Thu 04.01.078Proposal Specialist,Subject Matter Expert
Initial requirements review completed0 daysThu 04.01.07Thu 04.01.078,9,10,11,12
-Define Review Criteria 1 day?Fri 05.01.07Fri 05.01.07
Define/confirm business justification1 day?Fri 05.01.07Fri 05.01.0713Sales Manager
Define/confirm customer fit1 day?Fri 05.01.07Fri 05.01.0713Proposal Specialist
Define/confirm organization capacity/resource requirements1 day?Fri 05.01.07Fri 05.01.0713Management
Determine subject matter experts needed for consultation1 day?Fri 05.01.07Fri 05.01.0713Management
Define/confirm customer references needed1 day?Fri 05.01.07Fri 05.01.0713Sales Manager
Define/confirm track record with similar RFQs1 day?Fri 05.01.07Fri 05.01.0713Proposal Specialist
Define/confirm level of effort needed to prepare RFQ1 day?Fri 05.01.07Fri 05.01.0713Proposal Specialist
Define review criteria 0 daysFri 05.01.07Fri 05.01.0715,16,17,18,19,20,21
RFQ Analysis Completed0 daysFri 05.01.07Fri 05.01.0722
-Performa a Bid/No Bid Analysis2 days?Mon 08.01.07Tue 09.01.07
Compare analysis results with bid criteria1 day?Mon 08.01.07Mon 08.01.0722Sales Manager
Decide on bid/no bid0 daysMon 08.01.07Mon 08.01.0725Legal,Management,Sales Manager,Proposal Specialist
Communicate decision to offeror and participants1 day?Tue 09.01.07Tue 09.01.0725Sales Manager
Bid Analysis Completed0 daysTue 09.01.07Tue 09.01.0726,27
-Develop RFQ Project Plan3 days?Wed 10.01.07Fri 12.01.07
Input/update RFQ management/administration system 0 days?Wed 10.01.07Wed 10.01.0728Sales Manager
Define project tasks and review milestones1 day?Wed 10.01.07Wed 10.01.0728Proposal Specialist
Define review deliverables and assignments1 day?Thu 11.01.07Thu 11.01.0731Proposal Specialist
Prepare review meeting schedule/communication guidelines1 day?Fri 12.01.07Fri 12.01.0730,31,32Sales Manager,Proposal Specialist
RFP Project Plan Completed0 daysFri 12.01.07Fri 12.01.0733
-RFQ Development11 days?Mon 15.01.07Mon 29.01.07
Develop and document win themes1 day?Mon 15.01.07Mon 15.01.0728,34Sales Manager
Document and organize administrative requirement responses2 days?Mon 15.01.07Tue 16.01.0734Proposal Specialist
Document and organize legal requirements responses1 day?Wed 17.01.07Wed 17.01.0737Legal
Organize and format RFQ structure/sections3 days?Wed 17.01.07Fri 19.01.0737Proposal Specialist
Gather and finalize RFQ content 2 days?Mon 22.01.07Tue 23.01.0737,38,39Proposal Specialist
Finalize RFQ product/service price quotes and options2 days?Wed 24.01.07Thu 25.01.0740Proposal Specialist
Develop cover letter and/or executive summary1 day?Wed 24.01.07Wed 24.01.0740Proposal Specialist
Conduct RFQ quality review1 day?Fri 26.01.07Fri 26.01.0741,42Management
Update RFQ management/administration system 1 day?Mon 29.01.07Mon 29.01.0743Sales Manager
RFQ Development Completed0 daysMon 29.01.07Mon 29.01.0743,44
-RFQ Management Review and Approval3 days?Tue 30.01.07Thu 01.02.07
Conduct management RFQ review1 day?Tue 30.01.07Tue 30.01.0745Management
Finalize changes to RFQ1 day?Wed 31.01.07Wed 31.01.0747Proposal Specialist
RFQ approved0 daysWed 31.01.07Wed 31.01.0748
Update RFQ management/administration system 1 day?Thu 01.02.07Thu 01.02.0749Sales Manager
RFQ Management Review and Approval Completed0 daysThu 01.02.07Thu 01.02.0749,50
-RFQ Submittal and Response12 days?Thu 01.02.07Fri 16.02.07
Submit RFQ to client1 day?Thu 01.02.07Thu 01.02.0749Sales Manager
Monitor response5 days?Fri 02.02.07Thu 08.02.0753Sales Manager
Provide additional requested information5 days?Fri 09.02.07Thu 15.02.0754Sales Manager,Proposal Specialist
Win/lose decision0 daysThu 15.02.07Thu 15.02.0755
Update RFQ management/administration system 1 day?Fri 16.02.07Fri 16.02.0756Sales Manager
RFQ Submittal and Response Completed0 daysFri 16.02.07Fri 16.02.0757
-RFQ Win and Acceptance2 days?Mon 19.02.07Tue 20.02.07
Finalize contractual arrangements1 day?Mon 19.02.07Mon 19.02.0758Legal
Assemble initiative team1 day?Tue 20.02.07Tue 20.02.0760Management
Begin Service Delivery Discussions with the Vendor0 daysTue 20.02.07Tue 20.02.0761
RFQ Process Completed0 daysTue 20.02.07Tue 20.02.0762
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Ready













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