Proposal review and evidence

Step by step

1. Open the submitted work Practice Reviewer

   Practice Reviewer locates the design RFP and its parent opportunity.

   • Identifies the reviewed pursuit
   • Updates Design RF ps, Opportunities

2. Inspect evidence Practice Reviewer

   Practice Reviewer checks the attached package, evidence type, upload date and visibility.

   • Presents files and intended audience
   • Updates Record attachments

3. Verify the source Practice Reviewer

   Practice Reviewer records the source revision being considered, so later changes do not erase the basis for review.

   • Preserves reviewed revision
   • Updates Review decisions, Design RF ps

4. Decide and explain Practice Reviewer

   Practice Reviewer records Approve, Reject or Return with a reason and decision date. The reviewer approves only the version actually inspected.

   • Records decision and reason
   • Updates Review decisions
   ApprovalA person approves before the work moves on.

5. Resolve a return Proposal Coordinator

   Proposal Coordinator reads the reason and corrects the work before requesting another review.

   • Prepares corrected evidence
   • Updates Design RF ps, Record attachments

6. Read the decision in context Practice Principal

   Practice Principal compares the review with the RFP and opportunity; the client outcome is handled separately.

   • Separates practice review from customer outcome
   • Updates Review decisions, Opportunities

Practice Reviewer

Decides and records the reason.

Proposal Coordinator

Handles corrections.

Practice Principal

Reads the decision beside the pursuit.