MASTER EMAIL: [CLIENT] RFP Assignments!
[Main Message / Instructions]
RFP/RFI LINK:
[put link here]
SOLUTION PROPOSED:
[Solution Pitching] to meet the following need: “[CLIENT SPECIFIED NEED]”
KEY DATES:
Date / Time / Deadline[DAY OF WEEK, MONTH AND DAY] / p.m. PST / Questions Deadline to [CLIENT]! (Proposal Team will compile all questions received and send to the client.)
[DAY OF WEEK, MONTH AND DAY] / p.m. PST / ASSIGNMENTS RELEASED FOR PINK TEAM! (Proposal Team will send out all assignments to be completed.)
[DAY OF WEEK, MONTH AND DAY] / a.m. PST / PINK TEAMedits due to theProposal Team! (This is thedeadline for ALL assignmentsin the assignment chart! Proposal Team will incorporate all edits and send the submittal out for RED TEAM review.)
[DAY OF WEEK, MONTH AND DAY] / a.m. PST / RED TEAMreview period! (Proposal Team will send the response out for a final review.)
[DAY OF WEEK, MONTH AND DAY] / p.m. PST / RED TEAMedits due to theProposal Team! (All final edits due! Proposal Team will then incorporate all final edits and prepare to send our submittal.)
[DAY OF WEEK, MONTH AND DAY] / a.m. PST / Proposal Team will [INSERT PRINT/SHIP/ELECTRONIC INSTRUCTIONS] as required by the client. Proposal Team will then make a follow up call to the client to confirm receipt.
[DAY OF WEEK, MONTH AND DAY] / p.m. [CLIENT TIME ZONE] / [CLIENT NAME] RFP Response Due!
[DAY OF WEEK, MONTH AND DAY] / TBD / [INSERT ALL OTHER KEY EVENTS – DEMOS, AWARD DATE, ETC.]
[DAY OF WEEK, MONTH AND DAY] / TBD / [INSERT ALL OTHER KEY EVENTS – DEMOS, AWARD DATE, ETC.]
[DAY OF WEEK, MONTH AND DAY] / TBD / [INSERT ALL OTHER KEY EVENTS – DEMOS, AWARD DATE, ETC.]
PINK TEAM ASSIGNMENTS:
You must use the “Track Changes” option under the Review tab in Word to submit any changes!
All assignments in the following chart directly correlate to the working draft. If you do not see your name, then no specific items are needed from you; however, you can still feel free to review the draft during the Red Team review period!
Section / Assigned To / Comments[COMPANY NAME] Response to [CLIENT] (Main Word response)
TBA / Product Specialist /
- SME responds to most assignments!
TBA / Legal /
- Legal assignments!
TBA / Security /
- Security assignments!
TBA / HR /
- HR assignments!
TBA / Sales /
- Reference and pricing assignments!
[COMPANY NAME] Response to [CLIENT] (Questionnaire Excel sheet)
TBA / Product Specialist /
- Revise/edit/answer, etc.