This workflow covers technical proposals for service and engineering consultancy bids. Pricing, commercial schedules and eligibility documents are handled separately.

Agree on the scoring and format first

The bidding agent starts with two breakdowns: how the proposal will be scored, and how the technical document must be structured. You review the scoring items, evidence needed, chapter order and formatting requirements before it plans the full outline.

Previous bids guide the structure and writing style. Names, dates, technical parameters and commitments are checked against the current project.

Build the outline around the scoring

The top-level chapters follow the tender’s required format. The next levels map to scoring criteria and the items each section must address. Further detail covers this project’s technical work, methods and deliverables.

You approve the outline, how past material will be reused, the chapter lengths and any open questions before drafting starts.

Draft in sections, then check each one

Before delegating, the bidding agent defines the requirements, evidence and boundaries for each section. High-value chapters start with a short writing sample. Once that passes review, specialist agents develop the sections. The main agent retains responsibility for the overall approach and key technical judgments.

Each completed section is checked for coverage, project detail, technical depth and repetition. Revisions target the specific gaps.

Review the assembled proposal

After the accepted sections are assembled in the agreed order, independent review checks that requirements are covered, facts are accurate, scoring criteria are backed by evidence, and the approach, schedule, quality controls and commitments are consistent.

Issues go back to the relevant sections. The revised proposal is assembled and reviewed again.

Deliver an editable Word document

Before export, confirm the bidding entity, named personnel, project experience, technical deviations and key commitments. The document is built from the agreed template and checked for headings, numbering, tables, pagination and readability.

You receive the Word file with its review status and any open questions. Final submission requires the bidder’s approval.

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