An RFP checklist is a project management tool that helps you keep track of your proposal process and improve consistency.
The checklist breaks down the RFP process into easily manageable pieces. For example:
RFPs have five phases, and each phase has several tasks associated with it. For instance, an RFP starts in the Evaluation phase, where a proposal team should:
☐ Review the opportunity
☐ Asses the RFP
☐ Add it to a priority list (if responding)
The proposal then moves into the Research phase (which has its own set of tasks), and so on, until your team finally submits the RFP.
The checklist helps you assess the status of each task until you reach the finish line.  With this visual template, you can better understand where you’re falling behind and where you’re ahead to ultimately meet your RFP deadline.
You can even repurpose the checklist for different requests (like RFIs, RFQs, and more) because there’s nothing more satisfying than completing a to-do list.