Bid Maturity Assessment Form
Welcome! This questionnaire is designed to help assess the maturity of your company’s bid process and environment. Your responses will provide a clear picture of strengths, gaps, and opportunities for improvement. Based on your results, you’ll receive a maturity score and recommendations on whether outsourcing bid optimisation support could help enhance your win rates and process efficiency.
Name
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First Name
Last Name
Email
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example@example.com
Company Name
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Bid Strategy & Qualification
1. What percentage of bids won are considered strategically aligned and expected to be commercially viable (profitable)?
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Please Select
1 – Unknown; no tracking of alignment or profitability
2 – Very few wins align with strategy
3 – About half of wins are considered aligned business
4 – The majority of wins are profitable and aligned
5 – Almost all wins are high-value and strategic
2. Are revenue targets or growth strategies clearly defined and systematically linked to the bids you pursue?
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Please Select
1 – No link; pursuit is purely reactive
2 – General revenue goals exist but aren't applied to bid selection
3 – Some bids are vetted against strategic goals
4 – Most bid decisions are driven by growth strategy
5 – Every pursuit is a calculated move toward strategic goals
3. Is proposal messaging aligned with buyer pain points, decision criteria, and clearly articulated value drivers?
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Please Select
1 – Not aligned with buyer needs
2 – Minimal buyer focus
3 – Some alignment but generic
4 – Mostly buyer-centric messaging
5 – Fully tailored to buyer goals and pain points
Any comments related to your current Bid Strategy & Qualification process?
Bid Governance & Decision Making
4. Do you use a formal bid/no-bid (Go/No-Go) decision framework with defined evaluation criteria before investing effort?
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Please Select
1 – No filter; all opportunities are pursued
2 – Decisions are made ad-hoc without set criteria
3 – Criteria exist but are frequently ignored
4 – Formal filter is applied to most bids
5 – Rigorous decision process is consistently applied to every bid
5. Is there a formal deal committee that approves bid pursuits, and is their authority upheld if challenged?
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Please Select
1 – No decision body exists
2 – A committee exists but is frequently bypassed or lacks real decision-making power
3 – A committee reviews bids, but their "No-Go" decisions are often overturned by Sales/Executive pressure
4 – A committee is involved in most bids, and their decisions are generally upheld by Sales/Executives
5 – A committee is mandatory for all bids; their strategic "No-Go" decisions are final and fully supported by all stakeholders
6. Do you have a policy or guideline that governs when and how bids are pursued (beyond just process)?
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Please Select
1 - No policy or guideline exists
2 - Informal guidelines exist only
3 - Policy exists but is loosely applied
4 - Policy applied frequently and understood
5 - Policy formally embedded in the company culture
Any comments related to your current Bid Governance & Decision Making process?
Bid Operating Model (People)
7. Who is involved in a bid, and are their roles & responsibilities documented (e.g. RACI)?
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Please Select
1 - No clarity on who is responsible for what
2 - Some roles known but not documented
3 - Roles are documented but not always respected
4 - Roles are documented and mostly observed
5 - Roles documented, clear, and always used
8. Are responsibilities for pricing, writing, and solutioning each clearly assigned?
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Please Select
1 – No clear assignment for these functions
2 – Some roles vaguely assigned
3 – Assignments exist but overlap
4 – Mostly clear and understood roles
5 – Fully defined, documented and assigned roles
9. Do you operate with dedicated bid team members, or are bid roles rotated across functions?
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Please Select
1 – No assigned team members; purely reactive staffing
2 – Roles change constantly leading to inconsistency
3 – A mix of fixed and rotating roles depending on bid size
4 – Core team is stable with minimal rotation
5 – A permanent, cross-functional expert team
10. Do subject matter experts (technical, legal, compliance) contribute on time, and are they clear on their roles and deadlines?
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Please Select
1 – Regular delays and SMEs are unclear on expectations
2 – Some SMEs contribute well, others cause bottlenecks
3 – SMEs usually meet deadlines but need constant chasing
4 – Roles are understood and contributions are mostly timely
5 – SMEs are proactive, roles are clear and deadlines are always met
Any comments related to your current Bid Operating Model (People) process?
Bid Process & Execution
11. Do you have a documented standard operating procedure (SOP) for your bid lifecycle (from opportunity to submission)?
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Please Select
1 - No SOP exists at all
2 - SOP idea exists but not documented
3 - Documented somewhat, but incomplete or unclear
4 - Full SOP exists and mostly followed
5 - Full SOP in place, updated regularly and strictly adhered to
12. Do you use structured review checklists that incorporate compliance, risk, and quality assurance controls throughout the bid process?
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Please Select
1 – No checklists or compliance reviews exist
2 – Simple checklists exist but are rarely used
3 – Checklists exist but are applied inconsistently
4 – Comprehensive checklists are part of every review stage
5 – Compliance is tracked and enforced at every milestone
13. How effectively are bid response timelines managed?
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Please Select
1 – No tracking of timelines; frequent overruns
2 – Timelines vary widely; frequent delays
3 – General estimates exist but are often missed
4 – Timelines tracked and mostly achieved
5 – Structured timeline management; consistently achieved
14. To what extent do process bottlenecks impact the efficiency and quality of your bid process?
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Please Select
1 – Severe delays across most bids
2 – Frequent bottlenecks with major impact
3 – Occasional bottlenecks in certain stages
4 – Minor inefficiencies, mostly manageable
5 – No recurring bottlenecks; process flows smoothly
15. Is there a structured handover process from the bid team to the delivery team once a contract is won?
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Please Select
1 – None with no formal transition
2 – Verbal briefing only, often missing key details
3 – Handover happens for major projects but lacks a standard format
4 – A formal meeting and document transfer occur for most wins
5 – Full transfer of pricing assumptions, risks, and commitments to delivery
Any comments related to your current Bid Process & Execution process?
Bid Tools & Content Enablement
16. Are systems or tools (CRM, knowledge management, bid collateral, templates, trackers, SharePoint) in place to support the bid process?
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Please Select
1 – No tools or completely disconnected systems in place
2 – Tools exist but are not integrated or standardised
3 – Tools exist but the team avoids using them
4 – Systems are integrated and support the majority of the work
5 – A comprehensive CRM system is used by all
17. Are bid templates, trackers, and dashboards standardised and easily accessible?
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Please Select
1 – None, every bid starts from a blank page
2 – Templates exist but vary by person or department
3 – Some standardisation exists but use is inconsistent
4 – Most tools are standardised and easy to find
5 – All tools are centrally managed and used for every bid
18. Do you maintain a central bid content library (standard content, CVs, templates, certificates, graphics) and is it regularly updated?
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Please Select
1 – No library; content is hunted for every time
2 – An outdated repository exists but is rarely used
3 – Some documents are stored but updates are inconsistent
4 – Central library is well-organised and mostly current
5 – Library is well managed. always current and widely used
Any comments related to your current Bid Tools & Content Enablement process?
Bid Performance & Continuous Improvement
19. How do you evaluate and track overall bid performance and metrics?
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Please Select
1 – No evaluation or tracking exists
2 – Informal reviews happen occasionally
3 – Tracking exists but is maintained by individuals
4 – Standardised tools/KPIs are used for tracking
5 – Regular KPI analysis drives continuous improvement
20. What is your current bid win rate (over the last 12 months)?
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Please Select
1 – Win rates are not tracked or win rates less <10%
2 – Tracked loosely with a win rate <20%
3 – Moderate tracking with approximately a 30% win rate
4 – Consistent tracking with a 40–50% win rate
5 – Fully tracked and segmented with a >50% win rate
21. How formally are win/loss reviews conducted and used to improve future performance?
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Please Select
1 – No reviews; reasons for wins/losses are unknown
2 – Anecdotal or assumed reasons only, shared verbally
3 – Reviews are held, but the insights rarely change our future behavior
4 – Regular reviews with insights shared with the wider team
5 – Detailed analysis is shared company-wide and directly updates our collateral and decision making criteria
Any comments related to your current Bid Performance & Continuous Improvement process?
Result (out of 100)
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