RFP Checklist Template

Ready, Set, Bid: Your RFP Process Checklist

RFP checklist template

Tackle All of the Essential Steps Needed to Win. Try this RFP Checklist Template.

Responding to an RFP is a marathon, not a sprint. Use this RFP checklist template to break down your process into bite-sized tasks you can feel good about finishing every step of the way.

Whether you have an RFP response process or not, you can:

  • Follow an Ideal RFP Process Checklist

    Use a proposal manager-approved example to inspire your RFP process.
  • Outline Your Existing Response Process Steps

    Customize the RFP checklist template with a task flow that works best for you.
  • Reuse for Every RFP that Comes Your Way

    Fill in new details (win themes included) and mark each task as ‘done’. 🏁
β€œEnsure that you define a process which allows flexibility when it is required. The ability to respond to a dynamic environment will be a critical component of your ability to produce responses with a high probability of wins. Flexibility must envelop your people, technologies, and procedures holistically.”
Matt Krumholz, Senior Manager, RFP Programs

Download Your RFP Process Checklist