Bidding on RFPs that aren’t a good fit is a waste of time and resources, and it takes a real toll on your win rate—and the morale of your team.

But to make better go/no-go decisions, you need a system.

So, what does it look like to develop a successful go/no-go decision-making process?

On this episode of The RFP Success Show, I share five steps to developing an effective go/no-go process, explaining how to determine your go/no-go criteria and create a corresponding checklist or scoring tool.

I discuss what it looks like to establish checks and balances in the go/no-go process and describe how to develop a consistent process for using your scoring tool to make a final decision.

Listen in for insight on training your team in the go/no-go process and learn to leverage go/no-go data to track trends, refine your criteria and win more business with RFPs!

Key Takeaways 

My 5 steps to developing an effective go/no-go process

1. Brainstorm criteria
2. Create checklist or scoring tool
3. Develop consistent process
4. Train team on process
5. Use data to track trends

Why it’s crucial to develop a go/no-go process for bidding on RFPs

How to develop go/no-go criteria by asking what makes a good project (and what doesn’t)

The process of building a scoring tool in Word or Excel

What it looks like to establish checks and balances in the go/no-go process

The value in developing a consistent process for using your scoring tool

Who might serve as the central point of contact for managing the go/no-go process

The benefit of a live training to communicate the go/no-go process to your team

The power in using go/no-go data to track trends

Connect with Lisa 

Lisa’s Website

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Lisa on LinkedIn

The RFP Success Company on YouTube

The RFP Success Company on LinkedIn

Subscribe on iTunes

Email [email protected] 

Resources

How to Make the Go/No-Go Decision on The RFP Success Show EP103

Book a Call with the RFP Success Company

Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek

The RFP Success Book by Lisa Rehurek

The RFP Success Institute