Decisioning

Qualification playbook

Build a repeatable qualification checklist to decide where to bid within minutes.

IntermediateVideo + template18 min

Lesson focus

Qualification

  • Map requirements to internal capacity
  • Score tenders on fit vs. effort
  • Align stakeholders before committing

Qualification pillars

Most bid teams rely on gut feel. A formal checklist makes the decision faster and more defensible.

Use four pillars: eligibility, delivery fit, commercial viability, and competitive edge.

  • Eligibility: certifications, geography, and compliance.
  • Delivery fit: timeline, scope, and internal capacity.
  • Commercial viability: margin, budget, and payment terms.
  • Competitive edge: references, partners, and differentiators.

Fit vs. effort score

Assign a simple score (1-5) for each pillar. If the total is below your threshold, do not proceed.

Keep the decision transparent and traceable for leadership reviews.

  • Capture the score in pipeline notes.
  • Record one risk and one mitigation per tender.

Stakeholder alignment

Qualification is a team sport. Share the decision snapshot with finance and delivery before finalizing.

If any team vetoes the tender, document it so the next cycle is faster.

Toolkit covered

Requirements extractionDecision tagsPipeline scoring

Suggested schedule

  1. Watch the lesson with your bid manager.
  2. Update your tender filters and save a search.
  3. Review recommendations together in the workspace.

Resources

  • Template: Qualification scorecard
  • Guide: Bid/no-bid governance
  • Checklist: Compliance readiness
More lessons

Continue learning

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Commercial strategy16 min

Pricing and budget intelligence

Use historical awards and budgets to shape pricing strategy and risk mitigation.

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