Thursday, November 4, 2021

Prepare rfps more easily as a team

Preparing a request for proposal (RFP) requires bringing in a variety of resources and references while staying within budget commitments. You need one central location to assign tasks, review documents, and ensure RFP deadlines are met to create a winning proposal.

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Details  

Create a Microsoft Teams channel to collaborate on the RFP process. You can have conversations about project management, proposal deliverable, and budget. You can also upload documents right into the conversation to coauthor with colleagues and reference later. Use @mentions to notify team members you need them to weigh in on content. 

Add Planner to your Teams channel and assign tasks to team members and track their progress. Follow up on requests with chat, video, or audio calls without ever leaving Teams. You can also use the Teams mobile app to work on the go from any device.

Highlights

  • Bring together project management, proposal deliverable, and budget activities in one location.

  • Upload supporting RFP documents right into the conversation.

  • Track and assign tasks to manage progress.

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