Answer Planner – Using Only the Client Documents
What does it do?
Turns a tender question into a detailed answer plan with bid-ready headings, directive bullets and tells the writer exactly what to cover and what evidence to request from subject matter experts (SME’s). It follows the question order and scoring criteria, combines your win themes, and generates a checklist, cross reference table and a short action plan.
When should I use it?
In the Answer Planning stage — Use it once you have the question and scoring criteria, before anyone starts drafting, to create a complete structure and a clear SME evidence request list.
How to use it
- If you have a project selected, then the documents will be automatically selected, and you may select a pre-loaded question from the dropdown menu. If you do not have an available project, then input the question and assessment criteria in the corresponding text box. You may also upload a template for an answer structure if required.
- The tool will produce:
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- A clear description of what a high scoring answer needs to achieve
- A numbered section plan that mirrors the order of the question and any parts a b c
- An opening section and a closing section written as short paragraphs when enough insight exists
- Confident bid style headings and subheadings that can be reused in the final draft
- Built in prompts for SMEs to add metrics, examples or case studies
- A short checklist of priorities and common pitfalls tied to the criteria language
- A two-column cross reference table showing where consistency is needed across the bid
Top tips for best results
- Include the full question, alongside all scoring criteria for that question, including scoring bands, weightings or evaluator hints.
- Confirm your win theses and writing style within the company profile, allowing this tool to create the best answer plan for you.
- Use in conjunction with the ‘Break Down the Question’ tool as this reveals the details of the question, allowing this tool to hit every criterion.
- Can be followed with the ‘Answer Plan to Pink Draft’ tool to develop this answer plan into a working document ready for review.