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We have put together some useful documents to help you and your organisation to improve your approach to bidding.

The files below are available to download for free through the links shown. If you need more help, please contact us for additional in-depth documents designed to help you win more bids.

Please note, these files are quite old now (it's 2024 and we've been around a while!). However, don't be put off; the messages are as true today as they were when these documents were written.

Just for your info, we will be uploading updated version (and some new ones) later this year.



Prefer to do some eLearning?


PDF Icon@2x.png Sample Agenda For a Bid Kick-off Meeting

Feel free to download this PDF that gives you a very good basis for a Bid Kick-off meeting. It discusses the people you need and the subjects you need to cover.


PDF Icon@2x.png Writing A Winning Executive Summary

An executive summary is, in essence, a sales pitch. It is a succinct summary of why the customer should choose you and your services. You can more or less ignore the word ‘executive’ as this really has little meaning (it is a throwback to a time when a busy ‘executive’ would only be given the summary to read) and focus in on the word ‘summary’.

PDF Icon@2x.png Ten Golden Rules Of Successful Funds Bidding

We have seen a range of winning themes emerge and we have captured these rules for you here. These are our Ten Golden Rules for Bidding for Funds. If you apply these rules you will become ‘bid ready’ and optimised for success.


PDF Icon@2x.png What Aristotle can tell us about winning bids

This free download talks about Aristotle’s Modes of Persuasion and how the principles can help us to write winning bids time after time.


PDF Icon@2x.png Providing Evidence and Proof in a Bid

We will summarise what can be offered as evidence in bids and then we will explore each in a bit more detail. We will then look at the main classifications of evidence and the general rules you should apply.


PDF Icon@2x.png Bid Debrief Form

A simple point and click template you can send to your clients to ask for feedback after a failed bid submission.


PDF Icon@2x.pngGlossary of Bid and Procurement Terms



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