© mahindra satyam 2009 version 1.0 executive summary template

© Mahindra Satyam 2009

Version 1.0

Executive Summary Template

2


Customer Name

RFP Title

Reference Number

Project Summary

Sales / Relationship Manager

IBU

Bid Manager

Customer Representative

RFP Details

3


About The Customer

<<Customer Name>>

•Details of the Customer

• Revenue• Industry• Customer Goals

4


Competition Analysis

Infosys

Overall threat to Mahindra Satyam

SWOT analysis (on domain knowledge, service offerings, relationship strength, delivery track

record)

Share of wallet of offshore work

Size of business

BUs they work with

Engagement areasCompetitorS.no.

1

CTS2

Accenture3

TCS4

Wipro5

SAIC6

Bearing Point7

Keane8

5


SWOT Analysis

Strength Weakness

Opportunity Threat

6


Scope of the RFP

7


Initial Approach

• High level Solution

• Pain Area • Proposed Solution

8


Differentiators / Win Themes

9


Risk Mitigation

Risks Identified Mitigation Strategy

1.

2.

3.

4.

5.

10


Evaluation Criteria

11


Schedule – Key Timelines

Action Items Identified Start Date End Date

12


Proposal Pursuit Calendar - Sample

Develop SolutionSample Proposal Pursuit Calendar

ActivitiesMonday29-Sep

Tuesday30-Sep

Wednesday1-Oct

Thursday2-Oct

Friday3-Oct

Bid Planning RFP Reviewed

Define Scope and Initial Solution

Identify and Inform all Stake holders

Initial Solutioning

6-Oct 7-Oct 8-Oct 9-Oct 10-OctBid Review Form

Proposal Team

Discuss Requirements and initial solution

Proposal Visioning and detailing of solution

Create Detailed Solution Plan

Divide and Assign sections for inputs

13-Oct 14-Oct 15-Oct 16-Oct 17-OctProposal Defense and Deal Finalization

Integrate and compile the different sections into a proposal

Finalize Proposal

20-Oct 21-Oct 22-Oct 23-Oct 24-OctContract Sign-off

Submit Proposal Create BP and store the proposal in repository

20-Oct 21-Oct 22-Oct 23-Oct 24-Oct

Transition to Delivery

© mahindra satyam 2009 version 1.0 executive summary template

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