How to Build an Effective Triage Process for New Tender Opportunities

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For many social care providers, time is wasted chasing tenders they are unlikely to win. A clear triage process can help you make quick, confident decisions on whether an opportunity is worth pursuing.

At Impact Guru Ltd, we help organisations establish practical tools for faster, smarter bid decisions — so you can focus your efforts where they matter most.

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🚦 What Is Tender Triage?

A triage process is a simple, structured way of assessing tenders as they arrive. It allows you to decide quickly whether a bid meets your strategic, operational, and financial criteria — before investing significant time or resource.

Typically, this involves:

• 📄 A brief review of opportunity fit
• 📝 Applying a simple RAG (Red / Amber / Green) rating
• 📊 Using a decision-making matrix linked to your Bid / No Bid process
• 🚨 Flagging risks early (staffing, geography, compliance gaps, etc.)

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🚀 Why Does This Matter?

Without triage, organisations often spend time preparing low-probability bids — leading to lower success rates, staff burnout, and wasted resources. A triage system helps maintain focus, boost morale, and increase your tender success rate.

It’s not about saying ‘no’ more often — it’s about saying ‘yes’ to the right opportunities with confidence.

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📥 Need Help Designing Yours?

Our Bid Strategy & Training service supports social care providers to develop fast, effective triage processes and build stronger pipelines of realistic, winnable opportunities.

• 🔧 Create clear triage tools linked to strategy
• 📊 Embed decision-making consistency across your team
• 🎯 Focus effort where it’s most likely to succeed

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