The Catalpa Handbook
  • The Catalpa Handbook
    • Handbook guidelines
  • 1. ABOUT CATALPA
    • 1.1 About Catalpa
    • 1.2 Vision, Values and Strategic Plan 2022
    • 1.3 Governance at Catalpa
    • 1.4 Organisational structure of Catalpa
    • 1.5 Our projects and key contacts for each
    • 1.6 Our key products
      • Bero
        • Content
          • Exams
          • Targeting Content to Users
            • Resizing images for Bero
        • Design
        • Requirements
        • Theming
      • Gathr
      • Openly
  • 2. OUR PEOPLE AND HOW WE WORK
    • 2.1 How we work and the tools we use
      • Google Drive
      • Trello
      • Github
      • InVision
    • 2.2 Communicating internally
      • All Hands Stand-up (weekly / Mondays)
      • Tutorial Tuesdays
      • Show & Tell
      • Guide to Slack
      • Team meetings
      • Other Events
    • 2.3 Mission Driven Teams
    • 2.4 Recruitment and Onboarding
      • Hiring Guidelines
    • 2.5 How we support our people to thrive
      • Onboarding a new hire
        • Onboarding Trello
        • Onboarding buddy guide
        • 30/60/90 Day Plan
      • Goal Setting
      • Regular work/task based 1X1's
      • Quarterly Catch Up's
      • Feedback
      • Managers - Managing Underperformance
    • 2.6 Offboarding
    • 2.7 Leave and public holidays
      • Leave
      • Public Holidays
    • 2.8 Supporting our Mental Health
    • 2.9 Working from home & remotely
    • 3.0. Learning & Development Allowance
  • Page
  • 3. EXTERNAL COMMUNICATIONS
    • 3.1 Guide to Communication
      • Describing Catalpa
      • Guide to photography
      • Guide to social media
      • Writing: style guide
      • Writing: grammar
    • 3.2 Procedures for the collection, storage and use of stories, photos and video
    • 3.3 External Complaints and Feedback Policy
  • 4. PARTNERSHIP AND GROWTH INCLUDING BUSINESS DEVELOPMENT
    • 4.1 Introduction / overview
    • 4.2 Pre-bid stage including networking and partnering
      • Networking
      • Positioning for priority bids
      • Tracking bid opportunities
      • Partnering
        • Partnership brokering
        • Due diligence of downstream partners /subcontracting agencies
        • Pre-bid agreements
    • 4.3 Go / No Go
      • Go / No Go meetings
      • Selection criteria and guidelines
    • 4.4 Tender planning and preparation
      • Project planning and design pre-submission
      • Key templates and links for bid planning and preparation
      • Bid Writing - full proposal or concept note
        • How to appoint an external bid writer
        • Key templates
        • Commonly required building blocks / required materials for tenders
        • Guides
    • 4.5 After a bid has been submitted
  • 5. PROJECT AND PRODUCT CYCLE MANAGEMENT
    • 5.1 Introduction
    • 5.2 Planning and pre-submission design
      • 5.2.1 Monitoring, Evaluation & Learning
        • Project-level M&E
        • Catalpa's organisational approach to MEL
      • 5.2.2 Risk Management
      • 5.2.3 Cross-cutting issues in projects
        • Gender equality
        • Disability inclusion
    • 5.3 Mobilising a new project
      • Handover from BD team to PM team
      • Program Summary Document
      • Team Kickoff Meeting
      • Team Charter
    • 5.4 Post-contract implementation
      • Stage 1 - Learn: Design and Discovery
        • Human Centred Design
        • Our Tools
        • Creating a product
      • Stage 2: Create and Ideate
        • Our model
        • Agile Project Management
          • Getting started
          • Product design and development phases
            • 0. Contracting
            • 1. Learn
              • 1.1. Prepare
              • 1.2. Discovery
              • 1.3 Empathise
            • 2. Create
              • 2.1 Ideate
              • 2.2 Implement
            • 3. Refine
            • 4. Evaluate
          • Product Roadmap
          • Defining releases
          • Create the solution
          • Make a global plan
          • User Stories
          • Prototyping
          • Incremental development
          • UX & UI
          • Conducting tests
      • Stage 3: Refine and Release
        • Introduction and overview
        • Data privacy on a project basis
        • How-tos
          • Retrospective
        • Scrum methodology
          • Daily standup
          • Sprints
          • Sprint prep
          • Sprint meeting
        • Release
          • Epics
          • Epic selection
          • Epic planning
          • Product Q&A, deployment and implementation
          • Make it available
          • Delivery
      • Stage 4: Evaluate
        • Define the maintenance support plan and team
        • Customer support
        • Ongoing user data collection and analysis
      • Glossary of Terms
    • 5.5 Project close-out
      • Product transition and handover
      • Transition to governmen
      • SMA
      • Licenses / handover documents
      • Migrating to Gov owned data-center or cloud hosting
  • 6. POLICIES AND PROCEDURES
    • 6.1 Register of policies and compliance
    • 6.2 Policy Development Procedure
    • 6.3 Code of Conduct
    • 6.4 Data Privacy & Storage Policy
    • 6.5 Human Resources Policies
      • Breastfeeding and Work Policy
      • Occupational Health and Safety Policy
      • Domestic and Family Violence Policy
      • Gender Equality Policy
      • Disability & Discrimination Policy
      • Use of Catalpa Vehicles Policy - PNG
      • Anti-Bullying, Harassment and Discrimination Policy
    • 6.6 Safeguarding Policies, Templates and Training
      • Child Safeguarding Policy
      • Prevention of Sexual Exploitation, Assault and Harassment Policy (PSEAH)
      • Safeguarding templates
      • Safeguarding training
      • Safeguarding procedure for collecting, storing and using images / stories
    • 6.7 Financial and Asset Management
      • Fraud & Corruption Policy
      • Vehicle Use
    • 6.8 Complaints and Feedback
      • Internal Complaints and Feedback Policy
      • External Complaints and Feedback Policy
      • Whistleblower Policy
    • 6.9 Contract Development Procedure
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  1. 4. PARTNERSHIP AND GROWTH INCLUDING BUSINESS DEVELOPMENT
  2. 4.3 Go / No Go

Selection criteria and guidelines

Information about the Business Development Opportunity Selection criteria

PreviousGo / No Go meetingsNext4.4 Tender planning and preparation

Last updated 10 months ago

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To ensure that we are utilising our staff time in the best way in business development by only going for tenders where we have both a reasonable chance of success and a reasonable expectation the program can be implemented within scope and budget

Make sure to read the guidelines for the whole and then refer to the Business Development Opportunity Selection criteria. In June 2024 a revised / updated template for the criteria was agreed. Please save a new version before working in the template

Key principles to keep in mind:

  • Be honest - don’t try to fudge the situation, try to fix the situation. Eg. if we don’t have a winning team leader, acknowledge that and then keep trying to identify one. If you don’t have one, drop the bid.

  • Don’t waste resources - bidding resources are scarce and we have to make the best use of what we have. You can use the criteria to compare the likelihood of success between two bids and use it to make the decision of which one to go ahead with and which to drop.

  • Saying no can be more strategic than saying yes.

  • It is better to bid less but bid better.

  • Identified and agreed priority bids must be the priority and resources should be prioritised across the organisation.

  • If there are 2 or more important tenders, the criteria can be used to prioritise one bid over another or to decide if we need to bring in external resources to develop both the bids at the same time.

Go / No Go Guide process
Business Development Opportunity Selection