Lessons Learnt Exercises on Tenders and Contracts
Following both tender award and contract completion lessons learnt exercises will enable you to identify strengths and weaknesses within your submissions, solutions and implementation to enable improvements in future tenders
The bid management process does not end with the submission. Learning from client feedback is crucial for the continuous improvement of tender results.
Unfortunately, you will not win every tender and there could be a number of reasons for not being successful. If the buyer does not provide feedback with your rejection letter we would recommend asking, so you can learn lessons for future bids. It could be that you scored the most points on the quality side but lost out on price or vice versa. By analysing feedback you can address the elements of the bid which did not score the require marks and carry these lessons to the next tender.
Equally if you have been successful, you should still seek feedback so you can identify areas for further improvement, as no submission is ever perfect.
If you tender is for a public sector project the buyers are legally required to publish details of who won each tender. This notice is also likely to include the winning tender price enabling you to further understand areas for improvement.
For post project reviews you should consider all activities undertaken for the contract. This will help you understand which areas performed well and areas for development. The areas identified should be acted upon to make improvements going forward. It is also advisable to compare the original tender delivery plan and pricing with that achieved during execution of the works to enable the estimator and planner to get genuine feedback on how realistic their solutions were and any major issues. Equally feedback to the procurement team is invaluable in ensuring that the materials, suppliers, and subcontractors selected were appropriate.
Lessons learned can be undertaken at any time during the project life cycle from publishing of result to completion of the contract, with a different outcome expected from each review
It is also beneficial to engage with the employer to get feedback on what they felt went well and what could be improved in a 360 degree session will enable everyone to understand the customer’s views and incorporate them into future opportunities and framework contracts.
Ensure that feedback is also sought from your staff, sub-contractors, and supply chain partners to enable this process to have real meaning.
Workshops
Ellipsis International Solutions can facilitate the lesson learnt workshops and feedback questions, providing this process in a number of ways to suit the client’s exact requirements. e.g., face-to-face meetings, online feedback, etc. All members of the tender and contract teams as well as the client, supply chain and local stakeholders can be engaged in the process depending on the stage at which the review is undertaken. To be effective lessons learnt feedback needs to be fair and constructive.
Typical workshop questions are:
• What worked well?
• What did not work so well and why?
• What could we do differently?
• What issues remain outstanding?
• What could be improved for future contracts?
• How well did the tender solution match the contract solution?
• How did the systems and procedures work out and are any changes required?
• What could be improved upon?
• Were any innovative solutions found that can be used for future projects?
• Were there any significant cost overruns or cost savings?
• Could different technology or ICT systems improve the outcomes going forward?
• Did inter departmental support and relationships work well and if not what needs to be changed?
• Was the supply chain fully involved and are there any improvements that can be achieved?
• Was the procurement timeline correct to ensure the timely arrival of long lead time items?
• What does each member of the team think the most successful element of the project was?
• What does each member of the team think the least successful element of the project was?
Ellipsis International Solutions believe that lessons learnt sessions are most effective when you undertake them as part of an ongoing process of continuous improvement throughout the contract period. It creates the best long-term benefits and provides more meaningful data for input into future tenders and projects and can be tied to stage gateways or key deliverables.