Procurement Forecasting & Portfolio Building

Included in: Executive Plan

Available As Add-On: $300/month (standalone)

Goal: Help clients build a contract portfolio through monthly tracking, forecasting, and bid alignment for future awards.

What This Service Does:

This monthly service is designed to strategically grow each client’s contracting portfolio by:

• Mapping target agencies and upcoming opportunities

• Aligning leads with business goals and capacity

• Tracking progress from pursuit to award

• Creating a clear path from possible to secured contracts

Monthly Forecasting Includes:

1. Monthly Procurement Forecast Session

• Review of current bid activity and contract performance

• Identify upcoming federal/state/local agency forecasts

• Prioritize opportunities based on size, fit, and timing

• Assess trends in awarded contracts within the client’s niche

2. Pipeline Strategy Development

• Build a 12–18 month opportunity roadmap

• Organize by quarter: short-term (quick win), mid-term, long-term targets

• Develop themes and differentiators aligned with targeted agencies

• Tag contracts as: Watchlist / Ready to Bid / Follow-Up / Awarded / Rebid

3. Portfolio Tracking & Contract Positioning

• Track proposals submitted, proposals in progress, and awards

• Visual dashboard to measure progress and gaps

• Map performance goals against agency engagement

• Identify gaps in certifications, teaming, or past performance that impact eligibility

Tools We Use:

• Custom Monday.com dashboard setup for pipeline visualization

• Forecast board with filters by contract type, value, timeline, and agency

• Shared proposal tracker updated monthly

• Win-loss analysis (quarterly deep dives)

Benefits to the Client:

• Creates long-term contracting visibility

• Keeps your business focused and bid-ready

• Supports consistent proposal submission and strategic alignment

• Builds your reputation and positioning with key agencies

• Increases chance of winning multi-year or recurring contractsOptional Add-Ons- Must Add original Item then select Add on below!

Add-On’s are optional below (Original product must be purchased in addition to add-ons)