brief guide to document management
TRANSCRIPT
7/29/2019 Brief guide to document management
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Better Bidding WorksheetDocument and Version Control
Introduction
We often find that the control of documents becomes more critical as the number of people
involved in a bid increases. Where multiple individuals have responsibility for creating and writing
documents, a version control process is highly recommended. The below tables are suggested for
this.
Feel free to adapt them as required and paste them into your own documents.
Document Overview
Document reference: Section:
Specification
Reference
Requirements Response Checked
Document Control Information
Author/owner: Status: Final / Issued
Version: Approved
Approved by: Draft awaiting approval
Approved date: Draft
Sent to Client: Yes No Working copy
Version Amendment By Date
7/29/2019 Brief guide to document management
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Better Bidding WorksheetDocument and Version Control
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Document Overview
Document reference: X1 Section: Delivery of services to process widgets
Specification
Reference
Requirements Response Checked
X1.A2 To detail escalation in the event of
non-delivery
Escalation matrix added CP
X1.C4 Formal meetings required on weekly
basis
Scheduled as part of
communication plan
CP
Document Control Information
Author/owner: Goldilocks Smith Status: Final / Issued
Version: C Approved
Approved by: Chris Payne Draft awaiting approval
Approved date: 01/07/2011 Draft
Sent to Client: Yes No Working copy
Version Amendment By Date A Escalation matrix added G Smith 12/06/11
B Communication plan added G Smith 18/06/11
C Spelling and grammar checks done C Payne 28/06/11
The document overview
relates to the official tender
documents issued by the
customer. This should
highlight the official title
and reference section of the
RFP document.
Optional section; taken
from the bid strategy
document. The purpose is
to highlight the essential
deliverables as detailedwithin the tender
documents.
Status of the current
document
Responsibility for the
document creation as well
as current version numbers
detailed here.
Version history. What
amendments were carried
out, by whom and when.