The RFP Triage Scorecard
A practical framework for institutional distribution, consultant relations and RFP teams to decide whether to bid and how much effort to invest.
1Are we eligible?
- Eligibility: Mandatory eligibility requirements and any strategy gaps.
2Can we win?
- Strategy fit: Alignment with investment guidelines, objectives and constraints.
- Competitive position: Reason for invitation, likely competition and clear differentiation.
- Relationship strength: Prior engagement, consultant dialogue and access to decision-makers.
3Is it worth winning?
- Mandate economics: Allocation potential, fee structure and long-term servicing requirements.
- Strategic value: Potential future mandates, new markets or stronger consultant relationships.
4Can we deliver? (Response effort)
Approved content available?
Specialist / senior input needed?
Deadline realistic for team capacity?
Use the score to structure the conversation, not replace judgment. A high total does not guarantee a win; a low total may justify a documented strategic exception. Check mandatory eligibility requirements separately.