🧠 Project Template of the Month: Bidding (Construction)
This project board template shows how construction project managers can use MeisterTask to simplify and manage the critically important bidding process. In construction, bidding is the process by which companies offer their services for contributing to a certain project. Project managers can assess each offer (or bid) and decide with which company/ individual to work. In this board, bids are noted and then moved across the kanban board as they are reviewed and accepted or rejected.
@Zsuzsanna Kensell made the template as part of the Three Clouds Home Project 🏡. This project aims to build a high-quality custom home in a sustainable way within five months. The home (to be built in Bellevue, WA) should, in its design, construction and operation, reduce or eliminate negative ecological impacts 🌱.
To help bring this ambitious project to fruition, Zsuzsi used tall of our tools. With MeisterNote, she laid out a project plan. In MindMeister, she listed stakeholders and created a work breakdown structure; in MeisterTask, she managed the bidding.
Adding Email Automations to Ensure Follow Up
Zsuzsi has added an email automation to the Accepted section. This means that when a bid moves from review to Accepted, an email is sent to the project manager with the details of the bid. The task is also automatically set to Completed. With the email automation, it's harder for important updates to be missed, and it's easier to stay on top of a constantly changing bidding process.
Using Custom Fields to Provide the Bid Details
Custom fields are automatically added when each new task in the project board is made. What are the strengths of this?
- It reminds the project manager to provide all key information.
- It makes it easier to compare offers and choose who to employ.
- It adds transparency because the stakeholders added to the board are also able to see important details.
Notably, Zsuzsi added all three types of custom field: text, number, drop-down menu.
Adding Checklists to Show What Each Bid Includes
The checklist makes it exceptionally clear what each company offers. The project manager can quickly browse the project board and compare different bids with ease. This makes it easier for the project manager to choose the best option.
Want to explore further? Import the json file linked here to your own MeisterTask account 😍!