Clarify the signal, owner, evidence source, and decision deadline. Create or update the tool before the meeting ends.
Tool Play
RFP and bid-defense checklist
Standardizes vendor selection.
When to open it
CRO/vendor award.
How to run it
Use the RFP and bid-defense checklist when cro/vendor award. Confirm the purpose of the review, populate the required fields, test the evidence with the accountable functional owner, document the decision or next action, and assign a review date before the forum closes.
Review whether actions moved, risks changed, vendors or sites responded, and whether the output has become decision-ready.
Escalate the RFP and bid-defense checklist when evidence shows unresolved ownership, participant-protection risk, CTQ or endpoint impact, critical-path pressure, budget or vendor-scope change, inspection-readiness gap, or a decision beyond study-team authority.
Expected output
A completed RFP and bid-defense checklist record that turns standardizes vendor selection into named owners, evidence, timing, decision logic, follow-up actions, and closure proof.
Closure evidence
Closed when the accountable owner accepts the evidence, downstream handoffs are updated, and the next review date or closure rationale is recorded.
Unlock the full operating system behind this preview.
Members receive the full chapter/tool/packet library, downloadable templates, career drills, update access, and beta release notes.
Unlock Worked Example