Course Code: SM-06
Goal: Strategically manage bid submissions and deadlines using the CUBE Bid Calendar to ensure project prioritization, workload balancing, and enhanced internal communication.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for sales leads, estimators, project coordinators)

Resources Provided:

• Bid Calendar Navigation Guide
• Bid Scheduling and Prioritization Checklist
• Internal Communication Best Practices Template

Learning Objectives

By the end of this session, participants will be able to:

• Access, navigate, and update the CUBE Bid Calendar.
• Schedule, prioritize, and adjust project bidding activities based on deadlines and team workload.
• Centralize and enhance team communication using the bid scheduling tools.

Session Agenda

SM6.1 Accessing and Updating the Bid Calendar

• Navigate to the Bid Calendar view in CUBE.
• Adding new bids:
• Key bid details: project name, submission due date, assigned estimator.
• Link to Sales Project or Opportunity.
• Editing and rescheduling existing bids.
• Marking bid statuses (Scheduled, Submitted, Won, Lost).

SM6.2 Managing Project Scheduling and Prioritization

• Viewing all active bids in calendar mode.
• Prioritizing by:
• Due date
• Estimated revenue size
• Strategic importance (key accounts, new markets)
• Adjusting estimator assignments and workload balancing.
• Monitoring workload by team and due dates.

SM6.3 Enhancing Team Communication Through Centralized Scheduling

• Benefits of a live, shared bid calendar for the team.
• Setting bid deadlines and internal review dates.
• Communicating adjustments through calendar notifications.
• Best practices for pre-bid meetings and kickoff coordination.

Hands-On Preview (Optional if time allows)

• Add a sample bid to the calendar.
• Assign an estimator and set a reminder.
• Reschedule a bid and notify the team.

Post-Session Action Items

• Review upcoming bids and validate calendar accuracy.
• Assign clear ownership for each bid (lead estimator or sales manager).
• Standardize internal bid schedule reviews at weekly sales meetings.

Note: When scheduling, make sure to include this session code: SM-06

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