Opportunity Lifecycle

Why This Exists

This document defines the tender opportunity lifecycle.

Owner

The owner is the Chief Product Officer and Enterprise Architect.

Business Value

Lifecycle clarity helps customers track opportunities from discovery through recommendation and handoff without confusing Opportunity work with Proposal execution.

Lifecycle States

State	Meaning
Discovered	Tender found from a source.
Indexed	Tender record and documents are indexed.
Matched	Tender matched to an Organization.
Watching	Tender is monitored through watchlist or customer interest.
Saved	Tender saved into customer pipeline.
Qualification In Progress	Eligibility, fit, readiness, risk, and effort are being assessed.
Qualified	Tender is suitable for consideration.
Not Qualified	Tender is not suitable or eligible.
Recommended Bid	Recommendation indicates bid.
Recommended No-Bid	Recommendation indicates no-bid.
Handed Off	Qualified opportunity is handed to Proposal or Bid Domain.
Closed	Tender is no longer active for the customer.

State Diagram

stateDiagram-v2
    [*] --> Discovered
    Discovered --> Indexed
    Indexed --> Matched
    Matched --> Watching
    Matched --> Saved
    Saved --> QualificationInProgress
    Watching --> QualificationInProgress
    QualificationInProgress --> Qualified
    QualificationInProgress --> NotQualified
    Qualified --> RecommendedBid
    Qualified --> RecommendedNoBid
    RecommendedBid --> HandedOff
    RecommendedNoBid --> Closed
    NotQualified --> Closed
    HandedOff --> Closed
    Closed --> [*]

Lifecycle Rule

Proposal writing may begin only after a governed handoff to the Proposal or Bid Domain.