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Tailoring a skills file to a tender, step by step

By Melvine Lawson, CEO of Prizm3 min read

A consultant can fit a need perfectly and still be turned down because their skills file does not show it. Tailoring a skills file means making visible what, in their background, answers this particular tender. Here is the method, in six steps.

1. Read the tender before the CV

Start with the need, not the consultant. Note three things:

  • the stake: what the client wants to achieve, in one sentence;
  • the assignments: what the consultant will actually do;
  • the skills, separating those that are required from those that are preferred. Words such as "mandatory", "required", "minimum" or "essential" flag the first kind.

Also note the client's vocabulary: what they call the role, their tools, their methods. You will need it in step 3.

2. Pick the assignments that answer the need

Then go through the CV and keep the assignments that touch the need: the same kind of project, the same sector, the same technical environment, the same level of responsibility. Put them first, from the closest to the furthest.

The other assignments do not disappear, they get shorter. One line is enough for an assignment unrelated to the tender: it shows continuity in the career without pulling attention away.

3. Reword in the client's language, without inventing anything

For each assignment you keep, rewrite the context and achievements using the vocabulary noted in step 1, wherever it describes what the consultant actually did. If the tender talks about "test management" and the CV says "coordinating testing", it is the same thing: use the client's word.

The limit is simple: a client's word is only added if it is true. A skill the consultant has not practised is not written down, even if it is requested. A file that promises more than the consultant can deliver is paid for in the interview or, worse, on the assignment.

4. Sort the skills

Group the skills by family (functional, technical, methods, tools) and put the ones the tender requires first. Remove those unrelated to the need, which lengthen the list without proving anything.

Then check that every required skill appears in at least one assignment. A skill that only sits in the list remains a claim; in an assignment, it becomes evidence.

5. Write the summary last

The summary is written once everything else is in place, because it sums it up. In three to five lines, it repeats the job title from the brief, names the two or three main requirements and says how the consultant's background meets them.

6. Put it all into the template and check

Transfer the file into your firm's template, named or anonymised as the client asks. Then reread it with the tender beside it: every requirement should find its answer, dates and job titles should be consistent, and nothing should remain of a client to be masked, or of the consultant's name if the file is anonymous.

How long it takes

Done properly, this work takes time: several Paris-based IT consultancies we interviewed spend 1 to 1.5 hours per file. That is what pushes teams to send the same file from one tender to the next, and it is precisely what gets it turned down.

With Prizm for Business

Prizm for Business follows these same steps from the consultant's CV: it reads the tender, picks out the stake, the assignments and the required skills, chooses the assignments that answer them, rewords them in the client's language and sorts the skills. The file comes out in under a minute in your Word template; your sales team reviews, adjusts and sends.

Seeing it on one of your own tenders takes a 15-minute demo, then 5 free skills files for your next responses.