# <!-- Powered by BMAD™ Core -->
---
template:
  id: opportunity-summary
  name: Opportunity Summary Template
  version: 1.0
  description: Structured format for summarizing government RFQ opportunities
  output:
    format: markdown
    filename: "{{rfq_number}}-opportunity-summary.md"

workflow:
  elicitation: true
  allow_skip: false

sections:
  - id: overview
    title: Overview
    instruction: |
      This template provides a structured format for summarizing government RFQ opportunities. It helps capture key information to support bid/no-bid decisions and initial proposal planning.

  - id: usage_instructions
    title: Usage Instructions
    instruction: |
      1. Complete this template immediately after RFQ document import
      2. Focus on extracting key information for decision-makers
      3. Identify critical requirements and evaluation factors
      4. Highlight potential win themes and discriminators

  - id: summary_header
    title: Summary Header
    instruction: |
      ```
      # [RFQ Number] Opportunity Summary
      # [Agency Name]
      # [RFQ Title]
      # [Date]
      ```

  - id: executive_summary
    title: Executive Summary
    instruction: |
      ### Opportunity Overview

      **Opportunity Description**:
      [2-3 paragraphs summarizing the opportunity, customer need, and scope of work]

      **Key Dates**:

      - RFQ Release Date: [Date]
      - Questions Due: [Date]
      - Proposal Due: [Date]
      - Estimated Award Date: [Date]
      - Period of Performance: [Duration]

      **Strategic Fit Assessment**: [Strong / Moderate / Weak]

      **Win Probability Assessment**: [Percentage]

      **Recommendation**: [Pursue / Pursue with conditions / Do not pursue]
    elicit: true

  - id: customer_information
    title: Customer Information
    instruction: |
      ### Agency Profile

      | Parameter          | Value          | Notes                |
      | ------------------ | -------------- | -------------------- |
      | Agency             | [Agency Name]  | [Additional context] |
      | Sub-agency/Program | [Program Name] | [Additional context] |
      | Mission Focus      | [Mission]      | [Additional context] |
      | Contracting Office | [Office]       | [Additional context] |
      | End User           | [End User]     | [Additional context] |
      | Location(s)        | [Locations]    | [Additional context] |

      ### Customer Priorities

      | Priority     | Importance        | Evidence   | Alignment with Capabilities |
      | ------------ | ----------------- | ---------- | --------------------------- |
      | [Priority 1] | [High/Medium/Low] | [Evidence] | [Alignment]                 |
      | [Priority 2] | [High/Medium/Low] | [Evidence] | [Alignment]                 |
      | [Priority 3] | [High/Medium/Low] | [Evidence] | [Alignment]                 |
      | [Priority 4] | [High/Medium/Low] | [Evidence] | [Alignment]                 |
      | [Priority 5] | [High/Medium/Low] | [Evidence] | [Alignment]                 |

      ### Customer Relationship

      | Relationship Factor         | Assessment             | Evidence   | Strategy   |
      | --------------------------- | ---------------------- | ---------- | ---------- |
      | Prior work with agency      | [Strong/Moderate/None] | [Evidence] | [Strategy] |
      | Key personnel relationships | [Strong/Moderate/None] | [Evidence] | [Strategy] |
      | Agency familiarity          | [Strong/Moderate/None] | [Evidence] | [Strategy] |
      | Past performance relevance  | [Strong/Moderate/None] | [Evidence] | [Strategy] |
      | Competitive positioning     | [Strong/Moderate/None] | [Evidence] | [Strategy] |
    elicit: true

  - id: opportunity_details
    title: Opportunity Details
    instruction: |
      ### Contract Information

      | Parameter               | Value                        | Notes                        |
      | ----------------------- | ---------------------------- | ---------------------------- |
      | RFQ/Solicitation Number | [Number]                     | [Additional context]         |
      | Contract Type           | [FFP, T&M, CPFF, etc.]       | [Additional context]         |
      | Contract Vehicle        | [Vehicle]                    | [Additional context]         |
      | NAICS Code              | [Code]                       | [Size standard]              |
      | Set-Aside Type          | [Small business, 8(a), etc.] | [Additional context]         |
      | Estimated Value         | $[Amount]                    | [Annual value / total value] |
      | Period of Performance   | [Duration]                   | [Base + options]             |
      | Place of Performance    | [Location]                   | [Additional context]         |

      ### Scope of Work

      **Summary Scope**:
      [1-2 paragraphs summarizing the scope of work]

      **Key Deliverables**:

      - [Deliverable 1]
      - [Deliverable 2]
      - [Deliverable 3]
      - [Deliverable 4]
      - [Deliverable 5]

      **Technical Requirements Summary**:
      [1-2 paragraphs summarizing key technical requirements]

      **Management Requirements Summary**:
      [1-2 paragraphs summarizing key management requirements]

      **Staffing Requirements Summary**:
      [1-2 paragraphs summarizing key staffing requirements]
    elicit: true

  - id: evaluation_factors
    title: Evaluation Factors
    instruction: |
      ### Section M Summary

      | Evaluation Factor | Weight/Importance | Key Requirements | Our Capability Alignment |
      | ----------------- | ----------------- | ---------------- | ------------------------ |
      | [Factor 1]        | [Weight]          | [Requirements]   | [Alignment]              |
      | [Factor 2]        | [Weight]          | [Requirements]   | [Alignment]              |
      | [Factor 3]        | [Weight]          | [Requirements]   | [Alignment]              |
      | [Factor 4]        | [Weight]          | [Requirements]   | [Alignment]              |
      | [Factor 5]        | [Weight]          | [Requirements]   | [Alignment]              |

      ### Evaluation Methodology

      **Evaluation Approach**: [Best value / LPTA / Other]

      **Scoring Method**: [Adjectival / Numerical / Other]

      **Key Evaluation Considerations**:

      - [Consideration 1]
      - [Consideration 2]
      - [Consideration 3]
      - [Consideration 4]
      - [Consideration 5]
    elicit: true

  - id: competitive_assessment
    title: Competitive Assessment
    instruction: |
      ### Incumbent Analysis

      | Parameter             | Value                  | Notes                |
      | --------------------- | ---------------------- | -------------------- |
      | Incumbent             | [Company name]         | [Additional context] |
      | Contract Performance  | [Strong/Moderate/Weak] | [Evidence]           |
      | Customer Satisfaction | [High/Medium/Low]      | [Evidence]           |
      | Known Issues          | [Issues]               | [Evidence]           |
      | Recompete Strategy    | [Strategy]             | [Explanation]        |

      ### Competitive Landscape

      | Likely Competitor | Strengths   | Weaknesses   | Win Strategy Against |
      | ----------------- | ----------- | ------------ | -------------------- |
      | [Competitor 1]    | [Strengths] | [Weaknesses] | [Strategy]           |
      | [Competitor 2]    | [Strengths] | [Weaknesses] | [Strategy]           |
      | [Competitor 3]    | [Strengths] | [Weaknesses] | [Strategy]           |
      | [Competitor 4]    | [Strengths] | [Weaknesses] | [Strategy]           |
      | [Competitor 5]    | [Strengths] | [Weaknesses] | [Strategy]           |
    elicit: true

  - id: capability_assessment
    title: Capability Assessment
    instruction: |
      ### Technical Capability Alignment

      | Technical Requirement | Capability Assessment  | Gap Analysis | Strategy   |
      | --------------------- | ---------------------- | ------------ | ---------- |
      | [Requirement 1]       | [Strong/Moderate/Weak] | [Gaps]       | [Strategy] |
      | [Requirement 2]       | [Strong/Moderate/Weak] | [Gaps]       | [Strategy] |
      | [Requirement 3]       | [Strong/Moderate/Weak] | [Gaps]       | [Strategy] |
      | [Requirement 4]       | [Strong/Moderate/Weak] | [Gaps]       | [Strategy] |
      | [Requirement 5]       | [Strong/Moderate/Weak] | [Gaps]       | [Strategy] |

      ### Past Performance Alignment

      | Past Performance | Relevance         | Customer   | Value     | Outcome   | Alignment   |
      | ---------------- | ----------------- | ---------- | --------- | --------- | ----------- |
      | [Project 1]      | [High/Medium/Low] | [Customer] | $[Amount] | [Outcome] | [Alignment] |
      | [Project 2]      | [High/Medium/Low] | [Customer] | $[Amount] | [Outcome] | [Alignment] |
      | [Project 3]      | [High/Medium/Low] | [Customer] | $[Amount] | [Outcome] | [Alignment] |
      | [Project 4]      | [High/Medium/Low] | [Customer] | $[Amount] | [Outcome] | [Alignment] |
      | [Project 5]      | [High/Medium/Low] | [Customer] | $[Amount] | [Outcome] | [Alignment] |
    elicit: true

  - id: strategic_assessment
    title: Strategic Assessment
    instruction: |
      ### SWOT Analysis

      #### Strengths

      - [Strength 1]
      - [Strength 2]
      - [Strength 3]
      - [Strength 4]
      - [Strength 5]

      #### Weaknesses

      - [Weakness 1]
      - [Weakness 2]
      - [Weakness 3]
      - [Weakness 4]
      - [Weakness 5]

      #### Opportunities

      - [Opportunity 1]
      - [Opportunity 2]
      - [Opportunity 3]
      - [Opportunity 4]
      - [Opportunity 5]

      #### Threats

      - [Threat 1]
      - [Threat 2]
      - [Threat 3]
      - [Threat 4]
      - [Threat 5]

      ### Win Themes

      | Potential Win Theme | Supporting Evidence | Customer Value | Discriminator |
      | ------------------- | ------------------- | -------------- | ------------- |
      | [Theme 1]           | [Evidence]          | [Value]        | [Yes/No]      |
      | [Theme 2]           | [Evidence]          | [Value]        | [Yes/No]      |
      | [Theme 3]           | [Evidence]          | [Value]        | [Yes/No]      |
      | [Theme 4]           | [Evidence]          | [Value]        | [Yes/No]      |
      | [Theme 5]           | [Evidence]          | [Value]        | [Yes/No]      |
    elicit: true

  - id: bid_decision_factors
    title: Bid Decision Factors
    instruction: |
      ### Strategic Value Assessment

      | Strategic Factor            | Assessment        | Weight   | Score   |
      | --------------------------- | ----------------- | -------- | ------- |
      | Strategic alignment         | [High/Medium/Low] | [Weight] | [Score] |
      | Win probability             | [High/Medium/Low] | [Weight] | [Score] |
      | Financial return            | [High/Medium/Low] | [Weight] | [Score] |
      | Past performance impact     | [High/Medium/Low] | [Weight] | [Score] |
      | Customer relationship value | [High/Medium/Low] | [Weight] | [Score] |
      | Capability development      | [High/Medium/Low] | [Weight] | [Score] |

      **Total Score**: [Score]

      ### Risk Assessment

      | Risk     | Probability       | Impact            | Mitigation   |
      | -------- | ----------------- | ----------------- | ------------ |
      | [Risk 1] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation] |
      | [Risk 2] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation] |
      | [Risk 3] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation] |
      | [Risk 4] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation] |
      | [Risk 5] | [High/Medium/Low] | [High/Medium/Low] | [Mitigation] |
    elicit: true

  - id: recommendation_next_steps
    title: Recommendation and Next Steps
    instruction: |
      ### Bid Recommendation

      **Recommendation**: [Pursue / Pursue with conditions / Do not pursue]

      **Rationale**:
      [2-3 paragraphs explaining the rationale for the recommendation]

      **Conditions** (if applicable):

      - [Condition 1]
      - [Condition 2]
      - [Condition 3]

      ### Next Steps

      | Action     | Owner   | Due Date | Priority          |
      | ---------- | ------- | -------- | ----------------- |
      | [Action 1] | [Owner] | [Date]   | [High/Medium/Low] |
      | [Action 2] | [Owner] | [Date]   | [High/Medium/Low] |
      | [Action 3] | [Owner] | [Date]   | [High/Medium/Low] |
      | [Action 4] | [Owner] | [Date]   | [High/Medium/Low] |
      | [Action 5] | [Owner] | [Date]   | [High/Medium/Low] |
    elicit: true

  - id: best_practices
    title: Opportunity Summary Best Practices
    instruction: |
      - **Comprehensive Coverage**: Ensure all key RFQ elements are captured
      - **Strategic Focus**: Emphasize strategic implications over tactical details
      - **Objective Assessment**: Provide honest assessment of strengths and weaknesses
      - **Evidence-Based**: Support all claims and assessments with specific evidence
      - **Customer Perspective**: Consider the opportunity from the customer's viewpoint
      - **Competitive Awareness**: Demonstrate understanding of competitive landscape
      - **Risk Transparency**: Be transparent about risks and challenges
      - **Clear Recommendation**: Provide clear, actionable recommendation
      - **Executive-Ready**: Format for quick review by executive decision-makers
      - **Forward-Looking**: Include clear next steps and action items