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Tracking Teaming and Competition

Track your own team (prime contractors and subcontractors), as well as your competition

Written by Josh Chua
Updated over a month ago

NextStage allows you to track your internal team, subcontractors, incumbents, and competitors within each Opportunity. This provides visibility into the overall competitive landscape and helps capture teams manage teaming strategy, partner relationships, and positioning throughout the capture lifecycle.

By maintaining accurate teaming information, you can:

  • Track your organization as the Prime contractor

  • Add and manage subcontractors

  • Identify incumbent contractors

  • Monitor competitor primes and subcontractors

  • Track teaming agreements and NDA status

  • Understand overall team composition and positioning

This information is also available in the Updates tab, where the Teaming Summary table provides a high-level overview of all teams associated with the Opportunity.


Adding a Team

To add a team:

  1. Navigate to the Opportunity

  2. Select the Team tab

  3. Click the Add a team button

This will open a menu where you can enter initial team details, including:

  • Organization name

  • Role (Prime, Subcontractor, Competitor Prime, Competitor Sub)

  • Incumbent status

  • NDA status

  • Teaming agreement status

Once saved, the team will appear in the Team table for that Opportunity.

Adding teams allows you to define your capture position and track competitors early in the capture process.


Editing a Team Member

To edit an existing team or team member:

  1. Locate the team in the Team table

  2. Click the Edit (pencil) icon under the Actions column

  3. Modify the desired attributes inline

You can update information such as:

  • Organization name

  • Role designation

  • Contacts

  • Workshare percentage

  • NDA or teaming agreement status

  • Incumbent designation

  1. Click the Checkmark icon under the Actions column to save your changes

Keeping this information current ensures accurate visibility into your teaming strategy and competitive positioning.


Adding Subcontractors to a Team

To add subcontractors:

  1. Locate the Prime contractor team

  2. Click the "+" icon under the Actions column

  3. Select an existing organization or create a new organization

  4. Assign the subcontractor role and relevant attributes

This allows you to build out your full team structure and clearly define relationships between Prime and Subcontractor organizations.

You can add multiple subcontractors to a single Prime team.


Removing a Team or Team Member

To remove a team or team member:

  1. Locate the organization in the Team table

  2. Click the Trash icon under the Actions column

You can remove:

  • Individual subcontractors

  • Competitor organizations

  • Entire teams

Removing outdated or incorrect team information helps ensure your competitive analysis remains accurate.


Best Practices

It is recommended to maintain teaming information throughout the capture lifecycle. This helps support capture planning, competitive analysis, and leadership reviews.

Use this section to:

  • Track incumbents and likely bidders

  • Identify and manage subcontractors

  • Monitor competitor teaming strategies

  • Maintain NDA and teaming agreement status

  • Support capture reviews and bid/no-bid decisions

Maintaining accurate teaming data ensures your capture team has a complete view of the competitive environment and is positioned for informed decision-making.

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