Download Your Free Portfolio of Evidence (POE) Template – Customisable for Any Business

Download Your Free Portfolio of Evidence (POE) Template – Customisable for Any Business

A strong Portfolio of Evidence (POE) is one of the most valuable tools a business can have when applying for tenders, securing funding, or proving past performance. But many SMEs struggle to create one from scratch.

To make it easier, we’ve put together a free, fully editable POE spreadsheet template — complete with example entries — that any business can download, customise, and use immediately.

Why This Free POE Template Is Valuable

Whether you're applying for a government tender, submitting a proposal, or showcasing your track record to new clients, this template helps you:

  • Present your past projects in a clear, professional format

  • Showcase measurable results and references

  • Demonstrate credibility and capacity

  • Align with tender and procurement documentation standards

  • Save hours of preparation time

The template includes easy-to-use fields such as:

  • Project / Campaign Name

  • Client Name

  • Sector / Industry

  • Period (From – To)

  • Contract Value (R)

  • Scope of Work Delivered

  • Measurable Outcomes

  • Supporting Documents

  • Client Contact Person & Details

  • Verification Notes

  • Internal Comments

It also includes example entries to guide you (manufacturing, retail, professional services, etc.), making it simple to adapt for any industry.

Who Should Download This?

This free POE template is ideal for:

✔ Small and medium enterprises (SMEs)
✔ Consultants and service providers
✔ Construction and engineering companies
✔ Digital agencies
✔ HR, finance, and compliance consultants
✔ Start-ups needing professional documentation
✔ Businesses preparing for tenders and RFQs

Info

Ready to Use. Easy to Customise. Completely Free.

Click below to download your free, generic POE spreadsheet and start building a professional portfolio that strengthens your proposals, tenders, and funding applications.

👉 Download the Free POE Template (Excel/Google Sheets)

If you need a customised, tender-ready POE, we can prepare a professionally branded version tailored to your business, contact our branding service.



    • Related Articles

    • DOWNLOAD CASH FLOW PROJECTIONS TEMPLATE

      Construction Grab your free Cash Flow Projection template today! Whether you're in construction, manufacturing, or services, this essential document is a must-have for impressing funders and securing your project's success. Download it now and take ...