Website Redesign:
Are you planning to succeed or
succeeding to fail? It all starts
with your RFP.
Raleigh, NC
May 7, 2014
...
Slide 2
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Building smarter websites since 20...
Slide 3
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Who are you?
Slide 4
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Your experience with RFPs?
•Ready ...
Slide 5
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Overview
•Part 1: Preparation
•Par...
Slide 6
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Part 1: Preparation
IMAGE: WIKI CO...
Slide 7
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Planning for success
•Create a sho...
Slide 8
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Create a short listCreate a short ...
Slide 9
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
How to find your people
•Order tak...
Slide 10
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Know your audienceKnow your audie...
Slide 11
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
What does your audience want?
•In...
Slide 12
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Identify goals:Identify goals:
st...
Slide 13
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
How to identify goals
•What are y...
Slide 14
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Tactics
•Focus on user interactio...
Slide 15
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Define successDefine success
IMAG...
Slide 16
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Imagine the end result
•Be specif...
Slide 17
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Possible metrics
•Page views & vi...
Slide 18
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Tips: Selection
•Clearly define g...
Slide 19
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Define budget rangeDefine budget ...
Slide 20
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
IMAGE: Openphoto.net
Slide 21
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Size of budget affects:
•Technolo...
Slide 22
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Budget factors:
•Do you have a bu...
Slide 23
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Tips: Budgets
•Projects always co...
Slide 24
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
ScheduleSchedule
Slide 25
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
IMAGE: WIKI COMMONS
Slide 26
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Plan time for
•Deployment
•Design...
Slide 27
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Tips: Schedules
•Allow enough tim...
Slide 28
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Part 2: ResourcePart 2: Resource
...
Slide 29
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Your choices
•You
•Staff members
...
Slide 30
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Slide 31
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
You
Pros
•No additional cost
•Rea...
Slide 32
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Staff
Pros
•No additional cost
•R...
Slide 33
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Volunteers/interns
Pros
•Free or ...
Slide 34
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Freelance/individuals
Pros
•Less ...
Slide 35
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Agencies/firms
Pros
•Stability
•T...
Slide 36
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Who runs the project?
Slide 37
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Project management
•Improves effic...
Slide 38
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Tips: Management
•More decision m...
Slide 39
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Slide 40
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
RFP Process
•Writing an RFP
•Sele...
Slide 41
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
IMAGE: WIKI COMMONS
Slide 42
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Vendor information
Without real i...
Slide 43
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Vendors need to know
•Functionali...
Slide 44
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Functionality
•Specific functional...
Slide 45
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Constraints
•Technology requireme...
Slide 46
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Schedule
•Timeline for selection ...
Slide 47
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Budget
•Without a target budget, ...
Slide 48
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Selection criteria
•Price?
•Sched...
Slide 49
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
IMAGE: WIKI COMMONS
Slide 50
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Some questions for vendors
•Sampl...
Slide 51
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Tips: Qualification
•Schedule init...
Slide 52
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Tips: Qualification
•Limit the len...
Slide 53
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Slide 54
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Which ones?
•Ask your peers
•Atte...
Slide 55
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
How many?
•Does your organization...
Slide 56
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Compare vendors
•Review proposals...
Slide 57
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Tips: Selection
•Indicate what ty...
Slide 58
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Tips: Selection
•How many vendors...
Slide 59
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Tips: Selection
•You want to sele...
Slide 60
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
It Doesn’t End HereIt Doesn’t End...
Slide 61
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Conclusion
•Planning is essential...
Slide 62
ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL?
IT ALL STARTS WITH YOUR RFP.
Thanks!
@designhammer
@dh_david
@...
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Website Redesign: Are you planning to succeed or succeeding to fail? It all starts with your RFP.

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Don’t let planning your next website project become a full-time second job. Join us for a fresh look at the planning, RFP writing, and hiring process. We’ll provide a “from the trenches” look at common points of failure and provide tactics for avoiding them through guidelines, tips, case studies, and role-play.

During this session attendees will learn:

how to plan a successful website project
how to prepare an appropriate RFP
how to select appropriate internal resources and/or external vendors

Session Twitter Handle: #DMFBRFP

Published in: Internet, Technology, Business
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Website Redesign: Are you planning to succeed or succeeding to fail? It all starts with your RFP.

  1. 1. Website Redesign: Are you planning to succeed or succeeding to fail? It all starts with your RFP. Raleigh, NC May 7, 2014 #DMFBRFP David Minton & Stephen Pashby, DesignHammer
  2. 2. Slide 2 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Building smarter websites since 2001.
  3. 3. Slide 3 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Who are you?
  4. 4. Slide 4 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Your experience with RFPs? •Ready to do first? •Have done one? •Have done many?
  5. 5. Slide 5 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Overview •Part 1: Preparation •Part 2: Resource allocation •Part 3: RFP elements •Tips & Tricks
  6. 6. Slide 6 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Part 1: Preparation IMAGE: WIKI COMMONS
  7. 7. Slide 7 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Planning for success •Create a short list •Know your audience •Identify goals •Define success •Define budget range •Determine timeframe
  8. 8. Slide 8 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Create a short listCreate a short list IMAGE: WIKI COMMONS
  9. 9. Slide 9 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. How to find your people •Order takers vs. partners •Get referrals •Meet in person •Ask & listen •Consider an RFI •Identify priorities
  10. 10. Slide 10 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Know your audienceKnow your audience IMAGE: WIKI COMMONS
  11. 11. Slide 11 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. What does your audience want? •Internet/tech savvy? •Demographics •What do your users want from you? •Why will they choose you over another business? •What do you want from them?
  12. 12. Slide 12 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Identify goals:Identify goals: strategy vs tacticsstrategy vs tactics IMAGE: WIKI COMMONS
  13. 13. Slide 13 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. How to identify goals •What are your business goals? •What are goals for your website that will support your business goals? •SMART goals •Strategy vs. tactics •Remember ROI
  14. 14. Slide 14 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Tactics •Focus on user interaction •Measureable •Should follow from goals •Remember ROI •Don’t be trendy
  15. 15. Slide 15 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Define successDefine success IMAGE: HUFFINGTON POST
  16. 16. Slide 16 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Imagine the end result •Be specific •Think in terms of supporting your bottom line •How will you measure success? •Minimal viable product, iterative releases
  17. 17. Slide 17 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Possible metrics •Page views & visits •Lead capture •Online orders •Sharing
  18. 18. Slide 18 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Tips: Selection •Clearly define goals •Define metrics for success •Don’t lose sight of users’ needs •Plan for user feedback to influence later development phases
  19. 19. Slide 19 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Define budget rangeDefine budget range
  20. 20. Slide 20 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. IMAGE: Openphoto.net
  21. 21. Slide 21 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Size of budget affects: •Technological approach •Level of customization •Level of integration •Ability to plan for future expansion
  22. 22. Slide 22 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Budget factors: •Do you have a budget? •Total cost of ownership •If not paying cash, opportunity costs •Flexibility of budget/schedule/scope •How you measure success
  23. 23. Slide 23 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Tips: Budgets •Projects always cost more than expected — plan around priority 1 needs. •Indicate who created your current website, as well as the development cost, and annual maintenance.
  24. 24. Slide 24 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. ScheduleSchedule
  25. 25. Slide 25 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. IMAGE: WIKI COMMONS
  26. 26. Slide 26 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Plan time for •Deployment •Design, Development •Planning content/data migration •Selection process •Submission process •Creating your short list
  27. 27. Slide 27 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Tips: Schedules •Allow enough time to review and compare your short list people •If you think you have set aside enough time, you probably haven’t •Projects often take 2x3 times longer than you think they should
  28. 28. Slide 28 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Part 2: ResourcePart 2: Resource AllocationAllocation
  29. 29. Slide 29 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Your choices •You •Staff members •Volunteers/interns •Freelance/individuals •Agencies/firms
  30. 30. Slide 30 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP.
  31. 31. Slide 31 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. You Pros •No additional cost •Readily available Cons •Opportunity cost •Do you have the necessary skills?
  32. 32. Slide 32 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Staff Pros •No additional cost •Readily available Cons •Opportunity cost •Less scalable than freelance or agency
  33. 33. Slide 33 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Volunteers/interns Pros •Free or cheap •Augment internal capabilities Cons •Less stable than freelance or agency •Less scalable than freelance or agency
  34. 34. Slide 34 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Freelance/individuals Pros •Less expensive than agency •Augment internal capabilities Cons •Less stable than agency or firm •Less scalable than agency or firm
  35. 35. Slide 35 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Agencies/firms Pros •Stability •Technical capabilities •Scalability Cons •Most expensive
  36. 36. Slide 36 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Who runs the project?
  37. 37. Slide 37 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Project management •Improves efficiency •Lowers costs •Reduces chance of failure •Improves chance of success
  38. 38. Slide 38 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Tips: Management •More decision makers lead to longer and more expensive projects! •Provide single points of contact for project production workers.
  39. 39. Slide 39 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP.
  40. 40. Slide 40 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. RFP Process •Writing an RFP •Selecting firms to approach •Comparing vendors
  41. 41. Slide 41 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. IMAGE: WIKI COMMONS
  42. 42. Slide 42 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Vendor information Without real information, responses are just a guess.
  43. 43. Slide 43 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Vendors need to know •Functionality •Constraints •Schedule •Budget •Decision making criteria
  44. 44. Slide 44 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Functionality •Specific functionality •Public vs. private content •Third party integration •“Must haves” vs.“Nice to haves”
  45. 45. Slide 45 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Constraints •Technology requirements •Hosting requirements •Security requirements •Organizational requirements
  46. 46. Slide 46 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Schedule •Timeline for selection process •Desired start date •Desired launch date
  47. 47. Slide 47 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Budget •Without a target budget, firms will guess •What is minimum feature set for budget? •If you don’t know your budget, you aren’t ready for an RFP, go for an RFI instead
  48. 48. Slide 48 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Selection criteria •Price? •Schedule? •Technical experience? •Samples of similar work? •Company infrastructure? •Geographic location of vendor?
  49. 49. Slide 49 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. IMAGE: WIKI COMMONS
  50. 50. Slide 50 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Some questions for vendors •Sample of past projects •Minimum/average project budgets •Do you subcontract, if so why? •Design & development philosophy •Technological capabilities •Capacity •References
  51. 51. Slide 51 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Tips: Qualification •Schedule initial calls or meetings to allow both you and the vendors to pre-qualify each other. •If you openly publish your RFP, don’t be surprised by the number of responses you receive.
  52. 52. Slide 52 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Tips: Qualification •Limit the length. Saves you and the vendors significant time and effort. •Ask specific questions to better compare vendors. •Effort required to respond to your RFP should be commensurate with your budget.
  53. 53. Slide 53 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP.
  54. 54. Slide 54 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Which ones? •Ask your peers •Attend conferences (like DMFB) •Do web searches •Review your competitors’ websites
  55. 55. Slide 55 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. How many? •Does your organization have a minimum bidding requirement? •Ideally 3–5 •If really unsure, consider Request for Information (RFI) to narrow number
  56. 56. Slide 56 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Compare vendors •Review proposals with vendors through meetings or calls •Ask for an apples-to-apples comparison if vendor proposals do not line up •Everything is negotiable
  57. 57. Slide 57 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Tips: Selection •Indicate what type of vendor created the current website. •Was the current vendor invited to submit an RFP response? •Why are you seeking a new vendor?
  58. 58. Slide 58 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Tips: Selection •How many vendors have been invited to respond? What types of vendors? •Most professionals will not provide spec work, but you should ask for samples and/or portfolio.
  59. 59. Slide 59 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Tips: Selection •You want to select the vendor most qualified to successfully complete the project, not most qualified to win the account!
  60. 60. Slide 60 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. It Doesn’t End HereIt Doesn’t End Here No website lasts forever.No website lasts forever.
  61. 61. Slide 61 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Conclusion •Planning is essential •Understand the pros and cons of resources •Make the most of RFP process
  62. 62. Slide 62 ARE YOU PLANNING TO SUCCEED OR SUCCEEDING TO FAIL? IT ALL STARTS WITH YOUR RFP. Thanks! @designhammer @dh_david @dh_stephen

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