Getting Top-Notch Responses To Your Digital RFP

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Getting Top-Notch Responses To Your Digital RFP

  1. 1. #NERDERYWEBINAR NERDERY WEBINAR GETTING TOP-NOTCH RESPONSES TO YOUR DIGITAL RFP
  2. 2. #NERDERYWEBINAR WHAT IS AN RFP?
  3. 3. #NERDERYWEBINAR REQUEST FOR PROPOSAL [RFP]
  4. 4. #NERDERYWEBINAR RFPS BY THE NUMBERS HOURS PER WRITTEN RESPONSE LONGEST RESPONSE 85 PAGESINVESTMENT 
 PER RESPONSE AVG. CLOSE RATE <5% ANNUAL RESPONSE RATE 1150150OUT OF
  5. 5. #NERDERYWEBINAR DEATH BY ACRONYM
  6. 6. #NERDERYWEBINAR COMMON TERMS REQUEST FOR INFORMATION RFI REQUEST FOR QUALIFICATIONS (AND QUOTATIONS) RFQ(Q) REQUEST FOR PROPOSAL FORMAL (SEALED, STRICT Q&A) INFORMAL (OPEN, CLIENT CONTACT) RFP INVITATIONS FOR/TO BID IF/TB BEST AND 
 FINAL OFFER BAFORFB REQUEST 
 FOR BID
  7. 7. #NERDERYWEBINAR WHEN TO USE AN RFP
  8. 8. #NERDERYWEBINAR DIGITAL RFP LIFECYCLE Identify a 
 Business Need Consensus on the Need (Features and Requirements) Document the technology request in relation to business goals Write and submit 
 a Request for Proposal
  9. 9. #NERDERYWEBINAR Review and Rate RFP Responses Award the Project Kickoff and Discovery with Vendor Begin Development Scope of Work Q&A and 
 Vendor Interviews DIGITAL RFP LIFECYCLE
  10. 10. #NERDERYWEBINAR SIGNS OF A FAILED RFP
  11. 11. #NERDERYWEBINAR RED FLAGS WIDE PRICE RANGES WIDE VARIETY OF 
 TECHNICAL SOLUTIONS LOW PARTICIPATION
  12. 12. #NERDERYWEBINAR RED FLAGS AMBIGUOUS RESPONSES POST RFP: INABILITY TO REACH CONSENSUS MAJOR GAPS OR QUESTIONS UNCOVERED
  13. 13. #NERDERYWEBINAR PARTS OF A TYPICAL RFP
  14. 14. #NERDERYWEBINAR RFP INTRODUCTION Organization Background (1 page or less) Problems vs. Solutions Project Background (context on problem)
  15. 15. #NERDERYWEBINAR RFP SCHEDULE AND DEADLINES ¼ Schedule ¼ Q&A Deadline ¼ Submission Deadline and Format ¼ Internal Review Dates ¼ Presentation Dates ¼ Desired Project Timeline ¼ **Key deadline drivers
  16. 16. #NERDERYWEBINAR RFP SELECTION CRITERION
  17. 17. #NERDERYWEBINAR EXAMPLE SELECTION CRITERIA 1. Experience and qualifications 35% 2. Proposed process 25% 3. Work plan 10% 4. Budget 30% TIME FEATURES COST
  18. 18. #NERDERYWEBINAR VENDOR QUALIFICATIONS StaffReferences Experience Case Studies
  19. 19. #NERDERYWEBINAR TECHNOLOGICAL CONSTRAINTS
  20. 20. #NERDERYWEBINAR AUDIENCES, 
 USES CASES, &
 WORKFLOWS
  21. 21. #NERDERYWEBINAR INTEGRATIONS 
 & 3RD PARTY SERVICES
  22. 22. #NERDERYWEBINAR FEATURES & FUNCTIONALITY
  23. 23. #NERDERYWEBINAR FEATURE DESCRIPTION YesNo ¼ Share text content to Facebook ¼ Twitter ticker along the sidebar ¼ RSS feeds for news updates ¼ Embedded video using Vimeo ¼ Social Media Integration
  24. 24. #NERDERYWEBINAR REQUIRED DELIVERABLE
  25. 25. #NERDERYWEBINAR ASSUMPTIONS
  26. 26. #NERDERYWEBINAR PROMOTING BETTER RESPONSES
  27. 27. #NERDERYWEBINAR KEYS TO RFP ACCURACY DISCLOSE A BUDGET RANGE SPECIFIC TECH 
 OR HOSTING REQUIREMENTS PRIORITIZE REQUIREMENTS 
 (CRITICAL, 
 NEEDS, WANTS)
  28. 28. #NERDERYWEBINAR DON’T EXPECT SPEC WORK DOWNPLAY INDUSTRY SPECIFIC EXPERIENCE DISCLOSE IF THERE IS AN INCUMBENT GETTING BETTER RESPONSES
  29. 29. #NERDERYWEBINAR REDUCING PROJECT RISK
  30. 30. #NERDERYWEBINAR AVOID EMPTY DESCRIPTIONS Visually Pleasing Easy to Navigate UNIQUE AND FORWARD-THINKING Safe and Secure Quick to Load and operate EASY TO TRANSFORM BACKGROUND Innovative Web Design AND Etc... Convey a sense of place Comprehensive interface EDGY CONTENT Reaching Target Demographics (without providing this data)
  31. 31. #NERDERYWEBINAR WHEN NOT TO USE AN RFP ¼ Estimating cost for a project that has not been defined and requires discovery ¼ Estimating cost for a project that has unknown technical requirements and 
 third-party integrations ¼ Scoping and defining a project ¼ Setting a project budget ¼ Time sensitive projects
  32. 32. #NERDERYWEBINAR THE RFP PRE-FLIGHT CHECKLIST
  33. 33. YES NO WOULD YOU LIKE SOMEONE 
 TO TAKE THAT ON? DO YOU FULLY UNDERSTAND YOUR PROJECT GOALS, CONSTRAINTS AND FUNCTIONAL REQUIREMENTS? SHOULD I USE AN RFP?
  34. 34. YES NO REVISE AND CLARIFY YES ARE YOU PREPARED TO ADMINISTER THE RFP PROCESS AND RESPONSES? STEP 1
  35. 35. NO REVISE AND CLARIFY YES CAN YOU DETAIL YOUR BACK-END ARCHITECTURE AND SYSTEM INTEGRATIONS? STEP 2
  36. 36. NO REVISE AND CLARIFY YES ARE YOU ABLE TO REVIEW, EDIT, AND CREATE NEW AND EXISTING CONTENT? STEP 3
  37. 37. NO REVISE AND CLARIFY YES ARE ALL THE KEY STAKEHOLDERS AWARE OF AND INVESTED IN THE PROJECT? STEP 4
  38. 38. NO REVISE AND CLARIFY YES DO YOU HAVE A CONFIRMED BUDGET – OR BUDGET RANGE – DEFINED? STEP 5
  39. 39. GREAT YOU’RE READY TO WRITE YOUR RFP!
  40. 40. #NERDERYWEBINAR WHAT YOU CAN DO NOW
  41. 41. #NERDERYWEBINAR USE US TO ASK QUESTIONS AND ESTIMATE A BALLPARK COST PAY FOR CONSULTING GATHER REQUIREMENTS USE US TO DEVELOP THE RFP ASSETS BE PREPARED

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