1. HOW TO GENERATE A
COMPREHENSIVE "REQUEST
FOR PROPOSAL" FOR
SOCIAL MEDIA
CONSULTANCY
Andrew Chow (andrew@ideamart.com.sg)

2. Request for Proposal
 Company Information
 Statement of Work
 Proposal Submission Procedure
 Scope of work and Business requirement
 Vendor information
 Estimated Budget & Resources Allocation

3. Company Information
 Corporate Overview
 Your organization including company size, locations,
number of system users, current Social Media efforts
 Capabilities, stakeholders, marketing & customer
service plans,
 Business goals your are looking to achieve

4. COMPANY INFORMATION

5. Company Information
 Technology Environment
 Your technology environment including: LAN diagram,
telephony system, server operating system, desktop
operating system, programming languages, web-
architecture, applications, etc.

6. STATEMENT OF WORK

7. Statement of Work
 Purpose
 Social Media Program (development/implementation
 Business requirement
 Scope
 How each department that will be using Social Media.
 Explicitly state what is not in scope.
 If you are planning on a phased approach, provide a
summary or bulleted list of what each phase will look
like from your perspective.

8. Statement of Work
 Project Schedule
Project Milestone Dateline
RFP Delivered to Vendors February 1, 2010
RFP Question Period Ends February 15, 2010
RFP Close Date March 1, 2010
Conduct Evaluations April 1, 2010
Award Contract to Vendor May 1, 2010

9. PROPOSAL SUBMISSION
PROCEDURE

10. Proposal Submission Procedure
 Vendor RFP Reception
 “Byresponding to this RFP, the vendor agrees to be
responsible for fully understanding the requirements or
other details of the RFP, and will ask any questions to
ensure such understanding is gained. [Insert your
company name] retains the right to disqualify vendors
who do not demonstrate a clear understanding of our
needs. Furthermore, the right to disqualify a vendor
extends past the contract award period and [insert your
company name] will be at no fault, cost, or liability.”

11. Proposal Submission Procedure
 Good Faith Statement
 “All information provided by [insert your company
name] is offered in good faith. Specific items are
subject to change at anytime based on business
circumstances. [Insert your company name] does not
guarantee that any particular item is without error.
[Insert your company name] will not be held responsible
or liable for use of this information or for any claims
asserted there from.”

12. Proposal submission Procedure
 Communication & Proposal Submission Guidelines

13. Proposal Submission Procedure
 Evaluation criteria
 Profileof Project Team
 Past portfolio
 Official recommendation
 Live project

14. Proposal Submission Procedure
 Short-list Selection

15. SCOPE OF WORK &
BUSINESS REQUIREMENTS
This section will provide a categorized list of business requirements, with an associated description for each
requirement.
These requirements will provide the foundation for vendor presentations, discussions, and negotiations

16. Scope of Work & Business
Requirements
 Audit & Evaluation
 Understand Business Goals & Objectives - discussions with Senior
Management to identify business goals & objectives of adopting Social
Media. Develop internal alignment on role of Social Media program
and identify any project risks.
 GAP Analysis (Current Social Media Effort) – workshop with
department leaders to identify areas for improvement or opportunity.
Analyze gaps in workflows to determine where the Social Media
program can drive efficiencies.
 Content Analysis – Evaluation of existing content, identification of new
content needs, and define supportable workflows to create and manage
all content

17. Scope of Work & Business
Requirements
 Recommendations & Planning
 Channel Selection – Review of social media applications
and channels. Provide recommendations for the effective use
of Social Media in the delivery of COMPANY XYZ services
online. Channels can include Twitter, Facebook and YouTube
as well as any other recommendations to enable social
interaction with customers and prospects.
 Develop Business Requirements – based on the audit, work
with key stakeholders to develop requirements for marketing,
sales, customer service, IT, etc.
 Project Roadmap – create detailed implementation plans
and estimate timelines based on requirements gathered.

18. Scope of Work & Business
Requirements
 Implementation & Integration
 System Design – build the Social Media program including dashboards,
reports, process, marketing campaigns, and customer support.
 Information architecture – Design and/or recommend a robust and
scalable Social Media program that integrates into the overall site
framework.
 Guidelines and policies – Create standards and policies that promote
and encourage end user participation in Social Media but limits liability.
 Launch Social Media Program – Implement Social Media project plan.

19. Scope of Work & Business
Requirements
 Training, Monitoring & Measurement
 Training – provide role specific scenario-based training to
end users and administrators.
 Measurement – ensure internal system administrator is fully
comfortable managing systems on a day-to-day basis.
 Improve Adoption - explain how your consulting services
package will ensure that all system users adopt the new
Social Media program.

20. VENDOR INFORMATION

21. Vendor Information
 Corporate Overview – legal name; year of incorporation; number of
employees; income statement if available.
 Products & Services – description of all products & services supplied.
 Markets Served – description of geographic/industry markets & % of
share.
 Partners – list of current business partners and roles in ecosystem.
 Customer References – provide 10 references of customers in our industry.
 Methodology – be sure their methodology is a good fit with your culture.

22. ESTIMATED BUDGET &
RESOURCES ALLOCATION

23. Estimated Budget & Resources
Allocation
 Provide a breakdown of costs related to their Social
Media Consulting and Implementation services. Costs
include, but are not limited to, fixed pricing &
deliverables, billable hours (time & materials based
pricing), travel expenses, etc. Vendor must agree to
keep the quoted pricing in their proposals for a
minimum of 90 days after proposal submission.
 All proposals must include a project schedule & work
breakdown structure, which identifies timelines, key
milestones, project phases, or other project plan
information.

24. THANK YOU
QUESTIONS & ANSWERS
Andrew Chow (andrew@ideamart.com.sg)