Writing an RFP and Selecting a Vendor

Conference Archive

Learning Solutions Conference & Expo 2012 - March 21, 2012

Marc Rosenberg

Marc Rosenberg and Associates

The challenge for all learning leaders and practitioners is how to create a solid, consistent, and precisely-targeted-to-the-need-at-hand RFP process. You are likely to work with your procurement or purchasing department, as well as folks in I.T., H.R., finance, legal, and other areas of the business. Developing a sound RFP is not rocket science, but it does require a systematic understanding of your problem, a clear articulation of your needs and requirements, and a well-defined set of steps that result in a document that clearly reflects your needs, assumptions, constraints, and criteria. It also requires a good business writing style and some internal political savvy.

In this session, participants will learn the basics of writing a strong RFP: what to include and what to leave out, what to do before writing the RFP and what to do once you send it out, how to decide which vendors should receive the RFP, and how to select the right vendor to win the work. You’ll learn RFP “dos” and “don’ts” (key mistakes), and see examples of RFP components.

In this session, you will learn:

  • The difference between Requests for Information (RFI) and Requests for Proposal (RFP)
  • The key components of a well-developed RFP
  • The benefits of conducting a “requirements analysis” prior to creating the RFP
  • How to avoid the key mistakes most often made in developing an RFP
  • Ways to manage vendors during and after the RFP process

Audience: Managers, project managers, and those who have to write or review RFPs or RFIs.


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