What are some of the dos and don’ts in the RFP process?


What are some of the dos and don’ts in the RFP process?

Need help with your RFP process? Director of Business Development Josh Hyatt provides some must-know info.


Complete transcript: “Hello, I’m Josh Hyatt director of business development for Plus Relocation here to answer the question, ‘What are some dos and don’ts of the RFP process?’  The request for proposal process can sometimes be confusing and overwhelming.  So here are some of my tips and tricks to make it a little more organized, enjoyable, and successful.

First, let’s look at some of the dos. One, do get various sample RFPs to create your own RFP from.  Try to pick the questions that are most meaningful to your organization and try to limit your questions to fifty total.  Two, preselect invitees to limit confusion and overlap.  Three, ensure your scope is clearly defined.  Four, carefully construct your pricing sheet and questions to make sure you cover your entire scope.  Five, ask very specific questions about your program, pain points and scope.  Avoid generic questions. Six, allow adequate space to respond to questions.  For example, when asking to describe an entire process, allow for adequate word count to get a full explanation to your question.

And here are some don’ts.  One, don’t send out a generic RFP without tailoring it to your specific situation.  Call it down to what you are really interested in.  More questions will not necessarily make your decision easier and will take longer for you to evaluate.  Two, don’t ask the same question six different ways.  It confuses respondents and makes more work for you.  Three, don’t use a generic pricing sheet.  Use one that is tailored to your needs.  And four, don’t limit the Q & A period to only one chance to submit questions.  RMCs are going to have follow-up questions to your answers.

Consider these dos and don’ts before going out to bid and you’ll be on the road to a successful RFP.”

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