HOW TO: Run An Effective RFP

Kara Trivunovic  – email strategist extraordinare — gave a great presentation at today’s MarketingSherpa Email Summit in Miami.  The subject: how to run an effective RFP when choosing an Email Service Provider.

After the jump,  her Top Ten list of things to keep in mind:

10.  Know your organizational strengths and limitations;

9.  Get the IT department and your code monkeys to give their input toward the RFP;

8.  Define why you’re looking for a new solution in the first place;

7.  When writing the RFP, ask open-ended questions (‘how’ and what’) rather leading ( ‘can you’ and ‘do you’) questions: make them explain;

6.  Set reasonable expectations: the RFP process typically takes between two and three months. (NB: We can run your RFP process to completion in three weeks);

5.  Thin out the crowd through external research: try to pick only a few likely vendors instead of 2 dozen ESPs across the board;

4.  Be transparent with both vendors and internal staff;

3.  Analyze the quality of the responses;

2.  Share feedback with all participants, the vendor who won the business and why they won, and those that didn’t and why they didn’t;

1.  Learn from the process: you’ll be doing another RFP some time in future!

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One Response to “HOW TO: Run An Effective RFP”

  1. The Whitelist » Blog Archive » Our Latest White Paper: Cooler Than Fonzie ? Says:

    [...] HOWTO: Run An Effective RFP [...]

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