The objective of an RFP (Request for Proposal) is simple: to partner with the best vendors and reach your objectives. But this process can get complicated sometimes, especially if you’re not organized.
That’s why we designed a board template for the RFP process.
Some Tips for Writing a Great RFP
A great RFP makes it easier for everyone involved in the process. Specific and detailed requirements from you equal a more relevant proposal from the vendor. Before we jump into the template, first, let’s talk about how to write a great RFP.
- Include all internal stakeholders. When drafting the RFP, make sure that every internal stakeholder gets a say in it. Give them some time to review the document and ask for their feedback. This step will help shape your RFP to be a great one.
- Be specific. When writing the requirements, be as specific as you can. Describe your needs in detail. This will help the vendors to understand what you want better and submit a relevant proposal.
- Know what your must-haves are. Every vendor has their own strengths and weaknesses. By defining your must-haves and what you’re willing to give up in the RFP, it will be easier for you and the vendors to set expectations.
What is an RFP Process Template?
Now that we’ve presented the tips, let’s see what the RFP Process Template can do for you. An RFP Preparation Template is a template you can use to prepare an RFP (Request for Proposal) in search of the best vendor available on the market.
This board template will allow you to follow a simple RFP process, ensuring you don’t forget any important part of an RFP. Having a Kanban board for your RFP also means you can visualize your process for every key stakeholder.
What is included in the RFP Process Template?
If you use this board template, you’ll get:
- Five columns for each part of the process: Project Planning, Drafting, Issuing, Reviewing the Proposals, and Awarding the Contract.
- Explicit agreements in each column, explaining what you should do step-by-step.
- A card template for you with a checklist in it, to make things easier to draft the RFP document.
- Two labels: RFP and Vendor.
- A voting system for an easier vendor selection process.
How to use the template
- Start your Free Trial, then build a new board from the RFP Preparation Template.
- The five columns are already there to guide you through the process, so the only thing left to do is to transform your RFP into cards.
- Then, flow your cards through the columns by following the explicit agreements.
- When you reach the Reviewing the Proposals column, create cards for every vendor so that you can use the voting system.
- Lastly, celebrate when you find the best vendor for your project.
Start saving time and mastering your RFP process with our template!
