how to write "request for proposal" for social media projects?
DESCRIPTION
TRANSCRIPT
HOW TO GENERATE A
COMPREHENSIVE "REQUEST
FOR PROPOSAL" FOR
SOCIAL MEDIA
CONSULTANCY
Andrew Chow ([email protected])
Request for Proposal
Company Information
Statement of Work
Proposal Submission Procedure
Scope of work and Business requirement
Vendor information
Estimated Budget & Resources Allocation
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
COMPANY INFORMATION
Company Information
Technology Environment
Your technology environment including: LAN diagram,
telephony system, server operating system, desktop
operating system, programming languages, web-
architecture, applications, etc.
STATEMENT OF WORK
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.
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
PROPOSAL SUBMISSION
PROCEDURE
Proposal Submission Procedure
Vendor RFP Reception
“By responding 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.”
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.”
Proposal submission Procedure
Communication & Proposal Submission Guidelines
Proposal Submission Procedure
Evaluation criteria
Profile of Project Team
Past portfolio
Official recommendation
Live project
Proposal Submission Procedure
Short-list Selection
SCOPE OF WORK &
BUSINESS REQUIREMENTSThis 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
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
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.
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.
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.
VENDOR INFORMATION
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.
ESTIMATED BUDGET &
RESOURCES ALLOCATION
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.
