Drive Successful Sourcing Outcomes With a Robust RFP Process

Leverage your vendor sourcing process to get better results.

Onsite Workshop

Many clients experience frustration and challenges for performing RFPs due to the lack of templates, tools, and resources.

  • No formal sourcing process
  • No templates or tool to guide the process
  • Long sourcing durations
  • Inconsistent or confusing evaluation process

Upon completion of this blueprint, the client will achieve a best in class repeatable process with a robust set of templates and tools to obtain the best value with the appropriate risk from their vendor community.

  • Effective process
  • Solid template and tools
  • Maintaining negotiation leverage
  • Vendor Management success
  • Fair and efficient evaluation governance

Module 1: Foundation for Creating Requirements

The Purpose

Problem Identification

Key Benefits Achieved

Current process mapped and requirements template configured

Activities: Outputs:
1.1 Overview and level-setting
  • Map Your Process With Gap Identification
  • Requirements Template
1.2 Identify needs and drivers
  • Map Your Process With Gap Identification
  • Requirements Template
1.3 Define and prioritize requirements
  • Map Your Process With Gap Identification
  • Requirements Template
1.4 Gain business authorization and ensure internal alignment
  • Map Your Process With Gap Identification
  • Requirements Template

Module 2: Creating a Sourcing Process

The Purpose

Define Success Target

Key Benefits Achieved

Baseline RFP and evaluation templates

Activities: Outputs:
2.1 Create and issue RFP
  • RFP Calendar Tool
2.2 Evaluate responses/proposals and negotiate the agreement
  • RFP Evaluation Guidebook
2.3 Purchase goods and services
  • RFP Respondent Evaluation Tool

Module 3: Configure Templates

The Purpose

Configure Templates

Key Benefits Achieved

Configured Templates

Activities: Outputs:
3.1 Assess and measure
  • Long-Form RFP Template
3.2 Review templates
  • Short-Form RFP Template
  • Excel-Based RFP Template

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