RFP Workshop

The Request for Proposal phase is a key part of IT system development and infrastructure projects. This is the phase in which the organization must select the most appropriate provider for developing or implementing the required project.

The objective of the workshop is to educate and guide RFP writers, project managers, and providers on the process of selecting providers, from the characterization phase to the engagement phase between client and provider. This includes quality assurance activities and ensuring the quality of the process and the outcome.

Workshop duration: one day

Target audience: project managers, RFP and tender writers, procurement professionals, providers that respond to tenders and RFPs, legal counsel involved in procurement and tender processes.

The workshop follows the following agenda:

• An introduction and general explanation,
• preparation of specifications for proposals,
• logistics of the RFP,
• the internal evaluation document (IED),
• the provider conference,
• contracts and engagement,
• preparation of proposals by providers,
• evaluation of proposals by providers and selecting a provider,
• the Tenders Law, tender issues, and
• practice session on writing requests for proposal and internal evaluation documents and selecting a proposal.

Prerequisite knowledge: acquaintance with MethodA (recommended)

It is possible and very desirable to write quality responses! The goal of the this workshop is to education and guide the professionals who respond to tenders, on how they can improve and streamline the process of responding to tenders, and most importantly, how they can improve their chances of winning.

Workshop duration: half day

Target audience: Providers who respond to tenders, project managers, procurement professionals, marketing professionals, legal counsel involved in procurement and tender processes.

The workshop follows the following agenda:

• An introduction and the Tender Law,
• the process of submitting a request for proposals,
  • preparation of the specifications,
  • preparation of the Proposal Evaluation Methodology (PEM),
  • questions and answers,
  • the provider conference,
  • evaluation of proposals,
• The response process and methods for increasing the chances of success,
  • identifying opportunities,
  • receiving the tender and overall evaluation,
  • Go/No go,
  • detailed evaluation,
  • preparation of the proposal,
  • submission of the proposal,
• after winning the proposal – summary of all commitments, gathering information, and preparation of the SOW,
• improving the infrastructure for tenders,
• tips, recommendations, and best practices, and
• presentation of case studies and examples.

Participants will receive a “Smart” Excel file for the evaluation of the proposals