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Your company has decided to invest in a new brand, website or other critical creative project. Your first step is to write a Request for Proposal (RFP) to vet out the right providers, right? Maybe not . . .
Citation preview
Perspectives
Ditching the RFP When You Hire a Creative Firm
fathom.netBy: Louisa Desson
ISSUE
01
If you are interested in hiring a creative firm,
you might think the best way to compare apples
to apples is to start with sending out a Request for
a Proposal. While RFPs can be a timesaving way
to get competitive bids for your latest initiative, there
are a number of limitations when they involve
creative work. We’ll outline them here and then we’ll
propose a different strategy for getting a tailored
proposal that is right for your organization.
... ISSUE
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overview
PerspectivesDitching the RFP When You Hire a Creative Firm
You’ll get exactly what you asked for.Who said that was a bad thing, you ask? Well,
when you are putting out an RFP and there’s
limited room for questions and answers, you’re
likely to get proposals that address every item
you requested, regardless of how important it
was to you. The result can be a proposal that
disproportionately gives weight to items that
you included simply because you thought they
should be there, not because they are of critical
importance to the project.
For example, we’ve seen RFPs that call for web-
sites to function in every web browser, a techni-
cal feat that – given the rapid obsolescence of
browsers – is both prohibitively expensive and
unnecessary. To meet that requirement and re-
main under consideration for your project, you
may end up with a proposal that doesn’t include
other creative suggestions for what your project
could be – there’s simply no room for them.
You’ve gotten what you asked for, but not the
benefit of imagining what your project could be.
RFPs force everyone to pretend they know exactly how the project will unfold. Many times, we’ve seen RFPs for specific projects
that request estimating, down to the hour, how
long certain elements will take. While that may
be a suitable way to proceed for say, following a
blueprint and constructing a building to exacting
specifications, creative projects, by nature, often
don’t function that way.
The honest answer is that we don’t know yet. Not
until we sit down together and figure out what the
project is and how we can work together to best
tell your story can we begin to envision how long it
will take to make it happen. But if you lock us in to
filling out an Excel spreadsheet, we may be clos-
ing the doors to the potential to create something
unexpectedly brilliant.
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limitations
ISSUE
01PerspectivesDitching the RFP When You Hire a Creative Firm
It’s not a great way to get to know the creative firm. Many RFPs ask for bios and résumés for the
project team, but that doesn’t really convey a
sense of the culture and the fit that you would
have with the firm. That understanding truly
starts with a conversation, in which you can de-
termine how you would find the experience of
working with the firm and what would be your
dedicated team. Conversations lead to partner-
ships, RFPs lead to vendor-client relationships
where you’re likely to get what you asked for,
and not much more.
In the best relationships with creative firms, your
work together is not just the creative solution
that appears on the screen or on the page for
the world to see. It’s the creative thinking and
the logic for those decisions that distinctly posi-
tions you apart from the competition and that
serves as a strategic framework for your future
marketing initiatives.
RFPs make it very difficult to measure the kinds
of insights and creative thinking that you would
get from the creative firm. That’s because RFPs
typically don’t reward that kind of thinking and
the renegade creative firm might get thrown
in a discard pile for not answering all of your
questions.
The RFP is focused on the “answer” way too soon.Responding to RFPs, by their rigid nature and
formulaic structure, is diametrically opposed
to how most creative firms like to work. That’s
because RFPs start with the answer – the type
of project that the client requests a proposal to
create. There’s no discussing which business goals
made such a project necessary and whether the
proposed project approach is the best way
to achieve them.
Sure, no one knows your company or your in-
dustry better than you do, but the creative firm’s
expertise lies in mastering the medium to get your
message across. We might have some valuable
insight on how to go about doing that – maybe
even more cost-effectively than you thought – but
it can’t be conveyed in an RFP.
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limitations
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01PerspectivesDitching the RFP When You Hire a Creative Firm
Lowest bid wins? Determining a scope of work for a creative project
– whether it’s designing a new website, creating a
social media strategy, or rebranding the organiza-
tion – is very different from the more black-and-
white procurement exercises many clients go
through in their daily routines.
If you are choosing an enterprise-wide CRM, for
example, you can evaluate the features and ben-
efits from a handful of providers who offer similar
services. The one that is the best match at the best
price wins.
Not so with the best creative firms, where there
is no off-the-shelf, prepackaged solution for you
to evaluate. You don’t want a brand strategy or
a website designed like the client’s before you –
you want something unique to your organization,
based on what will really make a tangible differ-
ence in how you can do business.
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limitations
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01PerspectivesDitching the RFP When You Hire a Creative Firm
What’s the alternative?
There are so many intangibles involved in work-
ing with a creative firm. At Fathom, we’ve been
responding to RFPs for over a decade, though
we’ve found that we’re answering fewer and fewer
of them today, precisely because they don’t allow
us to work with clients in the way that we think is
the most effective.
And those that we do end up working on that
started as RFPs? The end result often bears very
limited resemblance to how it started out.
So, how do you proceed if you want to get
a number of competitive proposals that allow
you to compare multiple creative firms?
Here are some suggestions:
Narrow your list down to 3-5 firms.
Contact each of them and schedule some time to
discuss your project. You’ll get a chance to meet
key people from the creative firm, and, chances
are, refine your goals for the project.
There should be no cost for these conversations.
It’s a chance for both sides to get to know each
other and determine if there’s a good fit. At the
very least, you will be prepared to prepare a more
knowledgeable RFP.
Instead of an RFP, send out a description of your challenge.
Invite creative firms to propose the most effective
way to go about solving your business challenge,
whether it’s rebranding your organization or
developing a global web presence. From here, you
can refine your project description and invite one
or two firms for a more in-depth conversation.
If you must start with an RFP, invite the finalists for an in-person meeting.
You will get a sense of how the creative firms think
and you may get some novel ideas for how you
will ultimately choose to proceed. It’s a much bet-
ter way to get to know the firm and to see if you
can work well together.
alternative strategy
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01PerspectivesDitching the RFP When You Hire a Creative Firm
thank you
Thank you for taking the time to read
this Perspective. All of us at Fathom would welcome
the chance to talk with you more about how to
select a creative firm. Having the right fit and
creating the space where real change can take place
is close to all of our hearts.
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01PerspectivesDitching the RFP When You Hire a Creative Firm
About FathomCreating an authentic future that is compelling to
others is essential for unlocking an organization’s
potential. Fathom’s insight and expertise in brand
development broadens the vision of what an orga-
nization can be, moving its business and its people
forward.
Regional, national and global organizations rely
on Fathom to align internal and external concepts,
perceptions and expectations. The result of our
client partnerships is real, lasting change.
Our capabilities include organization-wide vision
work and leadership development, strategic con-
sulting for brand, marketing and technology initia-
tives, and creative direction and execution. Clients
include Newman’s Own Foundation, Kaman
Corporation, Covidien, Jacobs Vehicle Systems,
Junior Achievement of Southwest New England
and Center for Leadership Studies. Learn more at:
www.fathom.net.
About The AuthorWith a Master’s from Stanford University,
Louisa’s reporter’s intuition-plus her academic’s
thoroughness-never steers her (or us) wrong.
We depend on Louisa for insight, dedication
and, most of all, a true commitment to best rep-
resenting the enormous variety of clients with
whom we work. Exposure to such a divergent
group of organizations has transformed Louisa’s
love of learning into a daily happening, be it
to enhance her meticulous planning skills or
improve her expertise in the ever-evolving world
of SEO and online marketing.
Louisa DessonDirector of Strategy and Content Marketing
about
PerspectivesDitching the RFP When You Hire a Creative Firm
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