The RFP Dating Game

THE RFP DATING GAME SEPTEMBER 18, 2014

MARK ROTH

Director of Web Services@sinergi

#RFPDatingGame | www.see3.com

BRIDGETT COLLING

@bridgettcolling

MICHAEL HOFFMAN

@michael_hoffman

http://www.see3.com/

What’s your type?

The Hook UpEnjoys a “meat market”

Relationship Seeker Enjoys talk and exchange of ideas



The Hook Up The Relationship

• Know exactly what you’re looking for, don’t want a lot of talk

• You have confidence & experience with the nature of the work to be performed

• Provider may be more of a commodity to you

• Does not need to be long term relationship

• Need someone to lead and advise you on yourjourney

• Know what your type is, not sure where to find that special someone

• Seeking a long-term project partner

• Determined by good working relationship and capabilities



RFP or RFI or RFQ or WTF?

Image Credit: kellyprojectsolutions.com#RFPDatingGame | www.see3.com


The Hook Up

● Can clearly describe what they want

● Knows how they want it done● Prefers transactional process &

matchmaking



Relationship Seeker


Image source:www.someecards.com


The amount of forethought & effort you put into the process will greatly affect

the quality & ease of the process & the final product



Checklist: Preparation

❑ Get your organization organized❑ Define qualities of a good partner❑ Do some research to discover potential

matches•Learn as much as you can about the nature of the work needed

•Attend webinars & conferences, read blogs

•Discuss with peers & colleagues

❑ Define what success looks like❑ If you are unclear, get help!❑ Create an RFI and circulate to potentials



SHAKESPEARE

to thine own selfbe true



Checklist: Ideal Match

❑ What’s their staff size? ❑ Years in business?❑ Who are the people that will actually work on

your project (vs Executive Team bios)?❑ Do they provide project management? ❑ How many projects do they typically handle

at any one time? ❑ What’s your typical project budget? ❑ Recent projects and details on role in each



IF NOT, GET HELP!

Do you know what you’re doing?



❑ Are they professional or causal in communications?

❑ Do they respond promptly? ❑ Do they do what they say they’re going to do

when they say they are going to?❑ Are you talking to the person who’s actually

going to work on your project?❑ Do they have references you can speak to?

#RFPDatingGame

DEVELOPTRUST

EXAMPLE 1: let’s get together

#RFPDatingGame

See3 recently teamed up with one of our clients to collaborate on an RFP for a communications strategy.

We did this after working with them on a website and videos, giving us a better understanding of the client’s

needs and the client an opportunity to develop trust in us.

EXAMPLE 2 : love the one you’re with

#RFPDatingGame

One of our favorite projects is ELI talks. Our client AVI CHAI knew us from working on web, video and strategy projects

in the past, and knew we had the skills to get the job done.

By building the project and partnership from an existing good relationship, we were able to work together easily

from the start.

DATING ADVICESee3 can help you clarify your

strategy and define your objectives

#RFPDatingGame

We can help define and clarify what your goals and needs are for an upcoming project.

Contact us if you’ve got a big new project coming up and you are unclear exactly how to proceed with the project or you just need a trusted partner.

Is that your type? Email us: [email protected]

Questions?

Email: [email protected]: @See3 Facebook: facebook.com/See3Communications

Marketing

The RFP Dating Game