How to write "request for proposal" for social media projects?
1 like846 views
The document provides guidance on generating a comprehensive request for proposal (RFP) for social media consultancy services. It outlines several sections to include in the RFP such as company information, scope of work, proposal submission procedure, vendor information, and estimated budget. The scope of work section should provide a categorized list of business requirements and descriptions for implementing an audit of current social media efforts, developing recommendations and a project plan, implementing and integrating the social media program, and training and measuring outcomes. The proposal submission procedure outlines how vendors should respond to the RFP and the evaluation criteria for selecting candidates.
![Proposal Submission Procedure
Vendor RFP Reception
“Byresponding 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.”](https://image.slidesharecdn.com/socialrfp-100926044645-phpapp02/85/How-to-write-request-for-proposal-for-social-media-projects-10-320.jpg)
![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.”](https://image.slidesharecdn.com/socialrfp-100926044645-phpapp02/85/How-to-write-request-for-proposal-for-social-media-projects-11-320.jpg)
How to write "request for proposal" for social media projects?
- 1. HOW TO GENERATE A COMPREHENSIVE "REQUEST FOR PROPOSAL" FOR SOCIAL MEDIA CONSULTANCY Andrew Chow (andrew@ideamart.com.sg)
- 2. Request for Proposal Company Information Statement of Work Proposal Submission Procedure Scope of work and Business requirement Vendor information Estimated Budget & Resources Allocation
- 3. 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
- 5. Company Information Technology Environment Your technology environment including: LAN diagram, telephony system, server operating system, desktop operating system, programming languages, web- architecture, applications, etc.
- 7. 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.
- 8. 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
- 10. Proposal Submission Procedure Vendor RFP Reception “Byresponding 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.”
- 11. 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.”
- 12. Proposal submission Procedure Communication & Proposal Submission Guidelines
- 13. Proposal Submission Procedure Evaluation criteria Profileof Project Team Past portfolio Official recommendation Live project
- 14. Proposal Submission Procedure Short-list Selection
- 15. SCOPE OF WORK & BUSINESS REQUIREMENTS This 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
- 16. 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
- 17. 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.
- 18. 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.
- 19. 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.
- 21. 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.
- 22. ESTIMATED BUDGET & RESOURCES ALLOCATION
- 23. 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.
- 24. THANK YOU QUESTIONS & ANSWERS Andrew Chow (andrew@ideamart.com.sg)