the rfp dating game
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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
What’s your type?
The Hook UpEnjoys a “meat market”
Relationship Seeker Enjoys talk and exchange of ideas
#RFPDatingGame | www.see3.com
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
#RFPDatingGame | www.see3.com
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
#RFPDatingGame | www.see3.com
Relationship Seeker
#RFPDatingGame | www.see3.com
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
#RFPDatingGame | www.see3.com
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
#RFPDatingGame | www.see3.com
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
#RFPDatingGame | www.see3.com
❑ 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: info@see3.com
Questions?
Email: info@see3.comTwitter: @See3 Facebook: facebook.com/See3Communications
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