RFP = Really Freakin’ Painful

Posted on October 29th, 2010 | By Amy Wheaton 6 Comments

As I rushed to get a design proposal out the door on time recently (why are these things always a rush, no matter how much lead time we have?)  I was stopped short by an intimidating list of mandatory to-dos, listed under a bolded, ominous warning that “Failing to complete the following may result in your proposal being rejected”.

Well, um, OK. I guess I better comply, since we’ve just spent 30-plus hours of otherwise billable time getting this beast together and it would be a shame to lose out on this contract because I didn’t print the RFP number ABOVE the RFP name on the cover page. Or photocopy our business registry information double-sided. Or have page three of each of the 19 identical bound booklets signed, in black ink, by someone who is qualified to sign on behalf of our company – but DON’T sign the original copy, which, by the way, needs to be unbound and calligraphied on ecru (NOT WHITE) onion-skin paper and delivered on the horn of a virginal male unicorn at precisely 4:00 P.M. on Friday, October 22, AND NOT A SECOND LATER!!

I don’t think preparing and submitting RFPs will ever be fun. Don’t get me wrong. I don’t think the process is supposed to be fun. Potential clients need to know that you’re willing to put in time, effort, and precision on responses to their RFPs to show that you’re serious about working with them. With this comes a degree of challenge – locating the most appropriate work samples, ensuring your proposal is tailored specifically to their individual requirements, proofreading it again – and again – and again. RFP does not stand for “Ridiculously Fun Project”. Really f-ing painful? That might be more accurate.

The purpose of an RFP is to evaluate an agency or a firm on its ability to work with and on behalf of your organization. Whether it’s specific to strategy, design, account management, or a full suite of services, it’s a company’s chance to check out your expertise, your references, samples of your work, and the qualifications of your employees and determine which agency is best for their needs. It’s an opportunity to see how well a firm can answer your questions and respond to your unique objectives.

Fair enough – but why the need to make agencies jump through hoops, write out the gazillion-digit RFP number again and again and again, sign here and here and here, and so on to prove they can do great work? Worse still, the RFP documents that list their mandatory requirements on different pages, causing no shortage of angst as the unlucky account person (me) riffles through a novella of background info and appendices to make sure everything has been done correctly.

There are some RFP documents we receive that are just beautiful. I may actually clap and bounce up and down when I see them. They’re clearly laid out, with the mandatory requirements all in one place, straightforward questions, and contact info prominently marked. My secret inner dork actually enjoys completing these proposals – I could even go out on a limb and says that they are, indeed, ‘ridiculously fun projects’. (Then again, making lists is one of my spare-time hobbies, so my definition of fun may not be akin to that of a “sane and well-balanced person”.)

Before you send out your request for proposals, give it a review. If your requirements are responded to correctly, will you have the information you need to review sufficient samples of an agency’s past work, their unique approach to your project, and their team’s credentials in relation to your project? Are you determining that they are indeed a legitimate and established company without requiring fingerprints, criminal checks, and blood type of all team members? If so, you’re on the right track. Would you pull your own hair out by the handfuls if you had to respond to the same document? If not, go ahead and hit send. (Send it to us, actually. I love ridiculously fun projects).

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What people are saying

on October 29th, 2010, Kyle Racki said...

So true, and as you say, it’s the clear, concise RFPs that get better responses because we are spending more time scoping out solutions rather than providing figurative “stool samples”.

on October 29th, 2010, jeff white said...

Couldn’t agree more. And I still think that RFPs should only apply to public service projects. No corporation should ever go to RFP. That’s no way to choose a partner.

How about companies actually *meet* people? And decide based on that, plus their experience and portfolio as to whether or not they’re a good fit? It just makes sense.

on October 29th, 2010, Kyle Racki said...

Good point Jeff. I think companies should have a doc which outlines what they are looking for, approach a handful of firms they already know may be a good fit, and then set up meetings to discuss their needs before a proposal is ever submitted.

on October 29th, 2010, Amy said...

I agree - it’s so much easier to determine whether a company is a good fit (for the agency AND the contractor!) from a face-to-face discussion than a written proposal. It’s a two-way street and it’s just as important for the client to be compatible with the agency as it is for the agency to be able to do good work.

on November 08th, 2010, Jamie Vander Kooi said...

You should be on the evaluation and creation end of that RFP - it’s really freakin’ painful on this end too!

Just imagine you are the one scoring them, or you have to organize them and there are 10 or 15, 40 plus page proposals that all say the same BS (but there are only a couple that can really deliver the goods) and then you have to distribute these proposals to a committee of people that all use different email, and computer systems, and do it in a timely manner so the scoring can happen.

I agree that we put some crazy conditions on them, but it helps us keep things organized and usually lets the cream rise to the top. 

When we used to ask for CDs with an electronic copy of the proposal – you should have seen the hen scratch on these CDs!  Really people, how much time would it had taken to make a nice simple label up before you put it in the envelope?

Besides, if you can’t follow simple written instructions, then why should we hire you?

on November 08th, 2010, Kyle Racki said...

Hey Jamie,

I can imagine being on the other end would be tough. I agree vendors need to follow instructions, but some RFPs are anything but simple.

We’ve gotten many proposals from government orgs (yours included) that are excellent - simple, organized, succinct, clear. They don’t fit within the category of what we are discussing above.

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