Developing Effective Websites: A Project Manager's Guide

Appendix 2: The Proposal Process

TIPS FOR A SUCCESSFUL PROPOSAL AND BID PROCESS

The following minimum information should be included in a request for proposal:

  • project overview

  • analysis of site and anticipated audience needs

  • functional requirements

  • technical requirements

  • scheduling requirements

  • performance criteria

Do:

  • Consider the fit with your potential partner in the client contractor relationship.

  • Describe in detail and comprehensively what you want in a site, using plain language and no technical smokescreens.

  • Be as brief as possible, while still covering all the major points, and write with clarity.

  • Write an RFP that reads like a good business plan, presenting expected outcomes, willingness to invest, and technology resources.

  • Align the effort required to respond to the RFP to the size and scope of the project.

  • Get at least a ballpark estimate of the budget and timeline before responding to an RFP.

  • Get whatever other information is reasonable from the other party before responding to an RFP or evaluating a response.

  • Know when to walk away.

Don t:

  • Be overly restrictive in RFP requirements.

  • Present bleeding-edge features as requirements.

  • Assume that big companies will work only with big development houses; or small companies with small houses.

  • Ask for free consulting from a developer.

  • Be in any way unethical or dishonest in using RFPs, such as writing specs that only one supplier can fulfill but sending them to others for the sake of appearances.

  • Send RFPs to an overly large pool sending a few recommended vendors is sufficient and actually as many as a client can reasonably handle if vendors...

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