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The RFP Dating Game how to submit a request for proposal & find your perfect partner Presented by Avi Kaplan

RFP Dating Game

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Page 1: RFP Dating Game

The RFP Dating Gamehow to submit a request for proposal & find your perfect partnerPresented by Avi Kaplan

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Avi KaplanSenior Director of Digital Services, See3

[email protected]

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See3 is the digital agency for do-gooders. We work with nonprofits and social causes, activating people to change the world. Through developing videos, websites and digital strategies, we deliver on goals like fundraising, advocacy, awareness, recruitment and more.

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Mobile Responsive Websites

Campaign Microsites

Online Annual Reports

Custom Mobile Apps

CRM Integration

Web Maintenance & Support

Conversion Optimization

Technology Assessments & Usability Audits

Your Full-Service Digital AgencyStrategic Communications

Communications Strategy

Digital & Social Media

Content Marketing

Email Marketing

Capacity Building

Branding & Storytelling

Fundraising Campaigns

Advocacy Campaigns

Documentary

Motion Graphics

Live Action

2-D and 3-D Animation

Personalized Video

Gala Event Video

Explainer Videos

Video Distribution Strategy

Web Design & Development

Video Production

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› Do good

› Create change for what we believe in

› Always work with candor, collaboration and respect › Strive for quality and creativity › Live and work with optimism

Our Values

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Poll Question 1:Is your org submitting a

RFP in 2016?

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Poll Question 2:What area of service are

you requesting a proposal for?

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Poll Question 3:What is the size of your

project?

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What’s your type?

the hook-up

the relationship seeker

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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

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RFP, RFI, RFQ, or WTF?

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what makes a great RFP?

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qualities of a great RFP

• Be specific

• Be clear

• Give us a budget

• Let us know the current project status

• Give us some time

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the hook up the relationship

Quick, fast, but not the best use of your resources.

Longevity, stability, and continued increase of engagement.

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the relationship seeker

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

the quality and ease of the process, as well as the outcome of the final product.

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what are the steps to finding your ideal partner?

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set up yourprofile

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preparation

❑ Get your organization organized -

❑ Clarify the project scope as best you can - be clear about what you are seeking and why

❑ Define qualities of a good partner

❑ Do some research to discover potential matches

❑ Get out there in the right places - crowded bar, networking or community event, intro from a friend, etc.

.

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swipe left,swipe right

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finding your 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

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#soulmates?

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developing trust

❑ Are they professional or casual 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?

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get expert dating advice

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 on exactly how to proceed with the project, or you just need a trusted partner.

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are you the one?

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Congratulations, it’s a match! Contact us today. We’re here for you, bae.