Level:
Intermediate
Audience: Corporates
Description: Today, almost
all major business is awarded through the RFP process. This one-day
workshop is designed to help a corporate in the process of buying
bank services for international cash management, although the techniques
can be applied to buying any type of financial service. It takes
a step-by-step approach and provides practical examples. The workshop
includes examples and exercises. After attending the workshop, participants
will have a template they can apply when sending out their next
RFP.
Agenda:
1. Introduction
2. Plan the Project
- Vendor selection process
- Questions and issues
- Construct the action plan
- Team exercise
- The WBS
3. Determine Selection Criteria
- Team exercise
- Criteria for selection
- Individual exercise
4. Prepare the RFP
- Service provider selection
- RFI and RFP
- Team exercise
5. Analyze the Responses
6. Select the Right Partner
- The beauty parade
- Is the solution a good fit
- Informing vendors of the decision
- Vendor selection case studies
7. Issues and Considerations
- Pricing
- Standardized RFPs
- Using consultants
8. Best Practices
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Allman-Ward Associates, Inc.