← The procurement desk
Practical guide

Before you issue that RFP

Seven questions to clarify before going to market.

A stronger RFP starts before the document is drafted. Use these questions to bring the business, procurement, and decision-makers into the same conversation.

  1. What outcome are we buying? Describe the problem, the users, and what successful delivery would change. Separate the outcome from a preferred product or supplier.
  2. What is essential? Distinguish mandatory needs from preferences. Ask whether every mandatory requirement is necessary and capable of being assessed.
  3. Who owns the decision? Identify the budget owner, evaluators, technical advisers, approval authorities, and future contract owner.
  4. What does the market offer? Consider available solutions, typical commercial models, and whether market engagement would help refine the requirement. Apply your organization’s rules for fair access to information.
  5. How will we compare proposals? Draft the criteria, weights, and scoring guidance before launching the competition. Test whether they distinguish meaningful differences.
  6. What does the full cost include? Consider implementation, training, support, consumption, options, transition, and exit costs alongside the initial price.
  7. Can we deliver the procurement timeline? Allow time for approvals, supplier questions, evaluation, commercial discussions, and mobilization.
Try this in your next meeting:

Ask each stakeholder to write the one outcome that matters most. Resolve differences before turning them into requirements.

Deliverable to aim for: a short agreed requirements brief and sourcing plan.

General planning guidance; apply your organization’s requirements and obtain specialist advice where needed.

Discuss your needs ↗