A) PREPARE INTERNALLY AND SOLICIT ON-TARGET PROPOSALS

Make sure that your organization is clear on its goals before you speak to any outside resources. Issues to review include:

• What are you trying to achieve? In what time frame?
• What have you done to date toward that goal, via marketing or otherwise?
• Is this marketing planning project part of a broader organizational strategy or event (e.g., revision of focus, new leadership, or fundraising campaign)? If so, include details in the RFP.
• What do you think (in terms of marketing) can be done to meet this goal?

Specify the exact scope of work you want: Be clear about the services you require to ensure you get proposals that address your needs. Scope of work can include

• Plan: What's needed (e.g., new messages, new strategies), general timeframe, skills needed.
• Marketing Budget: Total budget broken out by focus (e.g. product y, service x, general organizational marketing) and type of expenditure (e.g., printing,
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  A) PREPARE INTERNALLY AND SOLICIT ON-TARGET PROPOSALS

  Make sure that your organization is clear on its goals before you speak to any outside resources. Issues to review include:

  • What are you trying to achieve? In what time frame?
  • What have you done to date toward that goal, via marketing or otherwise?
  • Is this marketing planning project part of a broader organizational strategy or event (e.g., revision of focus, new leadership, or fundraising campaign)? If so, include details in the RFP.
  • What do you think (in terms of marketing) can be done to meet this goal?

  Specify the exact scope of work you want: Be clear about the services you require to ensure you get proposals that address your needs. Scope of work can include

  • Plan: What's needed (e.g., new messages, new strategies), general timeframe, skills needed.
  • Marketing Budget: Total budget broken out by focus (e.g. product y, service x, general organizational marketing) and type of expenditure (e.g., printing,
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    o achieve? In what time frame?
  • What have you done to date toward that goal, via marketing or otherwise?
  • Is this marketing planning project part of a broader organizational strategy or event (e.g., revision of focus, new leadership, or fundraising campaign)? If so, include details in the RFP.
  • What do you think (in terms of marketing) can be done to meet this goal?

  Specify the exact scope of work you want: Be clear about the services you require to ensure you get proposals that address your needs. Scope of work can include

  • Plan: What's needed (e.g., new messages, new strategies), general timeframe, skills needed.
  • Marketing Budget: Total budget broken out by focus (e.g. product y, service x, general organizational marketing) and type of expenditure (e.g., printing,
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    etails in the RFP.
  • What do you think (in terms of marketing) can be done to meet this goal?

  Specify the exact scope of work you want: Be clear about the services you require to ensure you get proposals that address your needs. Scope of work can include

  • Plan: What's needed (e.g., new messages, new strategies), general timeframe, skills needed.
  • Marketing Budget: Total budget broken out by focus (e.g. product y, service x, general organizational marketing) and type of expenditure (e.g., printing,
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    i>Plan: What's needed (e.g., new messages, new strategies), general timeframe, skills needed.
  • Marketing Budget: Total budget broken out by focus (e.g. product y, service x, general organizational marketing) and type of expenditure (e.g., printing, web design, proofreading, and postage).
  • Phased Workplan: A detailed timetable of what tasks must be implemented, by whom, and at what times throughout the year to ensure that marketing strategies are launched at the most appropriate moment.
  • Implementation: Any or all of the following – writing (one or two drafts, one or two revisions), design, editing and proofing, project management (from finding additional resources to executing a direct mail campaign), web development and promotion, evaluation of results, and revision of plan accordingly.

  Clarify what you're looking for in terms of deliverables. Do you want just a plan, or are you looking for a plan, timetable, and budget for a specified numbers of years?

  • Request a situation analysis (looking at what you've been doing, what's working, what's not, as well as engaging in some research with staff and constituencies) be integrated into the plan. Without this, you'll be working in a vacuum.
  • Are you looking for the work to be implemented in a specific way? If so, clarify that.

  Othe