Nonprofit Request for Proposal (RFP) Template
We hope you’ll find this Request for Proposal (RFP) template useful as you plan your branding or marketing communications project.
Project Overview Write an executive summary that explains:
• What kind of firm you seek
• What you want them to do
• When you need it completed
• Why you want it done
This should be one or two paragraphs that explain who you are, what you do, where you’re located, and why what you do is necessary and/or important. There is no need to include background like strategic plans, research findings, and the like. You can send those later to the consultant you choose.
Mission and Vision:
Include your mission and vision statements.
Provide an overview of your current situation and challenges. What’s happening in the organization right now? Who are your primary competitors? Why do you want to undertake a rebranding effort? Have you just completed a strategic plan? What are the major threats you face right now? Where are the opportunities? What positive outcomes do you foresee resulting from this branding effort? Be specific. “We want help with our communications” is not as clear as “We want new messages so that more major donors will know us, choose us, and remain loyal supporters.”
Outlining these details will help you find a consultant who’s excited about your project.
Project Scope and Deliverables:
What do you expect the consultant to do on your behalf? Be as specific as possible about the services and deliverables, but don’t prescribe how you want the work done. Let the experts recommend the best methodology for you. Be clear if there are any elements of your existing suite of brand signals that you know you plan to keep—your name or logo, for example, and any rationale for that.
Explain what drives your timeline. Be realistic both about your time and the consultant’s time. If you have wiggle room, share that as well. An aggressive deadline may drive up costs. If there is no hard deadline don’t feel a need to specify one. That will allow your preferred consultant to recommend the most efficient approach.
Your anticipated budget, range, or not-to-exceed figure. Most consultants will use the budget range to determine whether the project is a good fit for the way they work. It’s unlikely you’ll get a big price break by being cagey. Being clear about what you can spend, or a figure you cannot exceed, will save you time by weeding out consultants that are not in your price range. It will also allow those firms that do bid on your job to accommodate your budget most efficiently. No nonprofit has as much money as they wish. Your consultant’s job is to figure out how best to allocate your budget so you get maximum impact.
Firm information Provide agency’s name, address, URL, and telephone. Include name, title and email address of the individual who will serve as agency’s primary contact. Include a brief description and history of your firm.