Wednesday, January 2, 2008 VOLUME 3 ISSUE 16  
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Contents
This Looks Like the Beginning of a Beautiful Relationship
The Clip Report
4 Signs You’re Choosing the Wrong Agency
9/11 Leadership Lessons
Using RFPs to Separate the Princes from the Frogs
Red Prairie Selects Tech Image as Global Agency of Record
A Sample RFP Template
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A Sample RFP Template
Media Relations Services for COMPANY NAME
 
ATTENTION AGENCY NAME: Based on AGENCY NAME’s accomplishments in our industry to date, we have identified your agency as a potential media relations partner, and are emailing this Request For Information to invite your consideration in our RFP process. Of those agencies that respond to this Request For Information, three agencies will be asked to submit a proposal for comprehensive media relations services to demonstrate their qualifications for a two-year engagement. Additional detail on the program objectives, competitive landscape and industry, go-to-market strategy will be provided to all three finalists. The annual budget for media relations services that will be provided by the new agency of record is estimated at: $______ annually.
 
IMPORTANT NOTE: All costs related to the submission of this RFI and the subsequent RFP must be assumed by the submitting agency. No expenses will be reimbursed.
 
Information Due: Time, Date
 
Questions Regarding RFI: All inquiries concerning this RFI should be submitted to EMAIL ADDRESS using the subject line, “RFI INQUIRY”
 
Deadline for Submitting Questions Concerning RFI: Time, Date
 
ACTION REQUIREDPlease return the following information via e-mail to CONTACT EMAIL ADDRESS using the subject line, “MEDIA RELATIONS RFI.”
 
  • Name of firm
  • Address
  • Contact person
  • Title
  • Telephone #
  • Email address
  • Website URL
  • Date
  • Is location of agency an issue? State your intentions here.
  • List of clients (name only) that your agency has served in YOUR INDUSTRY/VERTICAL MARKETS
  • Conflict of interest (prospective agencies are asked to certify that they have no conflicts of interest in serving COMPANY. Principal competitors are: LIST COMPETITORS.
  • (If multiple markets need to be served) Locations where your agency has offices, partners and/or affiliates)
  • Three one-paragraph success stories (not more than 150 words each), overviewing how you helped clients achieve the following objectives: LIST NO MORE THAN THREE OBJECTIVES YOU HOPED TO ACCOMPLISH
  • A 100-word explanation of why your agency is a good fit for our company.
  • Short biographies of proposed account team.
 All agencies that wish to be considered for the RFP process must return this complete information no later than TIME, DATE. The three finalists will be notified by email of their selection no later than DATE, and will have four weeks to prepare a proposal, which will be presented in person at our headquarters in CITY, STATE.
 
(Date)
 
Agency Executive
Agency Name
Address
City, State ZIP
 
Dear ___________:
 
It gives me great pleasure to inform you that we have selected (AGENCY NAME) as one of THREE finalists in our search for a public relations agency partner.
 
The qualifications of all finalists are impressive and selecting a single PR agency partner will be difficult. To complete the agency review process, we want to schedule a two-hour in-person review with your proposed account team during the week of _______. Please contact NAME as soon as possible to set up a time that works for your team. She may be reached at (phone number) or by email at EMAIL.
 
Three individuals from COMPANY will participate in the selection process, and details on each of these individuals are included in a separate attachment.
 
The structure of your presentation is up to you, but we ask that you limit the formal presentation to one hour and be sure to cover the items in the RFP outline that follows. A projector and white board will be available in the conference room in which we will hold the presentations.
 
Please note that all costs related to the RFP and your presentation must be assumed by your agency.  
 
Thank you again for your interest in supporting COMPANY in achieving its PR goals. We appreciate the time and talent you are investing this process, and we will work to make the process as efficient as possible. 
 
If you have further questions about the process or about COMPANY, please contact me at: phone number or by email at EMAIL.
 
Sincerely,
 
 
 PR Agency of Record – Request for Proposal
 
Based on previously submitted statements of capabilities, THREE selected companies are being asked to submit a proposal to become the public relations agency-of-record for COMPANY. Our desire is to have an agency in place by the start of MONTH for an initial two-year engagement.
 
Primary liaison contact information:___________________________
 
Email to which questions should be addressed:___________________
 
Location for presentations:____________________________________
 
Convenient hotels/airlines:_____________________________________
 
Schedule of presentations and contact:___________________________
 
INSERT OVERVIEW OF COMPANY, including target customers, verticals served, solutions offered. And, include a link to Web site for more information.
 
INSERT INDUSTRY OVERVIEW, including competitors, relative positioning, growth opportunities, go-to-market strategies, etc.
 
ROLE OF AGENCY PARTNER: what services you expect the agency to provide.
 
OVERVIEW: insert a  paragraph on the key attributes you hope to find in the agency you are hiring, and your reason for hiring.
 
SCOPE OF SERVICES: Outline the scope of services, such as: 
  • Ongoing strategic planning and creative consultation
  • Content creation
  • Media relations – international, national, trade, business, local
  • Analyst relations
  • Awards
  • Product reviews
  • Trade show support
  • Special events
  • Metrics and monitoring.
 TERM OF SERVICE:
 
COMPANY wishes to engage PR agency for a/an ____-year term with a ____-day cancellation provision by either party.
 
CONFLICT OF INTEREST:
 
Proposing agencies are asked to certify that they have no conflicts of interest in serving COMPANY. Principal competitors are: LIST COMPETITORS. Additional companies may also be considered competitors, and we ask that you email any questions on competitors if you have them.
 
PROPOSAL PRESENTATION POINTS:
 
To keep the presentations focused, we ask that you focus on how you are going to help us achieve the three priorities of our 2008 program, listed here.
 
PRIORITIES/OBJECTIVES (list up to three): Examples include:
 
  • Introduce a new product or service
  • Re-brand or rebuild a company’s image
  • Assist in solving a major corporate crisis
  • Help build a customer or partner community
  • Combat a major competitive initiative
  • Successfully reposition a company going through a management change
  • Position a company for a major liquidity event (M&A, venture capital or initial public offering)
 
Please make sure each proposal also includes information on: 
  • Agency experience relevant to client’s industry
  • Experience and role of staff members who will work on this account
  • Process for managing account, including day-to-day interaction with client
  • Reports, reviews and measurements that will keep program on track and help justify investment to management
  • Examples of strategic value that can be delivered through agency – beyond simple program execution
  • Agency’s public relations philosophy and approach
  •  Additional resources that the agency offers
  • Proposed elements of plan along with a suggested budget
  • Billing and expense practices, including whether travel for account management is considered a billable expense
REFERENCE ACCOUNTS:
 
Three client references should be provided at the time of your presentation, including: Current contact name, address, phone number and email.
For use by selection committee in evaluating presentations:
 
 
AGENCY SCORE CARD
(Please rank each agency on each attribute on a scale of 1-5, with 5 being the highest). List the criterion that is most important to you.
 
 
REQUIREMENTS:
Agency A:
Agency B:
Agency C:
ABILITY TO ACHIEVE OBJECTIVES (____%)
Ability to achieve objective #1
 
 
 
Ability to achieve objective #2
 
 
 
Ability to achieve objective #3
 
 
 
Proposed Plan and Budget
 
 
 
EXPERIENCE/APPROACH (____%)
Agency Experience
 
 
 
Account Team Experience
 
 
 
Management Process
 
 
 
Metrics/Reporting
 
 
 
Strategic Value
 
 
 
Philosophy/Approach
 
 
 
Additional Resources
 
 
 
Billing and expense practices
 
 
 
CREATIVITY/CHEMISTRY (____%)
Chemistry
 
 
 
Creativity
 
 
 
Desire for Business
 
 
 
 
 

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