1. Preferred Agency Request for Proposal Insert Date Here

2. Details Project Title: Insert Title Here RFP Due Date: Month X, 20XX
Primary Contact:
Name, Title
Group
Phone Number
Secondary Contact:

3. Example Agency Requirements
Experience with large multinational Fortune 500 Companies
Global and cultural understanding
Healthcare experience
Non-profit experience
Award-winning Creative
Strategic, tenured team
Dedicated Resources
Example

4. Example RFP Requirements Agency Overview Team biographies
Client roster
Relevant case studies
Fees, blended rates, billing process (Retainer vs. Project)
Example

5. Example Selection Process Initial RFP E-mail responses
In-person pitch, demonstrating strategic and creative process
References
Selection and awarding
Example

6. Example Project Overview Project:
Seeking agency relationship for creative work such as:
High profile, typically externally facing
Campaigns Annual Report Foundation Annual Report Sustainability Report Corporate Brochure Signature Initiative Branding
Internal or external marketing communications
Brochures PowerPoint Billboards Functional Identities Functional Ads
Objective: To establish a preferred vendor relationship to execute on client requests in a collaborative, timely and cost-effective manner.
Example

7. Example Desired Outcomes Elevation of Medtronic
Improved efficiency (turnaround) and spend
Compliance with masterbrand standards and guidelines
Example

8. Example Working Timeline Committee Discussion RFP’s Distributed
Month
Committee Discussion
RFP’s Distributed
Month
Committee Discussion
Review RFP’s
Agency Test/Selection
Example
Month
Agency Test/Selection
Month
On-going Agency Relationships