RFP Best Practices: A Guide to Winning Clarity and Results
There are certain RFP best practices that have withstood the test of time. When I began working with Requests for Proposals (RFPs) more than 20 years ago while working for a national education publisher, I learned many of the following best practices. Since then, RFPs haven’t changed much, although the method of submission certainly has changed. I vividly remember late-night jaunts to Kinkos or FedEx stores to make and bind copies, then get them into the mail by the deadline. Today’s RFPS are, fortunately, for the most part, submitted via email or through vendor portals or dashboards.
The following RFP best practices reflect my own strategies and tactics. For personal support with your company’s RFP writing or approach, please contact me, and we can schedule an appointment to thoroughly review your needs.
What Is an RFP?
What is an RFP? RFP stands for ‘request for proposals.’ It is a document, issued by a private business, state, or local government, that outlines the scope of required services, who may respond, the due date for the response, and other requirements for the response. The response is in the form of a proposal, pricing, and other documents that provide issuers with a consistent basis for evaluating multiple competitors for the opportunity. For federal, state, and local government entities, RFPs may be required to ensure fair bidding, the lowest possible prices, and transparency throughout the procurement process.
RFP Best Practices: Essential Components of a Winning Response
First, read the entire RFP from start to finish, including various addenda and supplemental documents that issuers include. Pay attention to confidentiality notices; some states publish the entire bid package, including pricing, unless you follow specific guidelines and rules provided by the issuer to request confidentiality.
The original RFP document outlines the requirements for the submission. This is your guideline to put together your response. Note formatting requirements, such as minimum font sizes or maximum page count. Follow these guidelines to the letter. You don’t want your hard work thrown out on a technicality and not considered for the award!
RFP Components
Each RFP response document will vary according to what the issuer asks for in the original scope of work. However, most follow a similar format and flow. Here are some RFP best practices to consider when writing your response.
Include an Executive Summary
The Executive Summary should be concise, typically no more than a few paragraphs, and clearly highlight your understanding of the client’s needs. It should include a high-level description of the proposed solution and key differentiators that set your company apart from the competition. We call these differentiators “win themes.” The win themes are points you’ll want to bring out in various sections of the response, as appropriate.
Company Overview
Most RFPs will ask for a Company Overview. Describe your company, focusing on the required information requested in the RFP. You may want to add any salient points that underscore capabilities, awards, quality of goods or services, and alignment with what the issuer is asking for.
Approach and Methodology
This is the section to focus on, because most issuers want to understand how your company plans to approach their stated scope. How will you do the work or solve the problem? What unique methodology do you bring to the project? Include a detailed explanation of how you’ll meet the project requirements, timeline, milestones, and deliverables, and tools, technologies, or processes you’ll use.
Team and Roles
Some RFPs will request resumes of key personnel who will work on the project if your company is awarded the bid. Rework resumes so that they follow a consistent format; some RFPs will provide you with a template to follow. Remove personally identifiable information, such as home addresses, telephone numbers, and email addresses, and revise the resume to focus solely on experience, education, certification, awards, and accolades.
Pricing and Budget
Provide clear, transparent pricing. Note any potential discounts. If you are bidding on federal, state, or local RFPs, note that pricing is often disclosed or published. Some issuers provide guidelines on how to mark information confidential and proprietary. Be sure to follow these rules if provided.
References and Case Studies
References and case studies are also important components of an RFP response. Most RFPs request references, but only a few require case studies. I like to include both, if I can. Be sure to ask people and businesses if you can use them as a reference in the RFP. For case studies, be sure you have permission to list names or anonymize the clients and business information to protect their privacy.
Compliance and Legal
Paperwork, paperwork! There are so many legal forms to complete in the RFP process it can make your eyes cross. Be sure to go through the methodically and complete every single one. Missing even a single form can throw you out of the running. You may need to request a COI (Certificate of Insurance), for example, to demonstrate General Liability or other coverage; upload W-9s; upload documents attesting to lobbying activities, debarment, or other considerations; or something I haven’t even considered. Be sure to review the entire RFP before submission to make sure you have answered every question and completed all the forms.
Best Practices for Responding to an RFP
To elevate your response from acceptable to exceptional, follow these best practices:
- Follow the instructions exactly: Format, file type, deadlines—every detail matters.
- Mirror the RFP language: Use the same terminology and structure to make evaluation easier.
- Be concise but complete: Avoid fluff; focus on clarity and relevance.
- Customize your response: Tailor your proposal to the client’s industry, goals, and pain points.
- Highlight value, not just features: Explain how your solution benefits the client—save time, reduce risk, increase ROI.
- Proofread and polish: Typos and formatting issues can undermine credibility.
- Include visuals: Diagrams, timelines, and charts can make your proposal more engaging and digestible.
What Evaluators Want to See
Evaluators are looking for more than just technical compliance. They want:
- A clear understanding of their needs
- A realistic and thoughtful approach
- Evidence of past success
- Competitive pricing with justified value
- A team they can trust to deliver
Most RFPs include an evaluation rubric. This is a document that clearly outlines how the final award will be given. It will give you the criteria that is used for the award and how much value, or weight, is given to each element. Consider this as you craft your response. You may want to spend more time on the sections of the RFP that will count more towards the final award.
Formatting Tips for Clarity and Professionalism
Use clear headings and subheadings to guide the reader through your document. Bullet points help organize lists and requirements, while consistent font and spacing improve readability. Number your sections for easy reference, and include a table of contents for longer RFPs.
What Evaluators Look For
Evaluators are scanning for more than just compliance. They want clarity, confidence, and compatibility.
Responsiveness matters. Did the vendor follow instructions and meet all requirements? Understanding of the project is crucial. Does the proposal demonstrate a thorough understanding of your needs? Experience and expertise count. Are they qualified and proven in similar work? Value is always a consideration. Is the pricing competitive and justified? Innovation can set a vendor apart. Are they offering creative or efficient solutions? Risk mitigation shows foresight. Have they addressed potential challenges?
An RFP is your chance to set the stage for success. By structuring it thoughtfully, formatting it clearly, and aligning it with what evaluators care about, you’ll attract better proposals and make better decisions. The time you invest in crafting a strong RFP pays dividends in the quality of responses you receive and the partnerships you ultimately build.