Guide to a Strategic Meetings Management RFI or RFP
Strategic Meetings Management
Date: January 28, 2013
About this Resource
If an organization determines that it wishes to acquire external resources to support its SMM Program, it may begin by identifying vendors with the skill set required to meet its strategic meeting management needs.
A Request for Information (RFI) is an appropriate first step. It allows the organization seeking support (referred to in this document as the "buying organization" to identify vendors (referred to in this document as "suppliers") with the products and core capabilities required for meeting the buying organization's needs.
An RFI is less specific than a Request for Proposals; it offers prospective buyers an opportunity to learn about the capabilities of numerous suppliers and discuss possible models for moving forward with a solicitation.
In contrast, an RFP is typically sent to a smaller number of potential suppliers known to have the resources for providing the desired services. In addition, an RFP is usually more detailed with respect to the services being sought and the information prospective suppliers must provide.
This document outlines the topics and questions that an organization may wish to include in an RFI and in an RFP.