Issue an RFP or Buy a Car – it should be the same process…
Folks ought to approach an RFP for their website the same way they buy a car.
Be clear about what you want to accomplish and be honest about how much money you have, and on what, you want to spend your money.
I have had two frustrating encounters with TO charities in the last few weeks. Don’t get me wrong; both are great charities doing wonderful and worthwhile work. Both are charities we would love to help. Both are charities with missions close to our hearts. But neither project had a chance of coming to fruition.
Neither identified a budget in their RFP. Neither gave any indication – which made it literally impossible to prepare an exacting proposal to suit their particular needs.
One charity, I was told, believed identifying a budget would totally skew the process – how wrong can a person be? Hello? Far from skewing the process, setting a budget guarantees that the prospective client gets exactly what they want for the money they have to spend, and they can set their own priorities. It is then the responsibility of the pitching agency to be wise and creative and present a plan for providing best value for money. It is an absurd conclusion that withholding essential information – like the budget – is the route to getting the best deal.
No one expects to buy any other product or service this way. I can’t help but think of my favourite diner. (Cut me some slack, it’s lunchtime.) If I went to The Patrician, Chris could make me an equally delicious sandwich (club, BLT, grilled cheese) at three different price points – each would be delicious, each would satisfy, each would do the trick for lunch. I wouldn’t expect Chris to make me a club sandwich and me only pay the price of a grilled cheese. I wouldn’t expect him to guess what I want for lunch or how much money I’ve got in my pocket. I’d tell him.
Maybe there is a better analogy. Let’s try this. No one walks into a car showroom and says I want a car without expecting to tell the salesman how much money they have to spend. It just wouldn’t happen. Only once the car salesman knows the budget, can she make reasonable recommendations, or start with the base price of a car and then advise the customer of the available options within his budget. This is a good way of conducting business, negotiating a price and is most likely to result in a win –win for both the customer and the car salesman. This can only be described as good customer service.
A charity’s online presence is too critical to its fundraising and the overall success of the charity and its objectives. It is too important to leave the website’s level of functionality to chance and guesswork by the pitching agency. That’s exactly what happens when RFPs do not include budgets, rather than the charity deciding its priorities, agencies end up having to guess how to, and how much, of the charity’s hard earned money to spend. It’s nuts!
My other encounter was with a charity, which approached us and asked for a meeting in their office, as they didn’t have time to come to our studio. We agreed. We researched and prepared for the meeting and travelled across town to discuss their issues and needs. More research and time spent figuring out how to solve their problems – a thoughtful proposal followed. The charity then sent an email stating that they had decided to “go with the agency which agreed to do it for free”. – presumably getting it done for free was their intention all along. Here’s the lesson for both parties: if only this charity had been straight from the get-go and called me and said ‘we have next to no money to spend, but we have a problem with our site, is there a way you could ‘give’ us advice on how to fix it’, Devlin would have done it and fixed it for free. If they were honest, they would have probably accomplished their objective with one phone call and within a week. But they weren’t honest or remotely fair. They were duplicitous at best. Were they fishing without any intention of paying for services? It is hard to think otherwise. It is a crappy way to do business. It is a crappy way to treat people. It is certainly shortsighted in a town as small as Toronto. It is hard to keep cynicism at bay when this type of thing happens. Luckily I am an eternal optimist and I can fight the urge to draw conclusions about the sector.
Here’s the deal – no matter what the size of your budget, be clear, be honest, put your money on the table, and in so doing, you will give yourself the very best shot at getting exactly what you want and need, for your hard earned money.
I’m off to The Patrician for lunch, I’ve got $8.64 in my pocket and I going to ask Chris to make the best damn sandwich he can for my money.
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