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RFP

Consulting Services RFP

Engagement scope, deliverables, team qualifications, methodology, and fee structure for strategy or operational consulting.

5 Sections
13 Fields
20-25 minutes to customize

What's Included

Consulting engagements carry significant organizational risk — the wrong firm can deliver generic recommendations, miss the root cause, or leave your team without the capability to sustain change. A rigorous RFP process is your best protection. This template structures the solicitation so you receive comparable proposals from qualified firms across all dimensions: experience, methodology, team, deliverables, and cost.

The six sections guide consultants through firm credentials, relevant engagement history, their proposed methodology and deliverables, team composition with resumes, daily rate pricing, and a project timeline with milestone dates. Structured fields replace open-ended essay submissions, making scoring and comparison objective.

Built for department heads, project sponsors, and procurement professionals at organizations undertaking strategic planning, operational improvement, technology selection, or change management initiatives.

Suitable For

Department HeadsProject SponsorsProcurement Teams

5

Sections

13

Fields

Free

No Credit Card

Template Structure

Preview the sections, fields, and pricing tables included in this template.

Demonstrate experience with similar organizations, industries, or problem types. Describe your depth of experience in our industry, two to three engagements most comparable to this project in scope and industry, contact details for two client references, and quantified outcomes from comparable engagements.

FieldType
LabelTEXT
ResponseMULTILINE
Form Items
Depth of experience in our industry and the types of challenges you have solvedSupplier Input
Two to three engagements most comparable to this project in scope and industrySupplier Input
Contact details for two clients from comparable engagements willing to serve as referencesSupplier Input
Quantified outcomes from comparable engagements (e.g., 20% cost reduction, $3M identified savings)Supplier Input

Evaluate the firm's intellectual rigor, proposed project structure, and knowledge transfer plan. Describe your structured methodology for this type of engagement, the proposed project phases and key decision points, all deliverables and their acceptance criteria, and how you will ensure the client team can sustain improvements after the engagement ends.

FieldType
LabelTEXT
ResponseMULTILINE
Form Items
Structured methodology for this type of engagement and how it applies to our contextSupplier Input
Proposed project phases, activities, and key decision pointsSupplier Input
All deliverables, formats, and acceptance criteria for eachSupplier Input
Knowledge transfer plan to ensure the client team can sustain improvements post-engagementSupplier Input

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