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RFP for Training Program Development
Quick Summary
Streamline the provider selection process using this template for a Training Program Request for Proposal (RFP). A comprehensive RFP will help you gain clarity and alignment on the real goals of your training program, and will make sifting through offerings and choosing an appropriate vendor easier on your selection committee.
What this is
This template provides an example Request for Proposal (RFP) aimed at developing and launching a new training course, including developing materials for course participants, the instructor, and for train-the-trainer activities. The RFP includes example sections describing:
- background on the request.
- the desired workshop content and audience.
- scope of the contract, including developing the course, piloting it, conducting multiple workshops updating the course materials, and performing train-the-trainer sessions.
- timeline for the work.
- proposal requirements including format, content, and submission mechanisms.
Why it's useful
A well-written, comprehensive RFP is a key component of any project in which you are seeking a suitable vendor to create a valuable deliverable for your company.
- By providing a complete, concise, detailed explanation of your business needs, required features, and design constraints, you make it easier for potential vendors to understand and address your problems appropriately.
- Providing a fixed format for responses also simplifies the selection committee's task by allowing them to compare apples to apples.
- The process of writing and internally reviewing an RFP for creation of a training program helps gain clarity and alignment on the real goals of the training program, before anyone spends significant time sifting through various vendors' offerings.
This template provides a solid framework and example text for a RFP aimed at working with an outside vendor to create a new training workshop for your company, for example, a new course aimed at your company's project managers.
How to use it
- Review the outline as a whole to get a feel for the sections and information that you may want to include in your RFP. Then go through the outline at a closer level and make notes about sections you may want to add, modify, or remove entirely to construct your RFP.
- If your team hasn't already done so, have a meeting to discuss and capture the overall objectives for the training course, including purpose, audience, and desired outcomes. This is essentially creating a charter for the project-a vision of what it needs to accomplish. Document what you believe to be in scope vs. out of scope for this project.
- Begin drafting your actual RFP text starting with the outline provided here. This might take place in meetings if you are writing by committee, or you may want to collaborate with or solicit input from other departments like legal, marketing, or purchasing.
- When you have a solid first draft, have your project stakeholders review it and provide input. You will probably find that there are several additions and modifications at this point. Keep referring to your documented requirements to keep the reviews and modifications on track.
- When the review process is complete and all changes have been made, obtain signoffs and issue the RFP according to your organization's procedures.
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A thorough training plan describes the key decisions, tasks, and resources you need to develop a strategy for delivering needed training, whether it's for service technicians and help desk agents, or end users who need to help themselves.
Training Needs Assessment Guidelines
Training projects need the same requirements management, protection from the scope creep, and project definition you devote to your other projects. These guidelines provide a broad overview of the steps in a needs assessment and the reasoning behind doing one, as well as a brief discussion of the different assessment methods you can use to make your next training assignment as effective as possible.
Association High-Level Plan for PM Training Program
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Example framework for a comprehensive ongoing training and support program for your PMs.
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This template provides a survey approach for use by a new or proposed "Project Support Group." Such a group is formed in some organizations to support all its project managers, especially newer project managers who may need training, mentoring, or coaching.
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