As part of a broader strategic initiative, the client needed to develop RFP (request for proposal) language that could be used globally. The company had grown through a series of acquisitions and mergers over several years. It was now ready to present itself externally as one global firm, rather than as a mixture of autonomous companies with regional biases.
The project was comprehensive, covering questions on the firm and its functions, such as personnel, legal, risk management and operations, as well as product-specific language on 15 high-profile strategies. In total, this amounted to writing answers to over 3,000 questions that could be asked in RFPs, RFIs (requests for information) and DDQs (due diligence questionnaires).
FWD was appointed as content partner for this project. In addition to sourcing base content and writing answers suitable for use in RFPs, our role was to challenge the way in which the company presented itself, ensuring answers were forward looking and did not reflect any legacy issues.
The project was phased and completed over an 18-month period. Following the sign-off of each section, the language was sent to the client to be uploaded onto their RFP database. The client then took on the responsibility for any further updates to the language. FWD was subsequently asked to undertake two additional projects: a handbook for RFP writers and a review of ‘live’ RFPs.