11. Team
• Primary Stakeholders
• Size of Team
– 33:1 = TIE
• Ensure Depth of Team
– Academic
– Technology
– Business Office
– Students
• Vested Interest?
12. External Expertise
• Brings Depth of Industry Experience
• Provides Mediation
• Ensure Structure
• Shortens Timeline
13.
14.
15. • Foundation for ENTIRE Selection Process
– RFP Sections /Chapters Used for Scoring
– Used for Building Demo Scores
– Guide for Vendors
– Score Sheets for Participants
Structure
16. • Set Realistic Timeframes
– Response to RFP
– Clarification on RFP
– Proposal Deadlines
– Submissions by Vendors
– Task Force Reviews
– Demonstrations
– Final Selection
– Contract Negotiations
Schedule of Events
17.
18. Meetings
• Build The Requirements
• Set the Structure
• Weigh the RFP
• Take Meeting Minutes
• Create Repository
– Online!
• Share with Institution
19.
20. RFP & Structure
• Give Background
– Institution
– Student Demographics
– What Brought You here
• Keep it Concise
• Easy to Make Complex
• Great Vendor Response= Your Success
21. RFP
• Build Sections / Chapters
• Weight Each Section
• Request Digital & Paper
• Have All Sent to CFO
• Include All Attachments
– Price Eval Form
– LMS Demo Eval Form
23. Demonstration
• Open Up To All (RSVP)
• Anyone can Vote
– Must Attend ALL Demos
• 2 Hours is Not Enough
• Add Q&A After Formal
• No Trinkets & Trash!
24. Pricing
• Don’t Open!
• Go Out 3 5 & 6 Year TCO
• Request Breakdown:
– By Module
– Support Options
– Training
– Mobile
– Integration
28. • Wont Get Financial Statements for All
• Supplied References are Worthless!*
• Close the Loop with ALL Vendors
• Feedback is Important
• Revisit in 3-5 years