20 Questions

RFI Questions to Ask Vendors

Strategic questions to evaluate vendors through Request for Information (RFI) process, assess capabilities, and identify the best partners for your business needs.

1

What is your company's background and experience in this industry?

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Why this works

Establishes credibility and helps you understand their expertise and track record in your specific industry or market.

2

What are your core capabilities and services?

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Why this works

Clarifies what services they offer and helps you assess if they can meet your specific business requirements.

3

What is your company's size and organizational structure?

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Why this works

Helps you understand their capacity, resources, and how they're organized to serve clients effectively.

4

What are your key differentiators and competitive advantages?

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Why this works

Reveals what makes them unique and helps you understand why you should choose them over competitors.

5

What is your approach to quality assurance and service delivery?

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Why this works

Shows their commitment to quality and helps you understand how they ensure consistent, high-quality service.

6

What are your pricing models and fee structures?

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Why this works

Clarifies their pricing approach and helps you understand the cost structure and value proposition.

7

What are your typical project timelines and delivery schedules?

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Why this works

Helps you understand their capacity and ability to meet your timeline requirements.

8

What are your client references and case studies?

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Why this works

Provides social proof and helps you understand their track record with similar clients and projects.

9

What are your technology capabilities and tools?

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Why this works

Shows their technical capabilities and helps you understand if they have the right tools and technology for your needs.

10

What are your compliance and certification requirements?

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Why this works

Clarifies their compliance status and helps you understand if they meet your regulatory and certification requirements.

11

What are your risk management and insurance coverage?

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Why this works

Shows their approach to risk management and helps you understand their insurance coverage and liability protection.

12

What are your communication and reporting processes?

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Why this works

Clarifies how they communicate with clients and helps you understand their reporting and update processes.

13

What are your scalability and growth capabilities?

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Why this works

Shows their ability to scale with your business and helps you understand if they can support your growth.

14

What are your innovation and continuous improvement approaches?

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Why this works

Reveals their commitment to innovation and helps you understand how they stay current and improve their services.

15

What are your sustainability and environmental practices?

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Why this works

Shows their commitment to sustainability and helps you understand their environmental practices and policies.

16

What are your data security and privacy protection measures?

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Why this works

Clarifies their approach to data security and helps you understand how they protect sensitive information.

17

What are your change management and flexibility capabilities?

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Why this works

Shows their ability to adapt to changes and helps you understand how they handle evolving requirements.

18

What are your performance metrics and success criteria?

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Why this works

Clarifies how they measure success and helps you understand their performance standards and expectations.

19

What are your dispute resolution and conflict management processes?

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Why this works

Shows their approach to handling conflicts and helps you understand how they resolve disputes and issues.

20

What are your long-term partnership and relationship management approaches?

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Why this works

Reveals their approach to building long-term relationships and helps you understand their partnership philosophy.

Best Practices for RFI Vendor Evaluation

Expert tips and techniques for getting the most out of these questions.

Best Practices

Define Clear Requirements

Clearly define your requirements and expectations before sending the RFI to ensure vendors understand what you're looking for.

Ask Specific Questions

Ask specific questions that help you evaluate vendors objectively and compare them effectively.

Follow Up and Clarify

Follow up on responses and ask clarifying questions to ensure you fully understand each vendor's capabilities and approach.

Question Sequences

The Capability Assessment

1
What is your company's background and experience in this industry?
2
What are your core capabilities and services?
3
What are your key differentiators and competitive advantages?
4
What are your technology capabilities and tools?

The Quality and Compliance Evaluation

1
What is your approach to quality assurance and service delivery?
2
What are your compliance and certification requirements?
3
What are your data security and privacy protection measures?
4
What are your performance metrics and success criteria?

Common Pitfalls

Don't Ask Vague Questions

Avoid generic questions that don't help you evaluate vendors effectively. Ask specific questions that reveal their capabilities and approach.

Avoid Focusing Only on Price

While cost is important, focus on value, quality, and fit. The cheapest option may not be the best choice for your needs.

Don't Skip Reference Checks

Always check references and case studies to verify vendor claims and understand their track record with similar clients.

Conversation Templates

The Comprehensive RFI

1
Step 1: Start with: "What is your company's background and experience in this industry?"
2
Step 2: Follow with: "What are your core capabilities and services?"
3
Step 3: Deepen with: "What is your approach to quality assurance and service delivery?"
4
Step 4: Conclude with: "What are your client references and case studies?"

Further Reading

"The RFI Handbook" by Barbara Bruno
"Vendor Management Best Practices" by Barbara Bruno
"The Complete Guide to RFI" by Barbara Bruno
Procurement and vendor management resources

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