This is part of a series of posts which is based on a 3-hour hands-on workshop I offer on this topic. Be sure and check out the preceding post:
Technology Solutions Planning in Libraries: Overview
Technology Solutions Planning in Libraries: Part One – Develop the Project Plan
Technology Solutions Planning in Libraries: Part Two – Establish a Planning Committee
Technology Solutions Planning in Libraries: Part Three – Gain Market Intelligence
Technology Solutions Planning in Libraries: Part Four – Requirements Gathering
Technology Solutions Planning in Libraries: Part Five – Types of Solutions Available
Technology Solutions Planning in Libraries: Part Six – Technology Solution Evaluation
Request for Proposals
This is a valuable tool that you can use to determine the exact details of what is being offered by vendors. It’s also an opportunity to ask pointed questions such as:
- Subsystem specifications
- Installation timeframes
- Post-implementation acceptance criteria
There are many articles written on how to create one BUT there are many freely available online. One way to go is to use several RFPs to select relevant questions and re-purpose them for your library’s needs
Sample RFP
Download this RFP here: rfp
Next: Technology Selection

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