the RFP template for choosing your next performance & talent system
a comprehensive request-for-proposal template for performance, career, and succession management. drop it into your vendor selection process and shortlist the right system without starting from scratch.
built from how Fortune 500 HR and procurement teams actually evaluate enterprise performance & talent management systems. comprehensive requirements, capability checklists, and scoring criteria — ready to send to vendors.
what’s in the template
one workbook, four sheets: a guidelines sheet you make your own, and three requirement sheets your vendors fill in.
performance management
- goal setting and performance metrics creation
- performance review and feedback
- final performance evaluation and calibration
- performance tracking and monitoring
- performance insights
- performance behaviours and culture
- data analytics
career management and learning
- competency management
- career profile
- skill assessment
- career recommendation
- individual development training
- projects and gigs
- actionable cards and dashboards
- insights and nudges
- digital learning
- learning management
succession management
- succession planning
how to use it
- open the guidelines sheet and put your organisation’s name in it. it sets out what a vendor’s proposal has to cover.
- send the workbook to your shortlist. every requirement is written as a capability, so there is nothing to interpret.
- vendors mark each line: standard, available with customisation, available through a third party, or not available.
- compare the returns side by side. because every vendor answers the same lines in the same order, the gaps show themselves.
cut what you don’t need. the three requirement sheets are separate, so dropping succession or learning leaves the rest intact.
get the RFP template
one short form and the editable RFP downloads right here — plus first access to new frameworks, playbooks, and benchmarks as we publish them.
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