Graphic Design RFP: Step-by-Step Guide [+Free Template]

Graphic Design
Graphic Design RFP: Step-by-Step Guide [+Free Template]
Article by Jelena Relić
Last Updated: September 20, 2024

A graphic design request for proposal (RFP) is a document used by businesses to publicly announce that they’re seeking proposals for a certain project. It essentially signals that bids for a project or task are open and invites contractors to submit their proposals.

In this article, you’ll learn everything about graphic design RFP: what it is and how to create a successful RFP. Additionally, our experts have created a graphic design RFP template example that you can customize to your needs for free!

What Is a Graphic Design RFP?

A graphic design request for proposal (RFP) is an official document that announces a graphic design project and invites qualified vendors to submit bids. It includes a detailed description of the project and its requirements.

An RFP for graphic design services summarizes all important project information into a well-organized presentation. This allows companies to receive and compare competitive proposals from different design providers.

The RFP process provides an objective framework for selecting the best provider for your graphic design project and successfully outsourcing graphic design services. According to Loopio’s report, the average RFP win rate is 43%, highlighting the importance of using this document to find the right fit for your project.

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How To Structure Your Graphic Design RFP in 8 Steps

While RFP documents differ from company to company, mainly depending on the project type and scope, certain elements are always a part of this document:

1. Describe Your Company

The RFP process begins with a brief introduction to your business. This includes a short "about" section describing your company, why you need a new graphic design solution, and a summary of the project's scope. You can also include information about your brand values, mission, vision, general market, and competitor overview.

Keep this section brief and to the point to avoid overwhelming potential vendors.

2. Set the Timeline and Deadline for Your Project

Giving vendors a realistic timeframe and expected launch date for your graphic design project allows them to determine whether they can complete the project by the deadline.

A timetable also provides a clear direction for task completion and keeps everyone involved in the project on the same page. Make sure your timetable includes hours for review, revisions, and approval.

3. Declare Your Budget

Your budget is an integral part of the RFP, as it helps vendors assess whether they can complete the scope of work within the budget constraints and respond accordingly.

Your graphic design cost will be determined by two primary factors:

  • The expertise of the team members who will work on your project
  • The hourly rate of the agency

Read blog posts, online forums, or client reviews that mention project budgets to get a better idea of how much your graphic design project should cost.

4. Define Your Objectives

Define Your Objectives
[Source: Freepik]

Defining your project goals emphasizes your required design services and the scope of your project, whether you want to increase sales or educate potential customers about your brand and offering.

List your primary and secondary objectives as needed. Your graphic design objectives may include the following:

  • Increase the number of qualified leads
  • Increase brand awareness
  • Improve your market presence
  • Engage existing and potential customers

5. Define Your Target Audience

It is critical to define your target audience before starting your graphic design project, be it creating a packaging design for your project, making your logo, or coming up with a new brand font.

To increase engagement and conversions, your graphic design should align with the needs and expectations of your target audience. Make sure vendors understand your target audience by including:

  • User personas
  • Demographic information
  • Purchasing habits
  • Preferred content

6. Establish Your Vendor Selection Criteria

Explain the criteria you'll use to select your vendor in this section of your RFP. Your vendor selection criteria could include agency expertise, years of experience, portfolio, capabilities, and relevant projects.

Clearly stating your selection criteria will assist you in weeding out agencies that cannot provide everything you require.

7. Specify RFP Submission Requirements

Outline the requirements you expect from vendors who want to work on your graphic design project and how they should respond (usually via email).

The following are specific details you should request from vendors:

  • Agency name, email, address, website, and phone number
  • Years of experience, team size, certifications, and awards received by the company
  • Estimated project hours and timeline from start to finish
  • Client testimonials
  • Five of their best, most relevant projects, with links to each case study

8. Provide Your Point of Contact Info

Provide Your Point of Contact Info
[Source: Freepik]

Finish your document by introducing the point of contact for your graphic design RFP. Remember that the more communication channels you have, the better; after all, 40% of people prefer to have multiple options for communicating.

You can also take advantage of this opportunity to emphasize the most critical deadline for your project.

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Graphic Design RFP Template

A web and graphic design RFP template helps you create your request for proposal from scratch. It includes all the essential fields and questions that need to be filled out by the agency.

You can also download a free copy of our graphic design RFP template to the right on this page. Below is an example of what a well-rounded graphic design RFP template should contain:

COMPANY PROFILE

Introduce your company and give a brief background on your business type, market, competitors, key areas of expertise, and unique value proposition.

  • Industry:
  • Mission statement and vision:
  • Products/Services:
  • Target audience/customer types:
  • Main drivers for graphic design needs:

PROJECT NAME & BRIEF

Deliver an overview of your current graphic design, why you are looking to boost your graphic design efforts, what you hope to gain from it, and your ideal project timeline.

List existing graphic design capacities here.

  • The current graphic design team and the solutions they use:
  • Marketing strategy and primary need for graphic design:
  • In which areas of your business do you apply graphic design:
  • Your competitors’ graphic design examples:

SCOPE OF WORK, SPECIFICATIONS & REQUIREMENTS

List the exact type of graphic design project and the outcome you need. Be specific about the kind of design and service you want to receive from the bidder.

For example:

Conceptualize, design, and deliver (in electronic format) compelling graphic-design material that may include infographics, illustrations, policy reports, annual reports, postcards, meeting programs, brochures, social media graphics, web graphics, video editing, email newsletter templates, various other graphic and visual projects.

PROJECT CHALLENGES

Define what challenges your business currently faces that this project will solve. Be as broad or as concise as needed.

PROJECT GOALS

Determine the short- and long-term goals (SMART - specific, measurable, attainable, relevant, and time-sensitive) you wish to achieve with your graphic design project.

Primary objectives:

[Goal 1]

[Goal 2]

Etc.

Secondary objectives:

[Goal 1]

[Goal 2]

Etc.

CANDIDATE QUALIFICATIONS

All bidding vendors must [list the criteria that must be met for a proposal to be considered, for example, their experience and client case studies, team size info, organizational charts, etc.]

1. Resumes: Provide a resume or online portfolio for each individual assigned to the project and designate the primary individual responsible for overseeing the services. Provide all relevant contact information for the primary contact person.

2. Work Examples: Describe relevant past projects and provide examples of prior work. At least two examples should be infographics, including a description of the client’s input that influenced the result.

3. References: Provide 2-4 client references, including a short project description and contact information.

PROPOSAL GUIDELINES

All bidding vendors must list the requirements that each proposal must address, such as budget, timelines, and submission due date.

PROJECT TIMELINES

Outline information about the RFP process's timeline and the project itself — deadlines, milestones, and potential roadblocks.

BUDGET

Specify the budget you have allocated for this project.

SUBMISSION REQUIREMENTS

List other documents agencies and service providers should submit along with their applications. If you have additional questions you'd like them to answer, list them here.

SELECTION CRITERIA

Add the selection criteria based on which the submitted proposals will be reviewed for qualifications.

  1. Expertise and experience of the agency in our niche
  2. Quality of work samples provided
  3. Range of services
  4. Cost

RFP DEADLINE

In this last section, list all the deadlines of the RFP.

Examples:

  • RFP Sent Date:
  • Proposals Due Date:
  • Winner Selected by Date:

Why Do You Need a Graphic Design Request for Proposal?

A graphic design RFP is the first step in identifying the best vendor for a successful graphic design project, regardless of its type or application. It is a valuable tool to help eliminate providers who do not meet the criteria. Additionally, creating a graphic design RFP offers several other benefits:

  • Obtain the best possible price for your project: By sending your RFP to multiple graphic design agencies, you can receive more competitive proposals and secure the best price for your upcoming project.
  • Compare potential graphic design providers carefully: A well-structured RFP document allows you to compare costs, services, portfolio, expertise, capabilities, results, team size, and other criteria to select the best design agency.

How To Evaluate Graphic Design Proposals and Vendors

The evaluation of proposals takes place once the RFP deadline is due. This process should follow the requirements outlined in your RFP and ensure that the company you choose for the project fits your needs. Think of it as a checklist once the proposals are on your desk.

Here are the steps in the evaluation process:

  1. Define the evaluation criteria: Before you start with the evaluation, you must determine the criteria. Use the RFP you’ve sent out to construct these requirements.
  2. Identify the evaluators: Your second step is to find experts who can evaluate the proposals. Think about who has the most experience in your company and whether they’ll be available to work with the vendor. Remember that they should also be impartial to the vendors that have applied to the graphic design RFP.
  3. Prepare the evaluators: Help the experts you’ve chosen conduct a process that will yield results. You can allow the use of certain evaluation tools or help guide them on how they should score the vendors against the requirements. Additionally, provide all the information that can help them look at the proposals objectively, so they make the best possible decision.
  4. Set a deadline: The final step, before the actual evaluation, is setting a deadline for the evaluators. Give them a timeframe by which you expect to see at least a shortlist of the vendors and a final deadline for making your decision on the chosen vendor. This way, they have time to evaluate every proposal to the detail and get your business the best project partner.

Graphic Design RFP Takeaways

A graphic design RFP can help you collect valuable responses from different vendors. It also lets you choose the provider that best fits your business goals.

This RFP checklist can be adapted for a wide range of services or industries, such as:

Use our free graphic design RFP template and start looking for companies that will help take your business to the next level!

We’ll find qualified graphic design agencies for your project, for free.
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