RFP CHECKLIST

A better RFP starts with the decision it must support.

Turn a rewards-platform evaluation into a clear set of evidence requests.

Abstract layered evidence composition representing an enterprise rewards RFP
A direct answer

The practical
view.

A useful enterprise rewards RFP should ask vendors to demonstrate the reward catalogue, recipient journey, governance, analytics/reporting, data requirements, implementation scope and limits of the evidence.

What to consider

A clearer basis for
the next decision.

PROGRAMME

Request the operating model.

Ask vendors to show how a campaign is framed, approved, communicated, delivered and reviewed. Keep the request connected to the actual use case.

  • Audience and eligibility
  • Budget and approval rules
  • Catalogue and choice
  • Redemption and support
REPORTING

Request the readout, not only the dashboard.

A report should make it possible to understand what happened and what the team should do next. Ask for definitions and limitations for each reported signal.

  • Participation and selection
  • Redemption and completion
  • Feedback and exceptions
  • Next-action recommendation
EVIDENCE

Separate current capability from future scope.

Ask vendors to mark what is available now, what needs configuration and what is on a roadmap. This keeps procurement comparisons fair and reduces implementation surprises.

  • Current capability
  • Pilot configuration
  • Roadmap or dependency
  • Owner and acceptance test
Questions leaders ask

Answers for
the next decision.

What should an RFP ask about analytics?+

Ask which campaign events are recorded, how they are defined, who can view them, how reports are exported or shared, and which decisions the reporting is designed to support.

Continue the decision

Explore the parts
that matter next.

India-first programme design

Start with one
focused question.

Bring one audience, one moment and one reporting question. We can shape the conversation around what the organisation needs to learn.