RFP planning

Custom eLearning RFP template

A strong eLearning RFP helps vendors give useful answers. Include the learning goal, audience, source materials, course type, LMS needs, accessibility expectations, timeline, review process, and what success looks like.

RFP essentials

  • A vague RFP leads to vague pricing and mismatched proposals.
  • A useful RFP explains the learner task, not just the topic.
  • PCG can respond more accurately when the RFP includes source materials, LMS requirements, review expectations, and launch needs.

What to include in the project overview

Start with the business problem, learner audience, course goal, expected delivery format, and why the training is needed now. Include whether the project is new development, a rebuild, an ILT conversion, a Captivate conversion, or a Storyline build.

This helps vendors understand whether the work is mostly instructional design, production, LMS publishing, media, or all of the above.

Project team organizing requirements for a training proposal
A project team organizes the requirements vendors need to scope a training proposal.

What to include in the scope

List the number of courses or modules, estimated seat time, available source materials, desired interaction level, assessment needs, video or voiceover needs, accessibility expectations, translation requirements, and LMS publishing requirements.

Also identify whether the project should use Storyline, whether existing material needs to be converted, and whether Moodle support is needed.

What to ask vendors

Ask vendors to describe their instructional design process, tools, review workflow, LMS testing approach, accessibility process, communication cadence, revision assumptions, and examples of related work.

For serious custom eLearning, ask how they handle practice, feedback, branching, simulation, and learner performance.

How to make responses easier to compare

Ask each vendor to separate instructional design, development, media, LMS support, project management, and optional services. This makes pricing easier to compare and helps you see what is included.

A good RFP does not need to be long. It needs to be clear enough that the vendor can recommend the right approach instead of guessing.

Need help applying this to a real project?

Send the project goal, audience, materials, timeline, and review needs. PCG can recommend a realistic path forward.

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