I expect this to be pro forma to Judith and Mike, but this is the opportunity add any other key staff as needed; but it is better for this to be as a small team as possible.

If an RFP Writing Team is needed, create it here and secure meaningful time commitments from these people. I expect that their work will be, Reading assignments from the Project Managers (Judith and Mke). Attending virtual planning meetings and coming to these fully prepared to discuss details of project management and make collaborative decisions on RFP development, participate in any asynchronous activities such as brainstorming. And review and comment on drafts of the RFP.

I expect these are already known as Judith articulated, but these general time frames need to be known to the entire team working on RFP development. I see this as a short, simple communication and, probably, pro forma agreement. This team needs to know both the RFP development timeline and the timeline for the strategic plan development.

This is to be a broadly defined list of work products you might like to include as 'deliverables' in the final RFP; but this is just a beginning. Later, the Writing Team will build out this list in considerable detail. At that time we will separate this brainstorm into 'Must-Have', 'Nice-to-Have', and 'Not-Needed' categories. For example, this tentative list of deliverables could include, Stakeholder needs assessment. SWOT or modified SWOT analysis. Performance assessment of the current plan. Detailed Fit-to-Purpose assessment of the current pan. Contractor's recommendations for plan management/implementation or ongoing consultation. Recommendations (or a plan) for monitoring and evaluating implementation and performance of the new plan. etc.

Simple list of decision points with needed approvals at each point that the RFP must go through. For example, Project Manager (Judith) Project Planning Team NABCI ExCom AFWA leadership AFWA legal AFWA financials Stakeholders (if included, they would likely be in a 'keep informed' category, not a decision making role) NABCI funders/grantors (again, most likely a 'keep informed' category, not a decision making role)

Vision Statement

Mission Statement

Value Proposition

Goal I

Goal II

Goal III

Decide if this is the right time to 'Look Back' at implementation successes of Actions and Tasks in the current plan. Propbably use a combination of asynchronous and synchronous tools. But, this will be a large work effort, not one I have included in this budegiting propsal.

For example, Develop a work plan? Define stakeholder involvement requirements? Reporting requirement? 'Look Back' Aanalysis 'Look Forward' Analysis Facilitator (includes conflict resolution) of decision making by the Writing Team or other NABCI groups? Meeting convener and platform provider? Write the drafts of the evolving plan? Provide secondary staff like note takers, adjunct facilitators in the meetings are large, etc.

Decide between specifying a desired format versus letting the contractor propose a format. If your last plan is sufficient, just use that format again. Decide if there are any ancilliary products you want your contractor to create once the plan is final (.e.g., a video presenting the plan to your community, interactive posting on your website, brochure, webpage copy). Convert these to explicit deliverables in the RFP. Decide if you need any special chapter needs (e.g., historical review of NACBI, list of past accomplishments, list of testimonials from affected customers and partners). Convert these to explicit deliverables in the RFP.

This is the place to decide, What chapters you want in the final plan. How far down in the plan hierarchy you want the contractor to include in his/her research, facilitations, and plan writing, Vision Mission Value proposition Goals Sub-goals Actions Tasks

Plan content deliverables

Work plan

Reporting expectations, mechanisms and protocols for contractor and interactions with NABCI leadership

Plan for mid-course changes

Interim (milestone) work products

Contractor experience requirements

Payments

Format

Work assignments

Internal review process

As defined in Activity 2.5.

Define contractor selection process

Create solicitation Materials

Solicitation for proposals

Review of proposals

Contractor selection

Contracting