Critical Items for an RFP

[ljohnston]

Critical Items for an RFP

Pre-session Discussion*
• Discuss expectations
• Targeted goals
• Evaluation procedure
• OEM contact information
• Needs assessment

Strategy of Training
• Train-the-trainer
• How you handle shift training
• Who does the training (trainer vs. service tech or sales rep)
• Pre/post work
• Follow-up process

Cost
• Labor hours
• T&E
• Materials

Materials/Targeted dates for delivery of them*
• Manual (user-friendly)*
o How to use the manual
o General glossary of terms/acronyms
 Labeling of components
o Supplier contact info (front)
o Safety overview at beginning of training (and manual) and
reinforced throughout with icons. Content MUST include:
 Use of safety icons/symbols
 Description of icons
 Safety practices/procedures including pictures
 LOTO procedures
 PPE
o Alarm code/errors
o Component labeling
o Lube points color coded
• Overview video/CD/DVD/eLearning
• Job specific materials (Ex. Operator, mechanic, electrician etc.)
• Job Performance Aids –
o Troubleshooting guide, checklists*
o One-Point Lessons
o Standard Operating Procedures
• Instructor’s guide

Lesson Plans*
• Course Content
• Prerequisites skills
• Time/Number of participants
• Evaluation Procedures
• Course objectives (measurable and task based)

Time (length of class) procedures*
This should be mentioned for each group of trainees

Comprehensive Assessment/Evaluation*
• Written,
• Task checklist
• Hand-on performance based, etc.
• Course Feedback