Before requesting a team building proposal, be sure that you can answer the following questions. This list is based on information that is often missing when team building proposals are requested.
- Do we need facilitated team building or a recreational team event?
Many companies request team building when they are actually organizing recreational team events.
- What are our objectives?
Your objectives should drive program selection.
- How many team members are participating?
This will have a direct impact on the price per person.
- What is our budget and what does it include?
(e.g. facilitation, meeting venues, event transportation, catering)
- What are our preferred dates?
Have 2 or 3 options. Don't lock in your dates until you have selected a service provider.
- Do need on-site or off-site team building?
Don't book event venues, hotels or resorts until the decision maker selects the program and the team building consulting firm identifies required facilities.
- Do any team members have physical challenges?
This will have an impact on the selection of team-building simulations and meeting facilities.
- What has the team already done?
There is no point in gathering duplicate proposals.
- How much time have we allocated for team building?
For team building simulations, allocate a minimum of 1 day and a pre-briefing. Less than half a day is rarely realistic.
- How much time do we need for business meetings?
This is important for scheduling.
Extremely Important Questions:
- Who will make the final decision?
- What is the decision-making criteria?
- When will a decision be made?
There is no point in gathering proposals unless your inquiry is serious.
These questions will help you create a checklist to ensure that you receive accurate and timely proposals with recommendations for business simulations and meeting facilities that will meet your needs.