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Service Provider Transition Timing

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RFP Process for HR

  • Format: Self-paced
  • Course Duration: 1 hr 19 mins
  • SHRM Professional Development Credits: 1.25
  • HRCI General Recertification Credits: 1.25
  • Certificate of Completion (after passing quiz)

It’s Friday morning, the end of the work week. Imagine yourself sitting at your computer analyzing employee data. The software keeps crashing and it just doesn’t have the capability you need any longer. You have a big problem. What’s the solution? An RFP (Request for Proposal).

HR departments conduct RFPs regularly across a broad spectrum of HR functions such as benefits, compensation and recruitment with vendors who supply goods and services to support everyday business needs. This course will guide you through the often overwhelming yet rewarding process of implementing an RFP. It’ll show you how to conduct one from start to finish.

As an HR practitioner, you will eventually be involved or possibly manage an RFP process. The overall learning objective is to not only help you understand the process but also enable you to successfully lead it!

HR Jetpack is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP. This program is valid for 1.25 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit

This activity, has been approved for 1.25 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at
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Title: Service Provider Transition Timing
Module: Establish an RFP schedule
Duration: 2:30

The final piece of the puzzle in scheduling is understanding transition time in choosing a new vendor.

In some cases, you can snap new programs and services in with little to know transition time, however for situations involving software, that time may expand greatly. A new vendor may even need to work in tandem or parallel to an existing provider as information is compiled and configured. In the case of HRIS or Talent Software, this is an especially crucial discussion with vendors prior to a formal RFP and needs to be factored in to your schedule or to your implementation process.

Let’s take the example of a new Talent software system implementation. It may take weeks or even months to configure and prepare to move from one software provider to another. You and your organization will need to decide how you want to proceed with potentially running an existing program until the new one is ready.

For a less complex purchase of products or services, it may only necessitate factoring in time after RFP meetings to start utilizing a new deliverable. For example, you may introduce a document scanning product with a shared database. This might be new and may only take a couple of days to introduce, train and utilize.

Now that you have evaluated the different components necessary to build your schedule and execute on your RFP it is time to revisit your timeline.

This time instead of it being backwards it needs to be forwards. So that same timeline may look like this in its final version:

On September 1st, the new vendor begins being used in parallel to existing vendor.

On September 16th, conduct an audit to ensure all systems are working.

On October 1st, you run old and new software in parallel to ensure integrity.

On October 16th, your business transitions to the new system.


Instructor: Mark Fogel

Mark S. Fogel, SHRM-SCP, SPHR, GPHR, is an educator working as a Senior Adjunct Professor of distinction at Adelphi University’s Business School. Mark leads HR classes for MBA and Undergrad students in Staffing, Selection, Compensation and Global disciplines. He has also presented over two dozen times at SHRM national, regional, and local conferences on a...

Mark's Full Bio

SHRM Recertification

HR Jetpack® is an official SHRM Education Partner recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP.

HRCI Recertification

HR Jetpack® is recognized by HRCI as an approved provider to offer credit hours towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification.

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