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RFP: 2016 Annual Report Production & Design

Issue Date: January 25, 2017
Submission Date: February 15, 2017

Summary
Women’s World Banking is looking for a creative agency to produce our 2016 annual report in a digital format. This will be a four-month engagement that will include planning, design, and development in close collaboration with the Women’s World Banking team.

About Women’s World Banking
Women’s World Banking is the global non-profit devoted to giving more low-income women access to the financial tools and resources essential to their security and prosperity. For more than 35 years we have worked with financial institutions to show them the benefit of investing in women as clients, and as leaders. We equip these institutions to meet women’s needs through authoritative market research, leadership training, sustainable financial products, and consumer education. Headquartered in New York, Women’s World Banking works with 40 institutions in 29 countries with a reach of 16 million women to create access to finance on a greater scale than ever before.

About the Project
We are seeking a creative partner to plan, design, and develop Women’s World Banking’s 2016 annual report in digital format. Our goal is to create a product that tells the story of Women’s World Banking’s work in during our 2013-16 strategic period and sets the stage for a new phase of work starting in 2017. The annual report will marry dynamic digital content with a visionary letter from our President and CEO to guide the narrative. Our goal is to tell the story of Women’s World Banking’s impact through the narrative as well as through the digital visualization key stats and figures.

The ideal partner will assist with design direction, content production, web development, and analytics (implementation and reporting), pushing us beyond the narrative format that we have used in recent years to embrace a more visual style for our annual report.

Objectives & Responsibilities
The creative partner will deliver a timeline for execution that includes all major milestones throughout the duration of the project, including but not limited to narrative content brainstorm and production, style samples/wireframe, design rounds, development (including mobile optimization and enabling analytics), and QA testing.

Preferred Qualifications
Our preference is for a creative agency with expertise in storytelling through digital platforms, especially telling the story of impact, weaving both narrative and visual formats. The core team should have experience in design and executing for digital channels including coding. We value tenure of existing client relationships in addition to extensive experience developing core content pieces like annual reports. We expect the agency to be successful project managers and apprise us of any issues or budget concerns before they become a problem. We are a nonprofit working at the cutting edge of gender, technology and financial inclusion, so please provide work samples consistent with this identity.

Duration of Consultancy
This consultancy will be a 4-month engagement, starting in February and to be completed by June 1, 2017.

Location of Work
Work can be remote in close collaboration with the Women’s World Banking team based in New York City.

To Apply
Please submit your application by February 15, 2017.

The proposal should include, but is not limited to, the following components:

(1) detailed fee proposal;
(2) timeline to fulfill a deliverable;
(3) proposal of work product; and
(4) project team roles and responsibilities for the project

Apply Now!

Applicants may submit their question(s) in writing until February 15, 2017 to tn@womensworldbanking.org.  Please include in the e-mail subject line “Questions: RFP: 2016 Annual Report”

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This RFP does not guarantee or commit Women’s World Banking to proceeding with the above described work. Due to the overwhelming responses not all candidates will be contacted.

Women’s World Banking is an equal opportunity employer for all regardless of race, color, citizenship, religion, sex, sexual orientation, gender identity or expression, age, disability, veteran or reservist status or any other category protected by federal, state or local law.

 

Q: What is the budget or budget range for this digital annual report?
A: Please provide your rates as well as a budget estimate for producing a report similar to our 2015 Annual Report (http://womensworldbanking.org/annualreport2015/). If you are chosen as a finalist, we can discuss the budget more specifically. It might be closer to USD 30,000.

Q: How should we plan our budget breakdown?
A: This year, we plan to shift the focus from written content to more imagery and graphics, so much less time spent on content edits and layout. Instead, we are looking for content development support to 1) determine the appropriate balance between written content and imagery/graphics; and 2) help us outline the structure of the narrative of this year’s report. If you could provide a budget with this in mind, we can discuss from there.

Q: Do you have a draft of the content / information / data that will be included in the report? If not, will that be available at the start of the project?
A: A draft content outline, including relevant data, will be provided after the initial brainstorm/conception sessions with the creative partner.

Q: Do you have any previous examples of the digital experience we can review?
A: You can find our 2015 Annual Report here: http://womensworldbanking.org/annualreport2015/. Another example of another microsite project by Women’s World Banking can be found: http://www.bankonher.org/.

Q: Is your 2015 annual report a good example of depth / quantity of the content and data you expect to include? http://womensworldbanking.org/annualreport2015/
A: Yes, but this year we will move toward less written content and more imagery and graphics.

Q: Is there a reason that you would not use the firm who created the 2015 report? If so, what were any pain points?
A: We cannot share this information at this time.

Q: Will the report need editable by staff in a content management system?
A: No, we will not require a content management system.

Q: Are there any specific technical requirements?
A: The report will be a microsite hosted on the Women’s World Banking server. It will not require a content management system, but will require full analytics to monitor traffic to the site.

Q: You state that you’re open to working remotely. Will local vendors be given preference?
A: No.

Q: How many proposals do you expect to receive?
A: 5-10

Q: Have you invited specific firms to bid on this project?
A: Yes. We have invited firms with which we have a previous relationship, but they will not be given preference.

Q: What are the top 3 mandatory requirements for the firm you will hire (if any, beyond the Preferred Qualifications listed in your RFP)?
A: Our top requirements are listed above in the RFP.

Q: Will this Annual be a website or part of your site or will they’re be a PDF of it for people to download and print.
A: The report will be a microsite hosted on the Women’s World Banking server. We will not require a PDF and do not plan to print the product.

Q: Will there be embedded videos?
A: We may decide to embed videos, please factor this into the proposal.

Q: Will be there be any other downloadable content?
A: We don’t have specific downloadable content in mind, but are open to this feature if needed.

Q: What is the approval process / team members and rounds for deliverables?
A: The creative agency will work with one point-of-contact and project manager at Women’s World Banking, who will coordinate all Women’s World Banking approvals. The timeline for all approvals and deliverables should be presented at the start of the project and strictly followed through the end of the project.

Q: What time on Wed. Feb. 15 are responses due?
A: Please submit responses by midnight EST.

Q: Is a face-to-face meeting required?
A: No.

Q: In paragraph 2 under “About the Project,” what is meant by “content production”?
A: Content production refers to text and images that will comprise the annual report’s “story.” Please see question below regarding text drafting.

Q: Will Women’s World Banking furnish photos and or videos (both in-house photos and stock photos)?
A: Yes.

Q: Will the 2016 annual report be about the same size and scope as the 2015 report?
A: Yes, but this year we will move toward less written content and more imagery and graphics.

Q: Will there be an illustrative approach? If so, will Women’s World Banking provide the illustrations?
A: Women’s World Banking will look to the creative agency to help determine and execute the design approach.

Q: Will the Women’s World Banking team provide the first draft of the letter from the President and CEO and the text for the annual report sections? Or, do applicants need to research, conduct interviews, and write the text?
A: Women’s World Banking will look to the creative partner to collaborate on determining the narrative approach, structure and tone of the text, but Women’s World Banking will provide first drafts of all texts.

Q: Who is editing the text for consistency in tone and writing style?
A: The scope of the creative partner’s involvement in text editing will be discussed in more detail if your application moves to the next round. Please include a budget for editing in your proposal.

Q:  We are wondering if you will have content to upload yourselves on the backend, or if you would require our developer to do this?
A: As this will be a microsite with permanent text (no need for a content management system), all content will be uploaded by the creative agency.

Q: If as the RFP states, the annual is from 2013 – 2016, does this triple the amount of content shown in the the 2015 annual you sent?
A: To clarify, this is only an annual report for 2016, though the introductory text will highlight achievements from the previous three years. The content amount will be about the same as the 2015 report.

Q: It seems like you have a need for new infographics, from looking at 2015 Annual. Please confirm.
A: Yes, please include infographic development in your proposal.

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