Sales Kickoff (SKO) RFP Template: Free, Editable
Section 1: Event Overview
`` Event name: [SKO 2027 — Acme Inc Sales Kickoff] Event dates: [arrival / event days / departure] Total attendees: [headcount] Single-occupancy vs double-occupancy mix: [%] Room nights total: [estimate] Event objectives (1 paragraph): [strategic priorities] Pre-event setup access: [date / time] Post-event teardown window: [date / time] ``
Section 2: Rooms
```
- Total room availability for these dates?
- Suite availability for executive presenters (count needed: __)?
- Single-occupancy rate?
- Double-occupancy rate?
- Room block attrition policy (% reduction allowed without penalty)?
- Cancellation deadlines and penalties?
- Late check-out availability for departing flights?
- ADA-accessible rooms count?
```
Section 3: Meeting Space and AV
``` Plenary
- Capacity in theater style? Classroom?
- Ceiling height?
- Pillar-free?
- Stage with riser available?
- House AV included (PA, projector, mics)? Itemize.
- Live streaming capability and cost?
- Recording capability and cost?
- AV technician on-site during event (cost per day)?
- Wi-Fi capacity for [headcount] simultaneous + livestream?
- Power redundancy (UPS / generator)?
Breakouts
- Breakout room count needed: [N]. Capacity each: [N]
- Walking time / distance from plenary?
- AV in each breakout (projector, mic, dial-in)?
- Whiteboards / flipcharts included?
- Reset time between sessions?
```
Section 4: F&B
``` Daily F&B per person — itemize:
- Breakfast (full hot buffet expected)
- Morning break (coffee + snack)
- Lunch (working lunch, mixed dietary)
- Afternoon break (coffee + snack)
- Dinner (3-course or buffet — preference noted)
Day 1: [estimated cost / person] Day 2: [estimated cost / person] ...
Special meals
- Welcome reception (date + estimated cost)
- Awards gala dinner (date + estimated cost)
- Executive dinner (small group, date + cost)
Dietary
- Vegetarian, vegan, gluten-free, dairy-free, kosher, halal accommodation policy?
- Surcharges for any of the above?
```
Section 5: Logistics
```
- Airport transfer service availability and cost?
- Recommended ground transportation partners?
- Branding / signage policy (where can we put logos, banners)?
- Loading dock and event-storage access?
- Security / badge-checking staff support?
- Pre-event walk-through window?
- On-site event coordinator dedicated to our event?
```
Section 6: Commercial
```
- Total proposal cost — itemized by category?
- Payment terms (deposit %, milestones, final due date)?
- Cancellation policy at each timeline (90 / 60 / 30 / 14 / 7 days)?
- Force majeure clause?
- COVID / pandemic policy (if not in force majeure)?
- Master account billing setup?
- Cancellation insurance options?
```
How to use this template
Quick answer (40–60 words): Three ways to use: (1) copy/paste into Easy RFP as a custom template (5-minute setup), (2) email directly as a Word/PDF doc, (3) reference as an interview script during site visits. Option (1) gives best response-tracking; option (2) is fastest for first-time use; option (3) supplements either.
FAQ
Q: Can I edit this template? A: Yes — fully editable. Add/remove sections to fit your event.
Q: Does Easy RFP have this built in? A: Yes — "SKO Template" is one of our default templates in Pro and Team tiers.
Q: Should we send this to all 15 vendors? A: Yes — same template to all ensures apples-to-apples comparison.
Q: How long until we get responses? A: Typical: 5–10 business days. Set a deadline in your RFP cover note.
Sources
- General MICE RFP best practices
- Easy RFP /docs/templates/
CTA
Import this SKO template to Easy RFP — included in Pro and Team.