# Sales kickoff RFP template — what generic templates miss

> Free download from Easy RFP — https://easyhotelrfp.com/tools/sko-rfp-template/
>
> Replace each `___________` with your event details, then email to 6–12 hotels.

## About this template

A sales kickoff is not a regular conference. It's plenary energy + breakout depth + evening showcase + awards moment, often compressed into 2–3 days with 80–300 attendees. Generic RFP templates miss four things SKOs always need: plenary AV that supports the keynote (not just a screen and mic), breakout schedule with parallel sessions (rooms × time slots × capacities), evening venue option that's separate from the daytime space, and awards reception with stage + lighting requirements. This template is built specifically for the SKO archetype.

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## Section 1 — SKO basics

**Why this section:** SKOs have more dimensions than a generic conference (audience splits, partner attendance, theme-driven branding). Capture all of them upfront so hotels can quote production-grade rather than basic-conference.

- SKO theme / title: ___________
- Total attendee count (peak day): ___________
- Sales rep count: ___________
- Manager count: ___________
- Executive count: ___________
- Spouses / partners attending any portion (Yes / No / Some sessions): ___________
- Arrival pattern (e.g. 80% day-1 evening, 20% day-2 morning): ___________
- Departure pattern: ___________
- Number of full days on-site: ___________

## Section 2 — Plenary requirements

**Why this section:** The plenary stage is the SKO's reason to exist. Hotels with weak AV in the main room shouldn't bid; stating these requirements up-front filters them.

- Plenary capacity (theatre-style, full attendee count): ___________
- Stage size required (m × m): ___________
- Stage type (riser / built-up / hotel-fixed): ___________
- Lighting requirements (LED wash / key lights / follow-spot / gobo branding): ___________
- Backdrop space / branded set wall (m wide × m tall): ___________
- Presenter monitors / confidence screens (qty): ___________
- PA system + walk-in music capable: ___________
- Hardline internet to stage (vs Wi-Fi): ___________
- Tech production model (full external production / hotel AV sufficient): ___________
- Rehearsal day / hours before event: ___________

## Section 3 — Breakout requirements

**Why this section:** Without a schedule grid, hotels can't quote AV staffing or coffee-break flow. The grid (rooms × slots × capacity) is the most important diagnostic of how the day actually runs.

- Number of breakout rooms simultaneously: ___________
- Capacity per breakout room: ___________
- Schedule grid (e.g. 4 rooms × 3 time slots × 30 attendees = 360 slot capacity/day): ___________
- AV per breakout room (mic / screen / Wi-Fi / projector): ___________
- Adjacency requirement (same floor as plenary / different floor / different building): ___________
- Setup style per breakout (theatre / classroom / u-shape / pods): ___________
- Refresh time between sessions (15 min / 30 min): ___________

## Section 4 — Awards reception scope

**Why this section:** Awards moment is the emotional peak of the SKO. Hotels can't quote a 200-pax stage+AV+lighting awards dinner accurately as an afterthought.

- Awards reception applicable (Yes / No): ___________
- Capacity for awards dinner (seated / cocktail-and-stand / mixed): ___________
- Trophy presentation stage + dimensions: ___________
- AV needs (video VT playback / music / mic / live camera): ___________
- Lighting (gobos for branding / awards reveal effect / spotlight): ___________
- Dinner style (plated / grazing / family-style / station): ___________
- Number of award categories (typical 6–12): ___________
- Order-of-show (cocktail → seated → first-half awards → main → second-half awards): ___________

## Section 5 — Evening event venue

**Why this section:** Same room day and night burns the audience. Separate evening space (or same room with theatrical reset) is the difference between "another day" and "this is special."

- Separate venue for evening reception required (Yes / No): ___________
- Indoor / outdoor / either: ___________
- Capacity: ___________
- F&B style (passed canapés / stations / plated / family-style): ___________
- Bar (open / consumption / cap): ___________
- DJ / band / live music required: ___________
- Décor / theming budget separate from F&B: ___________
- Weather contingency if outdoor (indoor backup, no extra fee): ___________

## Section 6 — Accommodation

**Why this section:** SKOs need standard room block PLUS executive-tier rooms for leadership. State both.

- Total room-nights: ___________
- Standard rooms (qty per peak night): ___________
- Junior suites (qty): ___________
- VIP suite for CEO / CRO (yes — qty): ___________
- Executive floor block for leadership team (qty): ___________
- Comp ratio requested (typical 1 per 50): ___________
- Ground-floor / accessibility rooms for mobility needs: ___________
- Late-checkout for organiser team (until ____): ___________

## Section 7 — F&B — SKO-specific

**Why this section:** Energy management matters more than at a regular conference. SKOs need coffee every 90 min, lunch that's working-lunch fast, dinner that builds toward the awards peak.

- Coffee breaks every 90 min (count): ___________
- Lunch style (boxed / buffet / family-style — NOT plated 90-min meal): ___________
- Welcome dinner (Day 0 evening): ___________
- Awards dinner (Day 1 or 2): ___________
- Casual close dinner (last day): ___________
- Dietary ratios (vegetarian, vegan, gluten-free, halal, kosher %): ___________
- Hosted bar (window / cap): ___________

## Section 8 — Optional: airport shuttle

**Why this section:** Sales reps from 8 cities will lose 2 hours each to taxi queues. Shuttle saves ~€2,500 of collective time on a 100-pax SKO and reduces no-shows.

- Single primary airport for shuttle service: ___________
- Arrival window coverage (e.g. 16:00–22:00 day 0): ___________
- Departure window coverage: ___________
- Estimated reps using shuttle (% of total): ___________
- Shuttle quote per pax round-trip expected (€): ___________

## Section 9 — Pricing — SKO tiered

**Why this section:** Same tiered structure (rate / rate+group / rate+group+concessions) but ask for a per-attendee fully-loaded number too. CFO will ask for it later — pre-empt it.

- Layer 1 — Rack rate (per room/night): ___________
- Layer 2 — Group rate (no concessions): ___________
- Layer 3 — Group rate + full concessions package: ___________
- Per-attendee fully-loaded (rooms + F&B + meeting + AV) (€/pax): ___________
- Currency + net or gross: ___________
- Quote validity: ___________

## Section 10 — Attrition + cancellation

**Why this section:** SKOs have specific cancellation risks (weather for outdoor reception, sales reorg can drop 20% headcount in 2 weeks). Standard attrition + SKO-specific weather backup.

- Required slippage at 30 days (we ask: ≥ 80%): ___________
- Required slippage at 14 days (≥ 50%): ___________
- Required slippage at 7 days (≥ 20%): ___________
- Force-majeure language (post-COVID standard, deposit refund ≤ 30d): ___________
- Weather contingency for outdoor evening (indoor backup at no extra fee): ___________
- Headcount drop tolerance (sales reorg risk): ___________

## Section 11 — Scoring matrix — SKO weights

**Why this section:** Plenary AV is heavier-weighted than a generic conference because the stage moment is the SKO's reason to exist. Use these weights or override.

- Plenary AV — weight (we recommend 25%): ____ %
- Breakout count + capacity — weight (rec 15%): ____ %
- F&B (energy + dietary) — weight (rec 15%): ____ %
- Total cost — weight (rec 30%): ____ %
- Location (airport / brand fit) — weight (rec 15%): ____ %
- Total: 100%

## Section 12 — Decision timeline

**Why this section:** SKO planning typically runs 4 weeks RFP send to signed contract. Spell it out so hotels know when to chase, not assume forever.

- RFP issued (today): ___________
- Hotel proposal deadline (7 days): ___________
- Site visits with finalists (week 2): ___________
- BAFO round if scores tight (week 3): ___________
- Contract signed by (week 4): ___________

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## How to use this template

1. Copy the template into Word, Google Docs, or any text editor.
2. Walk through your agenda day-by-day before sending — every breakout slot needs a room, AV, and capacity number filled in.
3. Send to 5–8 hotels (SKOs are pickier than generic conferences — fewer hotels, deeper conversations).
4. Insist on site visits before final selection. Plenary AV cannot be evaluated from a deck.
5. Score using the SKO-weighted matrix (plenary AV 25%, not 10%).

## Common mistakes to avoid

- Treating SKO like a generic conference. The plenary moment is everything — under-weighting it leads to a budget-friendly hotel with bad acoustics and a tiny stage.
- Forgetting the awards reception in the initial RFP. Hotels can't quote a 200-pax stage-and-AV awards dinner accurately as an afterthought.
- Skipping airport shuttle pricing. Sales reps coming in from 8 cities will lose 2 hours each to taxi queues; shuttle saves ~€2,500 of collective time on a 100-pax SKO.
- Accepting plenary capacity at "theatre style 120" without confirming line-of-sight from back row. Pillars and chandelier obstructions ruin keynote energy.

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