---
title: RFP Module Implementation Checklist
description: "*This article assumes that users have already been set up. For more information on setting up users see [Internal User Roles & Responsibilities](http://Internal User Roles & Responsibilities). For more information on the RFP & DDQ Module, see [RFPs & DDQs](https://learn.assette.com/docs/rfp-module-basics/).*…"
url: "https://learn.assette.com/docs/assette-rfp-module-implementation-checklist/"
updated: "2025-08-07"
category: Users / Tutorials
---

# RFP Module Implementation Checklist

*This article assumes that users have already been set up. For more information on setting up users see [Internal User Roles & Responsibilities](http://Internal User Roles & Responsibilities). For more information on the RFP & DDQ Module, see [RFPs & DDQs](https://learn.assette.com/docs/rfp-module-basics/).*

This template outlines all required steps to implement the Assette RFP Module in your environment. Each step includes a **What**, **Why**, and **Action Items** section to guide your team through setup and configuration, with clear accountability and documentation checkpoints.

## Subject Mater Expert (SME) Setup

**What**: Involve subject matter experts to review data integration, content accuracy, and response language.
**Why**: SMEs ensure all provided answers, both structured and narrative, are technically accurate, compliant, and reflect the firm’s current positioning.
**Action Items**:

- Assign SMEs for key content areas. See
- Review draft answer blocks in the RFP interface.
- Validate data alignment and embedded narrative.
- Approve content for internal use.

## Ingest Marketing Collateral and Prior RFPs

**What**: Upload key sales and marketing documents and incorporate past RFP responses.
**Why**: Leveraging existing approved material accelerates the time to value and reduces the manual effort needed to build the response library.
**Action Items**:

- Submit pitchbooks, factsheets, and presentation materials.
- Upload prior RFPs completed within the last 12–24 months.
- Tag and map content for relevance and reuse.
- Confirm visibility in the response generation interface.

## Optional – Qualitative Data Setup

**What**: Configure qualitative data such as firm overview, strategy narratives, and personnel biographies for structured use in RFP responses.
**Why**: Although not required, setting up this qualitative information as structured content allows for more accurate, consistent reuse and reduces dependency on static documents or ad hoc writing.
**Action Items**:

- Review and curate firm-level narratives (e.g., history, philosophy, compliance).
- Identify key strategies and write standardized descriptions.
- Create or update bios for investment professionals and firm leadership.
- Organize content into retrievable blocks or narrative objects.
- Validate where and how qualitative content appears in RFP responses.

## QA and Initial Testing

**What**: Conduct structured quality assurance testing across module components.
**Why**: Testing validates that all parts of the RFP Module—launcher, data retrieval, formatting, and content—work as intended before general use.
**Action Items**:

- Complete defined test cases using actual data.
- Validate output formatting and accuracy.
- Report and resolve issues in collaboration with Assette.
- Sign off on initial configuration.

## Training and Transition

**What**: Train internal users on how to use the RFP Module and establish ownership for ongoing maintenance.
**Why**: Proper training ensures user adoption and system sustainability by empowering your team to manage content updates and data changes.
**Action Items**:

- Schedule training sessions with Assette (live or recorded).
- Provide documentation and usage guides internally.
- Assign module owners or administrators.
- Confirm readiness for go-live.

## Additional Resources

For additional help or reference throughout the implementation process, visit:

- [RFPs & DDQs](https://learn.assette.com/docs/rfp-module-basics/)
- [Uploading an RFP to the Assette](https://learn.assette.com/docs/uploading-an-rfp-to-the-assette/)
- [Qualitative Info](https://learn.assette.com/docs/quantitative-qualitative-data-sets/)
- [Editing an RFP Answer](https://learn.assette.com/docs/editing-an-rfp-answer/)