Talent Management RFP: 120 Vendor Questions by Module (Performance, Skills, 360°, Career Paths, Surveys)

December 2, 2025
By Jürgen Ulbrich

More than half of HR buyers regret at least one recent HR tech purchase, often because their RFP missed critical requirements. When you prepare talent management RFP questions in a structured way, you drastically reduce that risk and increase the odds of long-term success.

This guide gives you a complete, practical blueprint: 120 structured talent management RFP questions by module, a 10-step demo script, a simple scoring and TCO reminder, plus short answers to the most common buyer questions. You can plug this directly into your existing template and adapt it to your context.

Here is what you will get:

  • Why generic RFPs fail for talent management platforms
  • How to design your RFP and scoring approach
  • 120 focused questions by module: performance, 360°, skills, career paths, surveys, analytics, AI, integrations, security, implementation
  • A 10-item demo script you can give to vendors
  • A simple weighting model and TCO checklist

Let’s start with your overall strategy, then go module by module so you can build a robust, realistic RFP for your next talent platform.

1. Defining your talent management RFP strategy

Without a clear strategy, even the best list of talent management RFP questions will not help you select the right vendor. You need alignment on objectives, stakeholders, and trade-offs before you send anything to the market.

Gartner has shown that organizations with a structured buying process are 38% more likely to select solutions that fit their long-term needs. At the same time, only 29% of HR teams say their last major platform purchase fully met expectations, according to Brandon Hall Group.

Consider a global fintech company that bought a new performance platform on a tight deadline. IT drove the process. Frontline managers and employees were barely consulted. The tool technically met the RFP checklist but did not fit day-to-day workflows, so adoption stalled and the company had to re-open the market 18 months later.

To avoid this, structure your RFP process first:

  • Engage HRBPs, line managers, IT, legal, and employee reps early.
  • Translate business goals (retention, internal mobility, leadership pipeline) into concrete use cases.
  • Define must-haves vs. nice-to-haves per module and stick to them.
  • Agree on weights per module before you see vendor demos.
  • Plan realistic timelines for RFP release, questions, demos, and final decision.
StepStakeholdersOutcome
Requirements mappingHR, IT, managers, works councilPrioritized checklist and use cases
Demo script creationProject lead, power usersRealistic demo flow per module
Scoring matrix setupSelection committeeObjective, weighted evaluation

If you want a head start on format and structure, you can use a dedicated Talent Management RFP template and adapt it around your internal governance and procurement rules.

Once this foundation is in place, you are ready to dive into module-specific talent management RFP questions that reveal how vendors really work.

2. Performance management & reviews: core talent management RFP questions

Performance and 1:1s are often the first module you roll out, which makes this section of your RFP crucial. Poor fit here will undermine everything else.

Deloitte has reported that agile performance systems can raise engagement by up to 23%. At the same time, Mercer found that 72% of employees prefer continuous feedback over annual reviews. Your questions need to reveal whether a vendor can support this shift.

Imagine a retail chain with 3,000 employees. They wanted quarterly check-ins, lightweight 1:1 notes, and a simple link between goals and compensation. The vendor they almost chose had a rigid annual-review-first design. Detailed questions about workflows and configuration exposed this misfit during the RFP, saving them a painful rollout.

Here are 15 performance module questions you can use:

  • Can we run continuous check-ins alongside annual or bi-annual review cycles?
  • How configurable are review forms by role, department, and country?
  • Can line managers trigger ad-hoc reviews outside standard cycles?
  • Do you support both rating scales and narrative-only evaluations?
  • How do you handle calibration across teams and business units?
  • Can we align and cascade goals using OKRs or similar frameworks?
  • Is goal progress updated manually, automatically, or both?
  • Can managers schedule and document 1:1 meetings within the same system?
  • How are performance notes and feedback surfaced in formal reviews?
  • Do employees get a single, clear view of goals, feedback, and outcomes?
  • How do you support underperformance processes and documentation?
  • Can workflows and notifications adapt to local labor law requirements?
  • What reporting is available for HR, leaders, and managers (drill-down level)?
  • How do you measure adoption and quality of performance conversations?
  • Can you share sample review cycles and configuration from similar clients?
AreaSample questionImportance
Review flexibilityCan we run mid-year and annual reviews in parallel with different forms?High
Feedback toolsCan we log structured 1:1 notes linked to goals and reviews?High
Goal trackingHow do goals link to performance outcomes and reporting?High

Also ask how the vendor supports local documentation and audit requirements in different countries. This matters for disputes, legal challenges, and fairness reviews of performance decisions.

Once top-down and manager-employee processes are clear, expand your RFP to cover multi-rater insights.

3. 360° feedback: questions to test multi-rater depth

360° feedback can amplify leadership development and team trust, but only if you can configure it to your culture and privacy expectations. This is where targeted talent management RFP questions are essential.

Gallup has shown that teams using regular peer feedback can be 12% more productive. Yet RedThread Research found that less than half of platforms provide strong anonymity controls for multi-rater workflows.

A 700-person software company rolling out 360°s for emerging leaders discovered in their RFP phase that one vendor could not run multiple reviewer groups (peers, cross-functional partners, direct reports) with different forms. Their questions about reviewer roles, anonymity, and templates exposed that gap before contract stage.

Use these 12 questions to probe 360° capabilities:

  • Which reviewer roles do you support (manager, skip-level, peers, direct reports, external partners)?
  • Can we configure different question sets for different reviewer groups?
  • How do you handle anonymity thresholds and aggregation rules?
  • Can participants nominate their own reviewers with manager approval?
  • Do you support bulk reviewer assignment for large populations?
  • Can we run multiple 360° cycles at the same time for different cohorts?
  • How are individual reports structured and shared with participants?
  • Can coaches or HR partners access dedicated views for debriefing?
  • Do you provide team or cohort-level analytics while protecting anonymity?
  • Can 360° feedback feed into development plans and goals in the same platform?
  • How do you manage reminders and deadlines for multi-rater surveys?
  • Can you show examples of 360° programs at similar company sizes and industries?
FunctionalityVendor A responseVendor B response
Custom reviewer rolesFull configuration per groupManager/peers only
Anonymity controlsThresholds and role-based rulesBasic masking
Multi-cycle schedulingSeparate timelines per cohortSingle global cycle

If you already use standalone survey tools, ask how 360° results can be combined with engagement data to spot systemic leadership strengths and gaps.

With performance and feedback covered, the next step is skills: the backbone of modern talent management.

4. Skills & competency frameworks: critical RFP questions

Skills data powers workforce planning, internal mobility, and learning. Weak skills functionality will limit long-term ROI, even if the rest of your talent suite looks strong today.

LinkedIn’s Workplace Learning Report has shown that skills-based organizations can fill roles 50% faster. Yet only around one-third of HR leaders feel confident in their current skills taxonomy, according to research from the Josh Bersin Company.

An automotive manufacturer moving from job titles to skills-based staffing saw this first-hand. They chose a system that supported a rich skills library, proficiency levels, and links to training. As a result, they cut time-to-fill for key roles by months, largely thanks to better visibility of internal skills.

Here are 15 skills- and competency-related talent management RFP questions:

  • Do you provide a pre-built skills taxonomy, and how extensive is it?
  • How easy is it to add, merge, or retire skills as our business evolves?
  • Can we import our existing competency models and job architecture?
  • How are skills linked to roles, job families, and levels?
  • Do you support proficiency levels with clear behavior indicators?
  • Can employees self-assess skills, and can managers validate or adjust?
  • Do you allow evidence uploads or links (projects, certifications) to prove skill levels?
  • How do you avoid duplicate or overlapping skills in large organizations?
  • Can we view skill gaps at individual, team, and organization level?
  • Do you integrate skills with learning systems to suggest targeted content?
  • Can skills drive internal job recommendations and career paths?
  • How frequently is your core skills taxonomy updated?
  • Can we export skills data for analysis in BI tools?
  • How do you support multilingual skills and role definitions?
  • Do you provide best-practice templates for common roles (engineering, sales, operations)?
FeatureSupports dynamic updates?Integrates with LMS?
Skills libraryAdmin UI + APIsYes, via catalog sync
Competency modelsVersion control supportedLinked to learning paths
Skill evidenceAttachments and linksCompletion data reused

Deep skills functionality underpins advanced use cases like strategic workforce planning and internal marketplaces. Your talent management RFP questions should make clear how you intend to use skills data in the next 3–5 years, not just today.

Once skills are in place, you can meaningfully address career paths and internal mobility.

5. Career paths & internal mobility: questions that protect retention

Transparent career paths are now a major driver of retention and fairness. SHRM reports that companies with strong internal mobility paths see around 41% lower regrettable attrition.

Yet many HRIS platforms only offer static job descriptions or PDF career frameworks. A Visier report on large enterprises found that only about half had usable, embedded career pathing features.

A biotech scale-up facing high turnover among scientists used its RFP to prioritize dynamic career paths. They asked vendors to demonstrate AI-driven role suggestions and skill-based transitions. Within a year of rollout, their internal moves increased significantly and resignation rates dropped, especially among early-career talent.

Use these 12 questions to probe internal mobility capabilities:

  • Can employees view visual career paths for their role and related roles?
  • Can we configure both vertical and lateral career moves?
  • How are required skills and gaps displayed for target roles?
  • Do you suggest roles to employees based on their skills and interests?
  • Is there an internal job board integrated with profiles and skills?
  • Can employees signal career interests or mobility preferences privately?
  • How do managers see potential internal candidates for open roles?
  • Can we track internal mobility metrics by department and demographic group?
  • How are learning recommendations tied to desired future roles?
  • Do you support succession planning views for critical roles?
  • Can HR and leaders run talent reviews using shared data (performance, potential, skills)?
  • What adoption and usage benchmarks can you share for internal mobility features?
FeatureVendor AVendor B
Career path visualizationInteractive, skill-basedStatic PDFs
Role suggestionsAI-based, updated regularlyManual search only
Learning linkageDynamic learning pathsSeparate LMS required

If DACH regions or other regulated markets matter to you, request examples of how vendors handle internal postings, transparency obligations, and works council expectations around mobility.

With growth and mobility planned, you can now turn to engagement and analytics to close the loop.

6. Engagement surveys, analytics & AI: questions for real insights

6.1 Engagement & survey modules

Many organizations already run surveys, but struggle to turn results into action. Research from providers like Qualtrics indicates that companies who act on survey results are roughly twice as likely to improve engagement year over year. At the same time, around two-thirds of HR leaders say lack of actionable insight is their top frustration.

A logistics company with thousands of drivers and warehouse staff used their RFP to insist on action-planning features, not just dashboards. They now auto-assign action items to managers when scores dip, with clear accountability and follow-up reminders.

Include at least these 15 engagement-related talent management RFP questions:

  • What types of surveys do you support (engagement, pulse, lifecycle, manager, DEI)?
  • Can we target specific populations (location, role, tenure, shift)?
  • Do you provide a question library with validated items and benchmarks?
  • How configurable are scales, labels, and comment options?
  • Can we run anonymous and identified surveys in the same platform?
  • How do you protect anonymity for small teams while enabling useful insights?
  • What real-time analytics do managers and HR get?
  • Do you support action plans linked to survey drivers?
  • Can we track completion and progress of action plans over time?
  • How do you visualize trends across multiple survey cycles?
  • Can survey data be combined with performance and attrition data?
  • Can managers receive coaching tips based on their team’s results?
  • Do you support multi-language surveys and right-to-left scripts?
  • How do you handle survey fatigue and smart sampling?
  • What best practices or benchmark data can you share for our industry?
Survey capabilityActionable analytics?Action planning tools?
Engagement surveyDriver analysis, heatmapsTemplates per driver
Pulse checksTrend views per teamOwner assignments
Anonymous feedbackTheme detectionOptional follow-up tasks

Once survey basics are covered, you can evaluate deeper analytics and predictive features, including AI assistants.

6.2 Predictive analytics & AI assistant evaluation

Vendors increasingly emphasize AI and predictive analytics in their proposals. Buyers, however, struggle to separate marketing language from real value. An MIT Sloan analysis found that most executives demand clear explanations of AI decision-making before they trust it.

At the same time, industry studies suggest fewer than half of HR tech vendors are transparent about their models and bias mitigation efforts. This is where well-structured talent management RFP questions are essential.

A pharma company recently asked short-listed vendors to walk through how their attrition risk predictions work. Two vendors admitted their “AI” was in fact a simple rules engine with no statistical basis. That clarity only emerged because the buyer probed beyond the buzzwords.

Ask at least these 15 questions about analytics and AI:

  • Which predictive models do you provide out of the box (attrition, promotion risk, engagement)?
  • How are these models built (rule-based, statistical, ML)?
  • Which data sources feed into each prediction or recommendation?
  • Can we see a plain-language explanation of why a specific prediction was made?
  • Can we adjust or switch off individual predictors if needed?
  • What options do we have to override or correct AI suggestions?
  • How do you monitor and mitigate bias in your models?
  • Can you share documentation of fairness tests or external reviews?
  • Where is model training data stored and processed?
  • Who owns the models and derived insights, us or you?
  • Can we restrict use of certain personal data fields in your models?
  • How often are models retrained and on what data?
  • Do line managers get clear, practical recommendations or only scores?
  • Can we export analytics data into our BI tools for independent analysis?
  • What guardrails and approvals exist around automated decisions or nudges?
AI claimTransparent explanation?Bias controls present?
Attrition predictionFeature-level explanationDocumented bias tests
Role recommendationsHigh-level summary onlyNo published controls
Performance insightsManager-facing tooltipsFairness thresholds configurable

Dedicated HR assistants, such as assistants that summarize feedback or suggest actions, can be powerful but need especially close scrutiny around privacy, training data, and override controls.

After analytics and AI, your next group of talent management RFP questions should focus on how the platform connects to the rest of your tech stack and how it protects your data.

7. Integrations, security & implementation: readiness checklist

7.1 Integrations across HRIS, ATS, LMS & collaboration tools

Disconnected systems create manual work, errors, and frustration. Josh Bersin’s research has indicated that HR teams can lose up to 18 hours a month to manual data sync when integrations are weak.

A fast-growing e-commerce business only realized the cost of missing integrations when managers had to maintain separate tools for performance feedback and learning assignments. In their next RFP, they made “native integration with core HRIS and collaboration tools” a non-negotiable requirement.

Include at least these 12 integration questions:

  • Which HRIS/HRM systems do you offer certified, pre-built integrations with?
  • Do you integrate with major ATS solutions for internal/external candidate data?
  • Which LMS platforms do you connect to, and at what depth (enrollment, completion, catalog)?
  • Do you have native integrations with Slack, Microsoft Teams, or similar tools?
  • Is there an open REST API with documentation and SDKs?
  • Can we create custom events or webhooks for key actions (review completed, goal updated)?
  • How frequently can data be synced (real-time, hourly, nightly)?
  • Can we control which fields are primary from which system (system of record)?
  • Who is responsible for building and maintaining integrations (vendor, partner, in-house)?
  • What monitoring and alerting do you provide for integration failures?
  • How do you handle version changes in integrated systems?
  • Can you share typical integration timelines and effort for companies of our size?
System integratedNative connector?Real-time sync?
HRISYes, template-basedYes, for key fields
ATSYes, via partner connectorEvent-driven
Slack/TeamsYes, app store listingNotifications and actions

Once your integration expectations are clear, move to security and compliance, ideally co-owned with IT and legal.

7.2 Security & compliance (GDPR, SSO, audit logs, data residency)

Security is no longer only an IT concern. HR data is sensitive and heavily regulated. According to EU data protection authorities, GDPR-related fines exceed billions of euros across sectors, and HR data is a frequent focus in audits.

In a PwC Digital Trust survey, more than 40% of organizations reported issues in audits due to unclear vendor data controls. Your RFP must surface how vendors manage identity, access, logging, and retention.

Ask at least these 15 security and compliance questions:

  • Where is our data stored geographically, and can we choose data residency?
  • What certifications do you hold (ISO 27001, SOC 2, etc.)?
  • Do you support SSO via SAML or OpenID Connect?
  • Can you provision and deprovision users automatically via SCIM or similar?
  • How granular are role-based permissions and access controls?
  • Do you provide detailed audit logs for admin and user actions?
  • How long are audit logs retained, and can we export them?
  • What encryption standards do you use at rest and in transit?
  • How do you handle data subject rights under GDPR (access, rectification, deletion)?
  • Can we configure data retention policies per country or legal requirement?
  • How do you separate client data in multi-tenant environments?
  • What is your process and SLA for incident response and breach notification?
  • Do you support pseudonymization or masking for analytics use cases?
  • Can we run security assessments or penetration tests, and under what conditions?
  • How do you manage subcontractors and sub-processors handling our data?
Security featureVendor AVendor B
SSO & SCIMBoth supported, documentedSSO only
Audit logsExportable, API accessCSV on request
Data residencyEU and US optionsSingle global region

Once your security expectations are explicit, you can focus on what often decides success in practice: implementation and support.

7.3 Implementation & support

Even the best platform design fails without strong onboarding, change management, and support. Prosci’s research on change projects suggests that organizations with robust change management are up to 70% more likely to hit their objectives. At the same time, Sapient Insights has found that almost two-thirds of HR buyers blame poor implementation support when projects run late.

A global NGO rolling out a new talent suite demanded a named project manager, weekly status calls, and a clear RACI for configuration and testing. As a result, they went live earlier than planned and had high manager adoption from day one.

Here are 14 implementation and support RFP questions:

  • What is your typical implementation timeline for an organization of our size?
  • Which project roles do you provide (project manager, solution consultant, technical consultant)?
  • What do you expect from our side in terms of project team and time commitment?
  • Can you share a standard implementation plan with milestones?
  • How do you handle configuration vs. customization?
  • What training formats do you offer (live, on-demand, train-the-trainer)?
  • Do you provide role-based training for admins, managers, and employees?
  • In which languages is support and documentation available?
  • What are your support SLAs (response and resolution times) by severity?
  • How can we contact support (ticket, chat, phone) and during which hours?
  • Do you offer a customer success manager or similar long-term contact?
  • How do you manage feature requests and share product roadmaps?
  • Can you provide 2–3 references of similar customers in our region and industry?
  • What happens at renewal: how do we review adoption, usage, and ROI together?

The next step is to bring everything together with a practical demo script and scoring model so you can compare vendors objectively.

8. Mini demo script (10 scenarios vendors should walk through)

A well-crafted demo script ensures vendors show how they solve your real-world problems, not only polished slides. Share this script with short-listed vendors and ask them to follow it closely.

  1. Show how a manager and employee set, update, and review goals over a full cycle, including a 1:1 check-in and formal review.
  2. Demonstrate launching a 360° feedback process for a leader, including reviewer selection, anonymity setup, and the final report.
  3. Display an employee’s skills profile, including self- and manager-assessment, and show how gaps are identified.
  4. Map that same employee to potential career paths and open internal roles based on skills and performance.
  5. Launch an engagement survey, illustrate targeting options, and show how managers see results and create action plans.
  6. Generate a predictive attrition or risk report for a team, explain the factors behind a specific risk score, and show how managers should act on it.
  7. Show how your platform integrates with HRIS and LMS, including a live or simulated data sync (e.g., new hire created, course completion).
  8. Walk through GDPR and security settings, including permission roles, audit logs, and a data subject request.
  9. Simulate onboarding a new admin, accessing training resources, and configuring a new review cycle.
  10. Illustrate an end-to-end support journey for a critical incident: ticket creation, escalation, communication, and resolution.

Ask each vendor to keep slide time short and focus on live scenarios in the product. Encourage your managers and HRBPs to attend and score what they see against your pre-agreed criteria.

9. Scoring model & TCO reminder

To avoid bias and “demo glow,” use a simple scoring matrix aligned with your priorities. One example weighting for talent management RFP questions is:

  • Performance & 1:1s: 25%
  • Skills & competencies: 20%
  • Career paths & internal mobility: 15%
  • Engagement & surveys: 10%
  • Analytics & AI assistant: 10%
  • Integrations: 10%
  • Security & compliance: 5%
  • Implementation & support: 5%

Each module can be scored on criteria like fit, usability, configurability, and risk. Multiply scores by the weights and compare across vendors.

Do not forget total cost of ownership (TCO). License fees are only one part of the equation. In your RFP and internal approval, include at least these line items:

  • Annual license or subscription fees (including future modules if planned)
  • Implementation and configuration services
  • Integration work (vendor, third-party, or internal teams)
  • Training (admins, managers, employees)
  • Ongoing support or customer success packages
  • Data migration and historical data imports
  • Customization or development of unique workflows
  • Change management and communication costs

With clear questions, scripted demos, structured scoring, and a full TCO view, you can run a robust, defensible vendor selection process.

Conclusion: building a smarter talent management RFP

Targeted, module-specific talent management RFP questions help you move beyond generic feature lists and uncover how vendors truly support your processes. When you focus on workflows, configurability, and real use cases, you see quickly who fits your needs.

AI and predictive analytics deserve special scrutiny. Ask vendors to explain models in plain language, show their bias controls, and demonstrate how managers will use the insights day to day. A transparent answer here is a strong indicator of long-term trust.

Integration, security, and implementation may feel secondary at first, but they often decide whether people use the system or avoid it. Dig into those areas with the same discipline you apply to performance or skills modules.

As talent platforms evolve with new AI capabilities and deeper analytics, you can revisit and refine your RFP annually based on real usage. Capture what worked, where adoption lagged, and which questions you wish you had asked. That learning loop will keep your talent stack aligned with your strategy, not just with the latest buzzwords.

Frequently Asked Questions (FAQ)

What questions should I ask in a talent management RFP?

Cover all key modules: performance management and 1:1s, 360° feedback, skills and competency frameworks, career paths and internal mobility, engagement surveys, analytics and AI, integrations, security, and implementation. Focus on workflow details, configurability, and real examples from similar clients. Good talent management RFP questions reveal how the vendor supports your day-to-day processes, not only their feature list.

What are must-have features in modern talent management systems?

Must-haves usually include continuous performance cycles, configurable review workflows, rich skills and competency models, interactive career paths and internal job boards, engagement and pulse surveys with action planning, meaningful analytics, and strong integrations with HRIS, ATS, LMS, and collaboration tools. Enterprise-grade security, SSO, and clear data retention controls are also essential, especially for global organizations.

How do I evaluate vendor claims around AI or predictive analytics?

Ask vendors how each prediction or recommendation is generated, which data is used, and how they test for and mitigate bias. Request documentation and concrete examples. Have them demonstrate predictions on realistic or anonymized data. Evaluate whether managers get understandable, actionable guidance instead of only scores or complex charts. Where relevant, compare claims with independent research such as work published in MIT Sloan Management Review.

How long does it take to implement a new talent management platform?

Timelines vary by scope. For smaller organizations with limited integrations, you might see a rollout in 4–8 weeks. For larger enterprises with multiple regions, works councils, and complex integrations, 3–6 months is common. Ask vendors to share typical timelines for organizations like yours and to outline a standard project plan with milestones for configuration, testing, training, and go-live.

What should I know about data migration and portability?

Clarify which historical data you want to migrate: past reviews, goals, survey results, or only core HR data. Ask vendors how they handle bulk imports, data cleansing, and mapping from legacy systems. Ensure you can export your data in open formats if you ever leave the platform, and confirm how they support data subject rights and deletion requests under regulations such as GDPR. This protects your flexibility and compliance over time.

Jürgen Ulbrich

CEO & Co-Founder of Sprad

Jürgen Ulbrich has more than a decade of experience in developing and leading high-performing teams and companies. As an expert in employee referral programs as well as feedback and performance processes, Jürgen has helped over 100 organizations optimize their talent acquisition and development strategies.

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