- Facilitated decision making: objective setting,
consensus building, selection process
- Project management: develop and maintain project plan,
team communication, due diligence documentation
- Diagnostic prior to marketing the plan: review
of plan design, level of outsourcing, optional fee structures, and participant demographics and activity pattern
- Identification
and screening of viable candidates
- Development and distribution of RFP (search) or RFI (benchmark)
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- Evaluation
of proposals: administration and communcation capabilities, resources, services, and fees
- Assistance
with site visits and finalist presentations: agenda, structure, facilitation, documentation
- Review
of service agreements: administration aspects, consistency with proposed structure (in partnership with client's legal counsel)
- Negotation of fees, terms and conditions, and service guarantees
- Conversion
support: strategy, project schedule, subject matter expertise
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