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ASK YOUR QUESTION
WHAT DOES THE CONSULTING
SOURCING PROCESS LOOK
LIKE?
The steps in the consulting
sourcing process are very
similar than in any other
category.
Let’s have a closer look at the
most value-creating steps…
When you define your needs…
Remember to…
• Focus on the problem to solve, not the purchase
• Give some background about who you are
• Explain the context of the assignment
• Detail your expectations in plain English
• Be transparent on the RFP process
When you look for the right
consultants…
Remember to…
• Define the “Consulting DNA” you need
• Prioritize your list of characteristics
• Find the right sources to find new players
• Spot the partner that has the right skillset
• Check the references
When you review the proposals and
select the winner…
Remember to…
• Take your time – it is an important step
• Make sure the consultants have the right skills
• Assess the fit with your teams
• Ask for a presentation for the most promising
proposals
• Find a consensus with your colleagues on the
But let’s not forget something…
Consultants are not always
responsible for the failure of a
project
One of the most common
mistakes when using
consultants is to drop the ball
when comes the end of the
project.
Reports gets shelved.
Information is poorly transferred.
People opposing the project step-in
to torpedo it one last time.
Making sure the results will stick
require a specific attention…
But that’s also an efficient way to make
sure the project delivers the impact you
expect,
Hélène Laffitte
Cofounder & CEO
• Consulting Sourcing Expert
• Author of Smart Consulting
Sourcing
• MBA Columbia Business School
Want to learn more?
Contact me & start creating
more value.
+1 (646) 477 5953
Follow us on the web
CREDITS PHOTOS FROM UNSPLASH
Slide 2 – Sam 🐷
Slide 8 - Olga Guryanova
Slide 9 – Bruce Mars
Slide 11 – Guillaume de Germain
Slide 12 - Anne Nygård
Slide 13 – Shane Rouncet

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The Coffee Bean & Tea Leaf(CBTL), Business strategy case studyThe Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
 

Consulting sourcing process steps and common mistakes to avoid

  • 1. ASK YOUR QUESTION WHAT DOES THE CONSULTING SOURCING PROCESS LOOK LIKE?
  • 2. The steps in the consulting sourcing process are very similar than in any other category.
  • 3.
  • 4. Let’s have a closer look at the most value-creating steps…
  • 5. When you define your needs…
  • 6. Remember to… • Focus on the problem to solve, not the purchase • Give some background about who you are • Explain the context of the assignment • Detail your expectations in plain English • Be transparent on the RFP process
  • 7. When you look for the right consultants…
  • 8. Remember to… • Define the “Consulting DNA” you need • Prioritize your list of characteristics • Find the right sources to find new players • Spot the partner that has the right skillset • Check the references
  • 9. When you review the proposals and select the winner…
  • 10. Remember to… • Take your time – it is an important step • Make sure the consultants have the right skills • Assess the fit with your teams • Ask for a presentation for the most promising proposals • Find a consensus with your colleagues on the
  • 11. But let’s not forget something… Consultants are not always responsible for the failure of a project
  • 12. One of the most common mistakes when using consultants is to drop the ball when comes the end of the project.
  • 13. Reports gets shelved. Information is poorly transferred. People opposing the project step-in to torpedo it one last time.
  • 14. Making sure the results will stick require a specific attention… But that’s also an efficient way to make sure the project delivers the impact you expect,
  • 15. Hélène Laffitte Cofounder & CEO • Consulting Sourcing Expert • Author of Smart Consulting Sourcing • MBA Columbia Business School Want to learn more? Contact me & start creating more value. +1 (646) 477 5953 Follow us on the web CREDITS PHOTOS FROM UNSPLASH Slide 2 – Sam 🐷 Slide 8 - Olga Guryanova Slide 9 – Bruce Mars Slide 11 – Guillaume de Germain Slide 12 - Anne Nygård Slide 13 – Shane Rouncet

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