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Subcontracting SuccessMarcy Phelps
Phelps Research
AIIP 2015
mphelps@phelpsresearch.com
Twitter: @marcyphelps
Subcontracting Success
 Why?
 What?
 When?
 Who?
 How?
Why?
IT WORKS!
Client Contractor Subcontractor
Richer product Added value Learn new skills
Faster service New services / products Increase revenue
Single point of contact Flexibility / availability Make new connections
Trusted advisor
Better vendor / service
provider to clients
Better vendor / service
provider to clients
Bigger projects
Increase revenue
What?
Complementary skills
High demand
Short timelines
Local needs
When?
As needed
Ongoing
Who?
Regular group of contractors / new contacts as needed
Direct / indirect contacts
Committed to profession / references / reputation
Newbies?
“Associates” / “Team members”
How?
Tips for Subcontracting Success
Top Tip:
Communicate early and often!
Goals
Expectations
Changes
Timeframe / budget issues
Quality issues
Process evaluation / refinement
Contractors
Vet your subcontractors
Try a pilot project
Get organized (process, timelines, templates, paperwork)
Manage expectations (yours and theirs)
Contractors
Build in time to train, manage, do quality control
Make it seamless for client
Need to make money, but don’t be cheap
Pay promptly
Subcontractors
Treat as any other client/contract
Be adaptable
Provide the “extras”
Subcontractors
Offer suggestions when appropriate
Send invoices quickly
No surprises
No inappropriate communications with client
The Golden Rule:
Do unto others
as you would have them do unto you.

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Phelps subcontractors-aiip2015

Editor's Notes

  1. My experience has been as both a contractor and sub; Now mostly as a contractor. Insights from my experience – also from those who responded to my email survey on AIIP-L
  2. Contractors – It’s OK to not do it all – We don’t have to be that independent.
  3. Basic client management skills Communicate early and often Before, during, after Fees, payment schedule, requirements, format, deadlines, touch points, client communications
  4. Samples?
  5. Samples?
  6. Be 100% focused on client’s outcome Be a chameleon Having a specialized skill is not enough (e.g., great public records searcher) – Anticipate needs, communicate, respond quickly/concisely
  7. Be 100% focused on client’s outcome Be a chameleon Having a specialized skill is not enough (e.g., great public records searcher) – Anticipate needs, communicate, respond quickly/concisely
  8. Subcontracting comes in many different flavors – Partnerships, mentorships, or a series of one-night stands Just remember to treat others as you would want to be treated, and all should go well.