The document outlines the process for conducting an efficiency assessment for a client organization over the course of 2 weeks. A team of 3 assessors will spend a full week onsite interviewing managers and staff, reviewing documentation, and identifying opportunities for the client to spend more wisely. They will then produce a report of their findings and recommendations to review with the client sponsor and senior leadership. The assessment is intended to help the client organization understand how it can better achieve its objectives through more efficient spending.

1. HELPING THE NATION SPEND
WISELY
Assessment team
Client senior managers and
functional heads
Client sponsor
Client sponsor
Assessment team
(3 people)
NSG SRM
Client sponsor
NSG Strategic
Relationship Manager
(SRM)
Assessment Team
Leader
A full week (5 days) with the client
organisation, carrying out the
assessment, drawing together
conclusions and reporting back
Review documentation, carry
out interviews, produce report
and feed back
Orientate assessment
team
Identify any specific
issues to focus on
Agree list of
interviewees &
documents to review
Introduce Efficiency
Assessment and
review fit to
organisation’s needs
Understand client
objectives
Agree actions to prepare
Standard Overview Assessment
Engagement
Meeting
Planning
Meeting
Visit, Review and ReportPreparation
2 Weeks Elapsed Time