This list reflects years of experience working with clients in many industries. It helps guide you through the steps for selecting and collaborating with a freelance information professional.
Authors Ulla de Stricker, Cynthia (Cindy) Shamel, Connie Crosby, and Constance Ard presented this overview on February 25, 2014 to a Community of Practice via webinar. The slides summarize key points from the recently published book Knowledge Management Practice in Organizations: The View from Inside.
Trade Secrets Your Agency Isn't SharingSandra Fathi
If you have never worked in a PR agency, their doings can seem mysterious. How does the agency get all of that coverage for their clients? Is it because of exclusive relationships with publications? Is it because they meet reporters for drinks or play golf together? What is the black magic that commands such high retainers? If you haven't been inside an agency, and your company expects you to hire and manage one, it can be intimidating. Agencies prefer to adopt a mystique about how they work because they think that keeping you in the dark will give them the upper hand in negotiations. However, the more you know about agency operations, the better results you achieve for your company and the more value you extract from your agency. In this session, we'll review models of agency operations and discuss the factors you need to know when engaging an agency.
We'll discuss:
Comparing apples to apples: how to compare agencies during the dreaded RFP process
How to see through the bull@#*%: Relationships don't mean a thing if they don't know how to tell your story
How to avoid the bait and switch: meet your team—not just the sales team—during the hiring process
How to negotiate guaranteed results into your agency agreement
How to save time and money—dictate how your hours should and shouldn't be spent in a retainer relationship
How to set yourself up for success: what you need to do to educate your new partner
This presentation was given at Ragan's 7th Annual Employee Communications, PR & Social Media Summit at Microsoft on October 28th, 2015
Authors Ulla de Stricker, Cynthia (Cindy) Shamel, Connie Crosby, and Constance Ard presented this overview on February 25, 2014 to a Community of Practice via webinar. The slides summarize key points from the recently published book Knowledge Management Practice in Organizations: The View from Inside.
Trade Secrets Your Agency Isn't SharingSandra Fathi
If you have never worked in a PR agency, their doings can seem mysterious. How does the agency get all of that coverage for their clients? Is it because of exclusive relationships with publications? Is it because they meet reporters for drinks or play golf together? What is the black magic that commands such high retainers? If you haven't been inside an agency, and your company expects you to hire and manage one, it can be intimidating. Agencies prefer to adopt a mystique about how they work because they think that keeping you in the dark will give them the upper hand in negotiations. However, the more you know about agency operations, the better results you achieve for your company and the more value you extract from your agency. In this session, we'll review models of agency operations and discuss the factors you need to know when engaging an agency.
We'll discuss:
Comparing apples to apples: how to compare agencies during the dreaded RFP process
How to see through the bull@#*%: Relationships don't mean a thing if they don't know how to tell your story
How to avoid the bait and switch: meet your team—not just the sales team—during the hiring process
How to negotiate guaranteed results into your agency agreement
How to save time and money—dictate how your hours should and shouldn't be spent in a retainer relationship
How to set yourself up for success: what you need to do to educate your new partner
This presentation was given at Ragan's 7th Annual Employee Communications, PR & Social Media Summit at Microsoft on October 28th, 2015
In this article, we will propose different approaches to recruit foreign sales representatives, once you have identified in which foreign markets you wish to develop your business. Our experience shows us, in such circumstances, that it is best to start by targeting customers with whom you wish to establish business relationships rather than trying to immediately find sales representative to open doors.
Running (or starting) a law firm has never been simple—but today, firms face an especially unique set of challenges. Clients have higher standards for new tech-enabled communications, and many firms have shifted to distributed business operations and service models.
Whether you’re starting your own law firm or you’re already practicing at an established firm, being aware of these modern demands—and how to meet them—is essential.
Join this free 1-hour session with Emma Raimi-Zlatic, Clio’s Senior Affinity Partnerships Manager, and Amy Grubb, owner of a successful legal consulting firm, to learn what your law firm needs to not only survive—but thrive—this year and beyond.
In this free webinar, you’ll learn:
- Key business planning, registration, and budgeting essentials for modern law firms
- Strategies for building and marketing your unique firm brand
- Tips to implement a specialized intake experience that converts more clients
- Recommendations on how to leverage technology to support law firm growth
Trading Places is a dynamic panel of senior living experts with experience in both provider and agency roles. This unique background provides them with insights into the needs of both audiences.
You'll learn how to:
*Negotiate a beneficial contract
*Establish a marketing budget
*Allocate marketing dollars most effectively
Procurement Management
1
Importance of Project Procurement Management
Procurement means acquiring goods and/or services from an outside source
Other terms include purchasing and outsourcing
2
2
Debates on Outsourcing
Some companies, such as Wal-Mart, prefer to do no outsourcing at all, while others do a lot of outsourcing.
GM recently announced plans to switch from outsourcing 90% of IT service to only 10%
Most organizations do some form of outsourcing to meet their IT needs and spend most money within their own country
3
3
Why Outsource?
To access skills and technologies
To reduce both fixed and recurrent costs
To allow the client organization to focus on its core business
To provide flexibility
To increase accountability
4
4
PM Network – Risks of Outsourcing
Boeing’s Dreamliner
Following suit and not minding risks
Vendor Issues
Misunderstanding
Information Exchange
Schedule Overruns
5
5
PM Network – The More the Merrier
More providers, more problems
Differing methodologies and tools
Service and Operating Level Agreements
Find a balance that works for the organization
6
6
Contracts
A contract is a mutually binding agreement that obligates the seller to provide the specified products or services and obligates the buyer to pay for them
Contracts can clarify responsibilities and sharpen focus on key deliverables of a project
Because contracts are legally binding, there is more accountability for delivering the work as stated in the contract
7
7
Project Procurement Management Processes
Project procurement management: Acquiring goods and services for a project from outside the performing organization
Processes include:
Planning procurement management
Conducting procurements
Controlling procurements
Closing procurements
8
8
Planning Procurement Management
Identifying which project needs can best be met by using products or services outside the organization
Types of Contracts:
Fixed Price (or lump sum)
Cost Reimbursable
Time and Material
Unit Price
9
9
Point of Total Assumption
The Point of Total Assumption (PTA) is the cost at which the contractor assumes total responsibility for each additional dollar of contract cost
Contractors do not want to reach the point of total assumption, because it hurts them financially, so they have an incentive to prevent cost overruns
The PTA is calculated with the following formula:
PTA = (ceiling price – target price)/government share + target cost
10
10
Cost Reimbursable Contracts
Cost plus incentive fee (CPIF
Cost plus fixed fee (CPFF)
Cost plus percentage of costs (CPPC)
11
11
Contract Clauses
Contracts should include specific clauses to take into account issues unique to the project
Can require various educational or work experience for different pay rights
Often includes:
Termination clause
Limitation of liability clause
12
12
Tools and Techniques for Planning Purchases and Acquisitions
Expert judgment
Market research
Make-or-buy analysis: ...
As a business owner in Delaware, staying on top of your tax obligations is paramount, especially with the annual deadline for Delaware Franchise Tax looming on March 1. One such obligation is the annual Delaware Franchise Tax, which serves as a crucial requirement for maintaining your company’s legal standing within the state. While the prospect of handling tax matters may seem daunting, rest assured that the process can be straightforward with the right guidance. In this comprehensive guide, we’ll walk you through the steps of filing your Delaware Franchise Tax and provide insights to help you navigate the process effectively.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
More Related Content
Similar to Who ya gonna call - How to contact, contract, and collaborate with an independent info pro
In this article, we will propose different approaches to recruit foreign sales representatives, once you have identified in which foreign markets you wish to develop your business. Our experience shows us, in such circumstances, that it is best to start by targeting customers with whom you wish to establish business relationships rather than trying to immediately find sales representative to open doors.
Running (or starting) a law firm has never been simple—but today, firms face an especially unique set of challenges. Clients have higher standards for new tech-enabled communications, and many firms have shifted to distributed business operations and service models.
Whether you’re starting your own law firm or you’re already practicing at an established firm, being aware of these modern demands—and how to meet them—is essential.
Join this free 1-hour session with Emma Raimi-Zlatic, Clio’s Senior Affinity Partnerships Manager, and Amy Grubb, owner of a successful legal consulting firm, to learn what your law firm needs to not only survive—but thrive—this year and beyond.
In this free webinar, you’ll learn:
- Key business planning, registration, and budgeting essentials for modern law firms
- Strategies for building and marketing your unique firm brand
- Tips to implement a specialized intake experience that converts more clients
- Recommendations on how to leverage technology to support law firm growth
Trading Places is a dynamic panel of senior living experts with experience in both provider and agency roles. This unique background provides them with insights into the needs of both audiences.
You'll learn how to:
*Negotiate a beneficial contract
*Establish a marketing budget
*Allocate marketing dollars most effectively
Procurement Management
1
Importance of Project Procurement Management
Procurement means acquiring goods and/or services from an outside source
Other terms include purchasing and outsourcing
2
2
Debates on Outsourcing
Some companies, such as Wal-Mart, prefer to do no outsourcing at all, while others do a lot of outsourcing.
GM recently announced plans to switch from outsourcing 90% of IT service to only 10%
Most organizations do some form of outsourcing to meet their IT needs and spend most money within their own country
3
3
Why Outsource?
To access skills and technologies
To reduce both fixed and recurrent costs
To allow the client organization to focus on its core business
To provide flexibility
To increase accountability
4
4
PM Network – Risks of Outsourcing
Boeing’s Dreamliner
Following suit and not minding risks
Vendor Issues
Misunderstanding
Information Exchange
Schedule Overruns
5
5
PM Network – The More the Merrier
More providers, more problems
Differing methodologies and tools
Service and Operating Level Agreements
Find a balance that works for the organization
6
6
Contracts
A contract is a mutually binding agreement that obligates the seller to provide the specified products or services and obligates the buyer to pay for them
Contracts can clarify responsibilities and sharpen focus on key deliverables of a project
Because contracts are legally binding, there is more accountability for delivering the work as stated in the contract
7
7
Project Procurement Management Processes
Project procurement management: Acquiring goods and services for a project from outside the performing organization
Processes include:
Planning procurement management
Conducting procurements
Controlling procurements
Closing procurements
8
8
Planning Procurement Management
Identifying which project needs can best be met by using products or services outside the organization
Types of Contracts:
Fixed Price (or lump sum)
Cost Reimbursable
Time and Material
Unit Price
9
9
Point of Total Assumption
The Point of Total Assumption (PTA) is the cost at which the contractor assumes total responsibility for each additional dollar of contract cost
Contractors do not want to reach the point of total assumption, because it hurts them financially, so they have an incentive to prevent cost overruns
The PTA is calculated with the following formula:
PTA = (ceiling price – target price)/government share + target cost
10
10
Cost Reimbursable Contracts
Cost plus incentive fee (CPIF
Cost plus fixed fee (CPFF)
Cost plus percentage of costs (CPPC)
11
11
Contract Clauses
Contracts should include specific clauses to take into account issues unique to the project
Can require various educational or work experience for different pay rights
Often includes:
Termination clause
Limitation of liability clause
12
12
Tools and Techniques for Planning Purchases and Acquisitions
Expert judgment
Market research
Make-or-buy analysis: ...
As a business owner in Delaware, staying on top of your tax obligations is paramount, especially with the annual deadline for Delaware Franchise Tax looming on March 1. One such obligation is the annual Delaware Franchise Tax, which serves as a crucial requirement for maintaining your company’s legal standing within the state. While the prospect of handling tax matters may seem daunting, rest assured that the process can be straightforward with the right guidance. In this comprehensive guide, we’ll walk you through the steps of filing your Delaware Franchise Tax and provide insights to help you navigate the process effectively.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
Know more: https://www.synapseindia.com/technology/mean-stack-development-company.html
India Orthopedic Devices Market: Unlocking Growth Secrets, Trends and Develop...Kumar Satyam
According to TechSci Research report, “India Orthopedic Devices Market -Industry Size, Share, Trends, Competition Forecast & Opportunities, 2030”, the India Orthopedic Devices Market stood at USD 1,280.54 Million in 2024 and is anticipated to grow with a CAGR of 7.84% in the forecast period, 2026-2030F. The India Orthopedic Devices Market is being driven by several factors. The most prominent ones include an increase in the elderly population, who are more prone to orthopedic conditions such as osteoporosis and arthritis. Moreover, the rise in sports injuries and road accidents are also contributing to the demand for orthopedic devices. Advances in technology and the introduction of innovative implants and prosthetics have further propelled the market growth. Additionally, government initiatives aimed at improving healthcare infrastructure and the increasing prevalence of lifestyle diseases have led to an upward trend in orthopedic surgeries, thereby fueling the market demand for these devices.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
What is the TDS Return Filing Due Date for FY 2024-25.pdf
Who ya gonna call - How to contact, contract, and collaborate with an independent info pro
1. Cynthia L. Shamel
http://shamelinfo.com
Who Ya Gonna Call?
How to Contact, Contract, and Collaborate with an
Independent Info Pro
A checklist for working with a freelance information professional
Cynthia L. Shamel, MLS
2. shamelinfo.com
Outline
• What kind of work can you outsource or contract
• Finding and contacting prospective contractors
• Negotiating and contracting the scope of work
• Collaborating and working together
3. shamelinfo.com
What to outsource - a few examples
Research, either primary or secondary
Knowledge management studies –
information audit or content management
Technical writing, editing
Data visualization services
Biomedical literature searching
4. shamelinfo.com
Finding Suitable Prospects
Referrals
Ask colleagues within your organization
Inquire with professional associations
Assoc. of Independent Information Professionals
Society for Technical Communication
Patent Information Users Group
5. shamelinfo.com
Contacting – The initial conversation
Define your challenge, situation, problem
Clarify the points important to you
Qualify the candidate by asking for relevant
experience, background, or training
Discuss business practices and policies
The prospective contractor should communicate confidently the expertise, resources, and
experience they can apply to your situation. He/she should also be able to articulate
policies and practices that provide for a smooth working relationship such as payment
schedules, pricing policies, and contact preferences. An experienced info pro will be able
to lead you through the steps required to get to the finished product.
6. shamelinfo.com
Negotiating – There will be paperwork
Contract, letter of agreement, or project
proposal
Confidentiality or non-disclosure agreement
W-9 or taxpayer ID number
Purchase order
The nature of the contract depends upon the nature of the project and the requirements of your
organization and that of the contractor. It could vary from a single page letter of agreement to a
multipage contract or proposal. Options for payment vary by company, but check, bank transfer, and
credit cards through PayPal are fairly common.
7. shamelinfo.com
Negotiating – Define expectations
Costs – hourly or project estimate
Billing and payment – when and how
Timeline and deadlines
Format of deliverables
Contingencies – over budget, over time
Legal review
8. shamelinfo.com
Collaborating – Managing the project
Establish a preferred means of
communication and build a relationship
Reply promptly to emails and voicemails
Clarify expectations
Provide feedback on results
Check in at agreed upon milestones
9. shamelinfo.com
Collaborating – Managing the project
Communicate throughout
Ask questions when they arise
Provide feedback as needed
Follow through on specified action items