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GUIDELINE OF EXECUTIVE ASSESSMENT WRITE-UP
- Will you purchase the consulting team’s proposal?
- If you cannot decide, would you haggle a lower price point? Indicate your offer and explain why. If you decide not to purchase their proposal, list out key reasons by bullet point.
- Executive summary
- Overarching assessment
- Does the proposal address your need?
- Do you consider the proposal effective?
- Can you convince the board to have broad member’s support to implement the proposal?
- Detail assessment by department
- Finance
- Do you believe the budget the consulting team prepares? Find alternative sources to verify their calculation
- Accounting
- Do you believe the cost estimate prepared by the consulting team? What’s your calculation?
- Do you see other ways to control costs?
- Marketing
- Manufacturing/ R&D
- Make-or buy: do you have the technology?
- If yes, do you need to invest more to improve it? how do you fend off imitation?
- If no, how and form whom you should source the technology? why?
- Human resources
- For this proposal, do you need to hire new people? do you have to re-organize your structure? how would you train new employee? how do you maintain (or change) organizational culture?
- Management
- Competitor analysis
- Macro environment change (global economics, host country economics, etc.)
- Make-or buy: do you have the technology?
- Finance
- Organizational resources and capabilities readiness
- Execution
- Shall you accept the proposal, list our roadmap and timeline in implementing the proposal. Convince me that your organization is capable of doing so.
- Shall you decide to reject the proposal and follow your internal solution, explain why and justify that your internal is indeed better
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