New Prospect Info
by David Nelson
1. Question
1.1. What is the key problem(s) the client is trying to solve?
1.2. What outcome(s) is the client trying to achieve?
1.3. What other alternatives is the client considering?
1.4. Who are the key decision makers and what is the decision-making process?
1.5. What are their budgetary constraints and solution objectives?
1.6. What other technology or other constraints are relevant?
1.7. What attracted them to Leapgen?
1.8. What is the consequence of doing nothing?
1.9. In an ideal world, what will be different from today?
2. Answer
2.1. What general or specific advice should Leapgen give them?
2.2. What solutions/actions do we recommend & why?
2.3. What other resources or support will they need?
3. Situation
3.1. Company background
3.1.1. Size (Revenue, Headcount, Market Cap)
3.1.2. Company structure (ownership, business units, etc.)
3.1.3. Industry, markets, competitors
3.1.4. Corporate strategy
3.2. Org structure & KMP
3.2.1. Management structure & KMP
3.2.2. HR Dept structure & KMP
3.2.3. Strategic Objectives/KPIs
3.3. HR Tech systems & processes
3.3.1. Incumbent tech stack
3.3.2. SWOC analysis
3.3.2.1. Strengths
3.3.2.2. Weaknesses
3.3.2.3. Opportunities
3.3.2.4. Constraints