Playbook

Consultancy Playbook

In: Define > Business need

Overview

The Consultancy Playbook is best practice guidance on how to commission and engage with consultants more effectively

There are three other Commercial Playbooks that should be referred to when your procurement fits within their scope:

• Sourcing Playbook
• Digital, Data and Technology (DDaT) Playbook
• Construction Playbook

Make sure you:

• read the relevant Commercial Playbook and any supporting Guidance Note(s)
• seek legal and commercial advice in the context of specific procurements

Additional support and guidance

Relevant areas of the Consultancy Playbook at this commercial stage:

• Chapter 1: Choosing the right delivery model
• Chapter 1: Setting procurements up for success
• Chapter 2: Writing effective specifications
• Chapter 2: Writing evaluation criteria
• Chapter 2: Routes to market
• Chapter 2: Pricing and payment mechanisms

Read the document

This applies to

• Plan > Strategy and plan
• Plan > Commercial pipeline
• Plan > Market strategy and management
• Define > Business need
• Define > Market consultation and engagement
• Define > Sourcing strategy
• Procure > Finalise and publish procurement pack
• Procure > Selection stage
• Procure > Evaluation stage
• Procure > Clarification and due diligence
• Manage > Manage and monitor
• Manage > Receive goods, services and issue payments