Goals of a Relationship Evaluation
To improve efficiencies and productivity in the relationship ...and through the process:
To build/strengthen mutual trust.
To guide corrective action, if warranted.
To assess, and potentially reward, agency performance in relationships using incentive compensation techniques.
The Process
1. Examine Agency Assignment(s): "Expectations."
Agency Job Description; Scope of Work; Contracts
Organizational structure: Client; Agency
Review recent reviews: techniques, results (2-3 years.)
2. Interviews with Client executives (who work with agency); and with Agency Senior Management and Executives assigned to the business
Topics
- purpose of review
- work systems/processes impacting efficiencies
- work duplications
- alignment of expectations
3. Development of New Evaluation-Rating Form
Translate consensus "expectations" to appropriate format, with Client Interaction.
4. Process Management
Coordinate outside resources as needed.
Client involvement at key mileposts
5. Analysis and Report Phase
6. Implementation: Counsel as Needed
