4. Engagement Overview
Stage Ac7vity Timeline Output
Contract and ini>al invoice Surveys: Signatures and deposit Ini>al Engagement begins
Requirements Gathering Session: Survey/Discussion to 2 days Preliminary findings document
Session iden>fy challenges, opportuni>es,
roadblocks, processes, execu>ve List of Business Needs
Goal SeOng expecta>ons Preliminary goal seOng
Roadblock iden>fica>on
Internal Kick‐off session Social Recrui7ng Workshop: 2 hours Process Defini>on
Present Social Recrui>ng Program
ONSITE: Set expecta>ons Candidate Profile
Iden>fy Areas for Process
Improvement Updated Timeline
Search Process List building: Candidate screens by 3‐5 weeks ini>al search Candidate submission
Social Media Talent
Ini>al phone screens set
Weekly progress report
5. Project Overview Samples
Stage Ac7vity Audience Output
Phone Screen Candidate interviews: Client contact Client/Candidate Feedback (24
Script sugges>ons provided by hours)
Social Media Talent
Schedule onsite interviews
Ini>al Interviews Candidate onsite interviews: All interviewers Client/Candidate Feedback
Meet team, discussion of (24 hours)
background, 12 month roadmap
Schedule sales presenta>on
Sales Presenta>on Candidate Presenta7on: Specific All decision makers Client/candidate feedback
plans to reach sales goals, hire (72 hours)
sales team, improve sales process
Offer decision
6. Offer/Acceptance
Stage Ac7vity Stakeholders Output
Candidate Offer Leber Prepare Offer Client, SMT Candidate Offer Leber prepared
Prepare Presenta7on Strategy
Reference Checks Educa7on, Drug, Credit, Business Client References accepted
Reference.
Candidate Offer and Acceptance Candidate Accepts Social Media Talent Resigna>on Coaching (current
posi>on)
Start date selected
Final Invoice
Onboarding Candidate Start Client contact 30‐60‐90 plan
First day prepara>on