Shami Hall was tasked with procuring personal development support for the top team in her council to help achieve the council's transformation plan. She researched procurement specifications, contacted other councils, identified private and social enterprises, approached a peer clearing house, attended an organizational development conference, issued an invitation to tender, gathered CVs and references from candidates, interviewed shortlisted candidates, appointed a provider, and shared her procurement process with peers.
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Shami profile
1. SHAMI HALL
Task
To procure personal
development support
for the top team in
her council and help it
achieve it’s transformation
plan.
2. 1. AGREES SPECIFICATION
OF THE PROCUREMENT
Shami agrees the specification
of the procurement with the
head of HR and begins to think
about finding providers.
SAMPLE PROCUREMENT
SPECIFICATIONS & GUIDES
TO GOOD PRACTICE
IN PROCUREMENT
3. 2. CONTACTS LOCAL COUNCILS
AND FEW OLD CONTACTS
She contacts local councils that
have procured to a similar
specification by emailing and
mailing a few old contacts. As she
hasn’t worked with some of the
other councils, it takes a while for
emails to be answered.
NARROWCAST REQUESTS NETWORKING TOOLS
FOR SUPPORT FROM REGIONAL AND LINKS TO OTHERS
COUNCIL COUNTERPARTS EXPERIENCES
4. 3. IDENTIFIES PRIVATE AND
SOCIAL ENTERPRISES
Based on some recommendations
and from the CIPD website she
begins to identify private and
social enterprises that offer
relevant senior development
programmes.
IDENTIFY ACCREDITED
SUPPLIERS/PROVIDERS
5. 4. APPROACHES A
PEER CLEARING HOUSE
She also wonders if there are
national framework agreements,
but is unsure where to start
looking. She approaches the Peer
Clearing House at LGID to look
for suitable candidates with
experience in running development
programmes. She has no way
of making any immediate
comparisons between what she
finds and gets frustrated that the
information is so fragmented.
SHARING EXPERIENCE &
RECOMMENDATIONS WITH
PRACTITIONER PEERS
6. 5. RECIEVES A
CONFERENCE BROCHURE
As a CIPD member, Shami receives
a brochure for a forthcoming
conference on organisational
development (OD) and decides
to book a place.
AGGREGATED CALENDARS
& TOPIC ALERTS
7. 6. ATTENDS OD CONFERENCE
The OD conference is a great
networking opportunity, and she
manages to make useful
professional links.
MAKING A PERSONAL
NETWORK VISIBLE TO OTHERS
& SHARING SOCIAL NETWORK
CONNECTIONS
8. 7. ISSUES ITT
After this research and networking
Shami feels confident about the
specification of the procurement
and issues her ITT
SHARING PLANS
WITH PEERS BEFORE
PUBLICATION
9. 8. GATHERS AND COMPARES CVS
In response to her tender she
gathers CVs, testimonials and
references. She makes a
comparative spreadsheet to
assess strengths and weaknesses
ORGANISATIONAL AND
COMPARATIVE TOOLS
10. 9. INTERVIEWS CANDIDATES
She shortlists her candidates and
arranges an interview panel.
There is wide variance in
capabilities. The council’s
standard evaluation criteria are
not helpful in distinguishing the
best appointment
IDENTIFYING INDIVIDUALS SUGGESTED AWARDING
TO HELP EVALUATE RESPONSES CRITERIA AGAINST WHICH
SHE CAN TEST HER
KNOWN OUTCOMES
11. 10. AGREES SHORTLISTED
CANDIDATES
She discusses her options with
her colleagues and agrees that
shortlisted candidates adjust
their submissions to better
match the criteria
CONVERSATIONS IN A
SHARED, SECURE SPACE
12. 11. APPOINTS PROVIDER
Based on the reviewed criteria and
the agreement of the interview
panel she appoints a provider.
13. 12. SHARES HER
PROCESS ON THE OD COP
She thinks her process may be of
some value to peers so shares her
experiences on the Organisational
Development Community of
Practice.
LEARNING OPPORTUNITIES
AVAILABLE MUCH MORE
WIDELY TO OTHERS