© Specialist People Foundation 2011. All rights reserved. 1 Specialist People Foundation Partnership Planning Process Copenhagen November 2011

© Specialist People Foundation 2011. All rights reserved. 1

Specialist People FoundationPartnership Planning Process

Copenhagen

November 2011


Key Success Factors for Starting Up and Specialisterne Operation

Key success factors for starting up a Specialisterne operation

Review SPF planning process

Requirements for local operating partners of Specialisterne

Introduction to Feasibility Study framework


Critical Success Factors for Starting Up Specialisterene

• You must have the potential to grow to 50 consultants in a 4-5 year period in order to reach scale and achieve sustainability

• You must have a lead corporate partner (customer) secured with a significant amount of business committed

• You must have 3+ years of funding secured

• You must have an on-going funding model for assessment & training procured or identified

• You must secure local government/municipal support and active engagement

• You must have identified a source(s) of potential candidates with autism for employment

• You must have strong “Dandelion” practitioners amongst local team


SPF Planning Process

The Five Stages in Planning

1.Preparation 2.Feasibility Study 3.Local Partner4.Business Planning5.Licence Agreement


Preparation

We begin with the appointment of the Local Coordinator. This person must have a strong ambition to create lasting change in his/her country regarding the employment of people with Autism Spectrum Disorder.

The Local Coordinator should be a person who is well-connected and has the time to spend on the planning process. This will likely be on a volunteer basis in the initial stages.

The role of the local coordinator will be to:

• Form the initial contacts needed to trigger the planning process• Engage and coordinate with local stakeholders• Organise an advisory board consisting of key stakeholders • Act as the key liaison to SPF during the feasibility study process • Help procure funding needed for the feasibility study phase


Feasibility Study

Feasibility Study:• The Feasibility Study should

provide a detailed assessment of the local environment and market.

• It serves as the platform for a decision on whether and how to establish a business in the specific locale.

• The Feasibility Study should also be conducted in collaboration with the advisory board and the local coordinator

Examples of SPF services which maybe included in the Feasibility Study

phase:• Feasibility study toolbox

– Template for feasibility study– Three-year budget analysis &

planning model– Online questionnaire

• Three meetings onsite, including: – Start-up meeting– Midway meeting involving

workshop with leaders from the local IT industry

– Final meeting• Five days consulting support from

SPF• Legal support• Fees to local external consultant

contributing to the Feasibility Study

• Est. cost for European Union countries ~ €30,000, depending on the level of local support and capability

• Estimated duration: 3 months• SPF travel costs not included


Desk research

Field research

ASDIndustry

AndMarket

Social Welfare System

Specialisterne

Desk research

Field research

Desk research

Field research

Desk research

Field research

• Diagnosis protocol

• Network• Employ-

ment situation

• Existing institutions

• Survey for the local autism community

• Key stake-holders within the ASD area

• Price benchmark

• Demand and competition

• Sector turnover

• Salaries• Fixed costs

• Leaders from the local IT sector and other relevant sectors

• Expected incentives and subsidies

• Working schemes for disabled people

• Munici-palities

• Region• Country• EU• Other key

stake holders

• Financial and funding conditions

• Legal and ownership structures

• Financial forecasting and budget

• Local legal experts

Model for Feasibility Studies in the European Union


Local Partner

Local Operational Partner

• Subject to the findings of the Feasibility Study, SPF, together with the local advisory board, identifies a local partner who has the capacity and interest to establish and operate the local Specialisterne business.

• The local partner may be a person, a company or an organization.

• The local partner signs the License Agreement with SPF and establish a Specialisterne for-profit or non-profit entity as per the feasibility study.

Criteria for the Local Operational Partner:

• A shared vision and values

• The competence and motivation to operate a Specialisterne-type of business

• A proven track record in human resource management

• Ideally, strong experience working with disabled people in a commercial environment

• Business development and management skills

• The financial capacity to operate Specialisterne


Business Planning

Business planning:

• The local partner develops a Business Plan and an Operational Plan.

• The Business Plan includes in-depth planning for a Specialisterne operation including organization plan, project plan, budget and funding plan.

• SPF & Specialisterne provide support as needed in this process (agreed on a case-by-case basis)

Examples of SPF services thatmay be included in the Business Planning phase:• Business Planning Toolbox, including

an operational implementation plan and a financial budget model for five years

• Three days on-site meeting with SPF

• Five days of meetings with Specialisterne management in Denmark

• Five days consulting support from SPF

• Estimated cost for EU countries: €20,000

• Estimated time: 3-5 months• The business plan is prepared by the

local operational partner and supported by SPF

• SPF travel costs not included


License fees includes:• Signing fee: €25,000• Annual flat support & services fee: €20,000

(Y1 operations+)• Revenue-linked royalty fee

Licence Agreement License Agreement:

• The partner commits to the shared values, vision, strategy, knowledge sharing and collaboration within the SPF community.

• The partner is granted access to the brand, knowledge base, partner network and other resources.

• SPF commits to assisting the partner with training, support, business development, global marketing, branding and quality control.

SPF Knowledge Base summary:

• Process descriptions for the business consulting and assessment/training areas

• Human Resource management guidelines

• Competence Management Model

• 30+ practical tools, process descriptions and templates, covering the overall business 360.


SPF Partnering Principles

• Specialisterne has seven years experience with our model of employing high-functioning people with ASD

• We have a deep partnering model – we go all in to help our partners

• We expect common values as a common ground to start a succesful partnership

• We have a strong brand to be shared with the right partners

• Our partner selection process is rigorous


SPF Selection of the Local Operating Partner

• The partner is assessed in areas such as:– current organization and their interest and capacity to integrate

and operate a Specialisterne-like business – competences, motivation, vision and values– commercial experience– influence and lobbying force– a proven track record in human resource management

• Selection of local partner:– The local partner may be a person, a company or an

organization.– The partner sets up a Specialisterne for-profit or non-profit

entity as per the findings in the Feasibility Study.– The local partner signs the License Agreement.


Selected Partner Obligations

• The local partner signs a partnership agreement with SPF, governing the long-term sustainability of the partnership and the local Specialisterne operation.

• The partnership agreement vests the responsibility of the Specialisterne operation to the local partner and commits SPF to offer on-going support, training and resources to ensure global marketing, branding and quality control.

• The local partner commits to running Specialisterne as a social firm with at least 50% of its employees diagnosed with ASD.

• The local partner also upholds the values of the business - the Dandelion management model - and provides a supportive working environment for employees.


Introduction to the“Specialisterne Operational Model”

• Operational Concept & Model

• Assessment Process

• Business Process

• Financial Model


Assessment and training Specialisterne provides 3-5 months assessment and training, with the mission to assess and develop the personal and professional competences of specialist people* in order to help them excel in the workplace.

Assessment may act as an independent unit providing services to external stakeholders, including potential employees to public and private organizations, as well as potential business consultants.

Business consulting The Business Unit identifies and solves IT-related tasks that specialist people (the consultants), based on their unique competences, are able to perform better and more efficiently.

The mission of The Business Unit is to deliver consulting services based on specialist competences, and to function as a show case for workplaces interested in employing specialist people.

*Specialist People are defined as high-functioning people with autism or similar challenges


Assessment - Unique Selling Points

Specialist People-friendly environment• At Specialisterne we consider every single individual as unique.• Our working environment embraces differences and takes

individual needs into consideration.

In-company assessment• Assessment is provided in Specialisterne’s corporate

environment and in close cooperation with managers and consultants in the business department.

• Consultants act as role models for candidates both professionally and socially.

Internships• The assessment process includes an in-house or external

internship period.• Internship focuses on developing and strengthening the

candidate’s personal and professional skills, and on improving self-confidence and belief in success.


The Assessment Process:Identifying the Talent and the Right Fit


Business - Unique Selling Points

Passion for Detail - all our services are characterized by the unique competencies of our consultants;

– High level of concentration

– Perseverance for repetitive actions

– Pattern recognition

– The ability to spot deviances in data, information and systems

– Attention to detail

– Process optimisation

Specialisterne consultants deliver unique competencies to tasks where house employees are often less skilled and motivated.


Software Management; Software Development, Test Specification and Database Optimization

Testing/Registration; Software Testing, Quality Control, Data Registration, Embedded Testing, Data Migration

Data Logistics; Hardware and Functionality Testing, Data & Service Management, Data Collection, Journalizing & Cataloging

Business Services


Specialisterne For-profit social enterprise Owned by non-profit Specialist People Foundation Focus on high-functioning people with Autism Spectrum Disorder

(ASD)

Services Consulting within software management, testing, registration and

data logistics Five-month assessment and training program Three-year youth education

People 20 people within staff & management roles 35 people with ASD in business consultants roles 20-22 people (18+ years) with ASD as candidates in assessment

program 26 people (16 – 25 years) with ASD as students on 3 year youth

education

Specialisterne Denmark


Data Logistics

TestingRegistration

Software management

Data collection J ournalizing & cataloging

Hardware Functionality testing

Data registration

Quality control

Data migration

Database optimization

Test specification

Software testing

Platform specific testing

Data & service management

Complexity & Price

Software development

Embedded testing

Specialisterne Business Services


TDC is the leading Danish nationwide telecommunication provider Testing of feature and functionality compliance against specs in new

phones Testing functionality in new mobile phones for sale in TDC shops Continuous testing to see if mobile phones support old and new TDC

services Oticon is a Danish world leader within the hearing aid industry Extract Revision Number from 30.000 CAD drawings, data

conversion Establish data integrity between old manual archives and new ERP

system Zero error margin mandatory

Customer References

Danish IT service provider to the bank and electronic payment industry

Testing of bank application for internal use (platform specific) User functional testing of new internet banking applications Testing user friendliness of internet applications

The worlds largest mobile phone manufacturer Regular testing of software releases for mobile phones People onsite at Copenhagen R&D center (largest outside Finland) Assistance on improvement of test cases & specifications


Customer References: IBM Denmark

“IBM has a long history of commitment to Diversity - focusing on equal opportunities, eliminating barriers and understanding cultural differences.

As a result, when approached by Specialisterne in 2010, IBM quickly expressed its intentions to establish a long-term working relationship with Specialisterne in order to create job opportunities for people with Autism Spectrum Disorders.

As we speak, IBM has just hired its first two employees with ASD, with the assistance of Specialisterne. Both jobs will be in the Security Administrations department.

In addition, now IBM wants to further discuss how to expand the cooperation, for example by enrolling interns from Specialisterne in various departments.


Specialisterne Model- Organisation Structure, Start-up Phase, Year One

Capacity at a time:Six Candidates per Assessment Manager in AssessmentEight Consultants per Business Manager and Personal Manager in Business

Capacity per year:18 candidates (four-month assessment period)Eight consultants

Initial Phase (IP):The first year of operation has high entry-to-market cost due to:

• Building up pipeline and closing of first deals

• High ratio of Management to Candidates and Consultants

• Low distribution of fixed costs

• Start-up fee to SPF € 25.000

The high ratio of management is required to identify and establish market including PR and customers


START UPFinancial summery Initial Phase (IP) Total subsidies € 0

Total variable costs € (101.400)

Total fixed costs € (200.360)

TOTAL COSTS € (301.760)

Total subsidies € 0

Total revenue € 147.840


Total contribution: € (118.560)


NET LOSS € (318.920)

Total variable costs: € (266.400)

NET LOSS ASS + BIZ € (620.680)With 100% salary to consultants

Assessment Business

NET LOSS ASS + BIZ € (574.600)With 60% salary to consultants

Consultant working hours:Estimated working hours for consultants approx. 80h / month (= 60%).


Organisation StructureOperation Phase

Capacity at a time:12 consultants per Business Manager & per Personal Manager

Eight candidates per Assessment Manager10 candidates per Trainer.

Total capacity per year:60 candidates (four months assessment period) 24 consultants

Operational phase (OP):The level of cost required to scale the business based on following assumptions

SPF fees :Royalty: 2-3% of Business RevenueAnnual fee: € 20.000


Business Model - Assessment

Cost Drivers – variable costs:•Candidates leading to number of Assessment Managers and Trainers

Subsidies:•Grants from public-specific national project (EU etc.)•Grants from private entities•Refunds on salary to diagnosed •Subsidies from state + local municipalities

Cost Drivers – fixed costs - 50 % of overhead:•Number of employees and their requirements for facilities•Size of management and board of directors•Level of administration – all fixed assets leased•Level of start up capacityUp front payment on deposits not included in BM

Nati

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Drivers Assumptions

Subsidies:This requires a local field study. It includes knowledge of national legalization and specific rules.

Variable costs:•10 candidates per Assessment Manager•Salary Assessment Man = € 3.400 per month•Trainer full time = € 4.000 per month•Other, marketing, travel, rep

Fixed costs:•Management salary = € 4.500 (IP) / € 10.000 (OP) per month•Head of Assessment = € 5.600 per month•Board of directors = € 1.500 per month•Rental cost = € 5.400 per month•Finance = € 2.750 per month•Total adm. cost = € 1.505 pr month (IP) € 1.998 pr month (OP).

Dependencies


Background Assumptions (Assessment)

Assessment ManagerThe Assessment Manager can assess up to six candidates in the initial phase and up to 10 in the operational phase.

The capacity of the AM is dependant of the state and level of candidates, the requirements to documentation in relation to subsidies and the cooperation with the trainer.

The assessment period is between 3 and 5 months.

FinanceIt is suggested that the account function is outsourced due to high level of scalability = variable cost

The finance section needs a controller when the business is in its operational phase to run the project economy and to support the CEO on reporting, financials and application of subsidies.

It is also the controllers task to analyze socio-social impacts.

Trainer The trainer is a person with IT technical background teaching candidates in the assessment period.


Business Model - Assessment


Business estimate – Initial phase (six candidates at a time) Operational phase (20 candidates at a time)


Total fixed costs € (200.360) Total fixed costs € (372.970)

TOTAL COSTS € (301.760) TOTAL COSTS € (515.170)



Candidate SalariesIn the business case it is assumed that the candidates receive no salary.

Variable Assessment Costs

The variable cost to assess six candidates is € 8.450 per month and € 33.800 for an Assessment period of four months.

Total Assessment Cost

The total cost is € (IP) 4.191/ € 2.147 (OP) per month per candidate.

Equals a total of € 16.764 (IP) and € 8.586 (OP) for an assessment period of four months.

Business Model – Business (BIZ)

Cost Drivers – variable costs:•Number of consultants•Number of consultants per Business Manager•Number of consultants per Personal Manager•Facilities per consultant

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and

Busi

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Manager

Drivers Assumptions

Variable costs:•12 consultants per BM•12 consultants per PM•Facilities per consultant = € 150 per month•BM salary = € 6.700 per month •PM salary = € 4.700 per month•Consultant salary = € 2.400 per month

Dependencies

Revenue: •Number of consultants•Number of consultants per PM•Number of consultants per BM•Hourly fee based on complexity of assignment:

•Data logistic•Testing & registration•Software Management•Project fee = fixed fee

•Chargeability rates

Revenue:Software Man: € 110/h -0% (IP) / 10% (OP) of revenue Test & Reg.: € 70/h – 40% (IP) / 35% (OP) of revenueData Log.: € 45/h – 60% (IP) / 55% (OP) of revenueProject = fixed price negotiatedBM = € 150/h

Chargeability:Consultants: 70% (80h / month)Business Manager: 50% (130h / month)

Subsidies:•Grants from public-specific national project (EU etc.)•Grants from private entities•Refunds on salary to diagnosed •Subsidies from state + local municipalities

Subsidies:This requires a local field study. It includes knowledge of national legalization and specific rules.

Cost Drivers – fixed costs - 50 % of overhead:•Number of employees and their requirements for facilities•Size of management and board of directorsLevel of administration – all fixed assets leasedUp-front payment on deposits not included in BM

Fixed costs:•Management salary = € 10.000 per month•Head of Business = € 7.000 per month•Board of directors = € 1.500 per month•Rental cost = € 5.400 per month•Finance = € 2.750 per month•Fitness Coach = € 2.000 per monthTotal adm. cost = € 1.505 pr month (IP)

€ 1.998 pr month (OP)


Background Assumptions (BIZ)

Business Manager

BM acts as a consultant on normal consultant conditions. The level of the BM is comparable to Manager level in a traditional consultancy operation.

The tasks are:• BM can scope mid- and high end tasks• Scoping and describing the job• Instruction of consultants• Responsible for job economy• Sales for existing customers• Production Finance

We suggest that the account function is outsourced due to high level of scalability = variable cost

The finance section needs a controller when the business is in its operational phase to run the project economy and to support the CEO on reporting, financials and application of subsidies.

It is also the controllers task to analyze socio-social impacts.

Internal Projects and Absence

The chargeability of consultants is 70%. This leaves some time for internal projects scoped by PM or other in SPE and may be considered as work training and utilization of available resources between assignments.

Therefore it is important that consultants are also assigned on internal projects where they can use their creativity and spare time between assignments.

Due to their diagnosis, consultants often have a higher percentage of absence. Health and Psychological Assistance

No costs included for resources within medical care, psychological assistance or psychiatrist assistance.

Consultants in the Initial phase

It is assumed that there are no consultants in Q1 and Q2. In Q3 and Q4 it is assumed that 12 consultants are hired.

Discount

No discount is included in the BM although it might be advisable as an introduction to market.

Personal Manager

PM does not act as a consultant on normal consultant conditions. The PM supports the consultants with schedules and helps them within their working situations. The PM has a pedagogical background and may also have a technical background.

The tasks are:• PM can scope low and mid-end tasks• Responsible for the consultants ‘ comfort

Health Coach

The Health coach initiates sports, exercise and provides advice to candidates and consultants about diet.


Data Logistics

TestingRegistration

Software management

Data collection J ournalizing & cataloging

Hardware Functionality testing

Data registration

Quality control

Data migration

Database optimization

Test specification

Software testing

Platform specific testing

Data & service management

Complexity & Price

Software development

Embedded testing

Dependencies in the Business Model (BIZ)

Level of complexity of tasks

Chargeability of BIZ Managers

Number of Consultants per BIZ Manager

Total Average fee per hour

Contribution rate

High High Low High High

Low Low High Low Low

The profitability of this business is dependant on the level of complexity of tasks that consultants can handle. Due to several dependencies in the Business Model


Business Model – Business (BIZ)

Total subsidies € 0 Total subsidies € 0

Total revenue € 147.840


Total contribution: € 114.026


Total contribution: € (118.560)

Business estimate – Initial phase (8 consultants ) Operational phase (24 consultants)

Total revenue € 1.205.712


NET LOSS € (318.920)

TOTAL COSTS € (1.493.456)

NET LOSS € (287.744)

Subsidies:With no subsidies breakeven in BIZ is at approx. 70 consultants with full salary.

Paid per hour (approx. 60% salary) the breakeven point in BIZ is at approx. 26 consultant.

Total variable costs: € (1.091.686)Total variable costs: € (266.400)

NET LOSS ASS + BIZ € (620.680) NET LOSS ASS + BIZ € (802.914)

Harvest from AssessmentIt is assumed that four to six candidates are potential recruits for BIZ as consultants in IP.


Business Model – Key Performance Indicators

Initial phase Operational phase

12 candidates / 10 consultants after 6 months

20 candidates / 24 consultants

Chargeable hours (all) per month 448 1.456

Average fee / hour (all) € 55 € 80

Net contribution per consultant per month (loss)

€ (1.289) € 339

Total contribution per BM per month - € 3.050

Consultant working hours:Estimated working hours for consultants approx. 80h / month (= 60%). At estimated average fee rate for consultants this is the absolute minimum number of hours for reaching positive contribution.



Specialist People Foundation Value Proposition, Deliverables and License

Model


Value Proposition – Why “Specialisterne” ?


Value proposition – Why “Specialisterne” ? 1/3Value Proposition Details Benefit to licensees

Strong Brand

• Specialisterne is recognized as the most successful social enterprise worldwide within the field of autism

• The “Specialisterne” brand is recognized around the world as the first-mover regarding employment models of people with autism

• Widespread media coverage promotes immediate and positive recognition

• Instant credibility - brand-name positions Specialisterne-licensees as members of a global movement to improve the lives of people with autism spectrum disorders

Proven Concept

• Profitable businesses

• Customer references

• Fundraising track-record and references

• “tailwind” in fundraising and business development


Value proposition – Why “Specialisterne” ? 2/3Value Proposition Details Benefit to licensees

Partners

• Pro-bono partners within legal, finance, strategy, accounting…

• Growing number of international corporate clients

• Local presence through Ashoka, Lions Club and The World Autism Association

• Participant in The European Commission social innovation activities

• Access to a strong network of supporters

• Early access to committed business partners and clients

Broad Access to Global Ashoka Network

• Ashoka is the world’s largest social entrepreneur network

• Thorkil Sonne with Specialisterne is an Ashoka Globalizer

• The Ashoka Localizer model and Support Network is available to Specialisterne partners

• Support from the best and most experienced local and global social entrepreneurs

• Access to key influencers

• Pro-bono support


Value Proposition – Why “Specialisterne” ? 3/3Value Proposition Details Benefit to licensees

Strong Planning Framework

• Detailed Feasibility Study model

• Business Planning templates

• Advisory and support

• Proven pragmatic yet structured and diligent process

“Specialisterne-in-a-box” IT Platform

• Web site template

• Intranet site template

• [email protected]

• Google Apps + site Hosting

• Easy localization and adaptation

• Inexpensive set-up

• Professional look & feel

Access to Best Practices

• Knowledge sharing with Specialisterne community

• Knowledge Base with over 30 key process descriptions, HR tools, templates

• Support of all critical business & HR elements and functions

Visual Identity

• Right to use Dandelion and Specialisterne logos in the course of business

• Complete Corporate Visual Identity Manual, including logo, layout for business card, folders, communications tools incl. Documents, Presentations etc.

• Professional Corporate Identity “Out-of-the-box”


Specialist People Foundation Deliverables


Knowledge Base, Tools and Templates

• Process descriptions & templates for day-to-day operations

– Business consulting

– Assessment/training

• Human Resource management guidelines

• Competence management model

• 30+ practical tools and templates


Human Resource Platform

• Specialisterne Competence model

• Employee handbook

• Specialisterne Physical and Psychological working environment

• Job descriptions and profile for management and administration team


Included in the Assessment Package

• Description of the assessment and training process

• Around 30 exercises, assessment tools and templates

– Pre entry assessment

– Initial assessment

– Baseline assessment

– Formative assessment

– Summative assessment


IT Platform

• Access to Specialisterne Google cloud, including

– mail accounts,

– access to knowledge database and server

– Google will charge Partner a fee of 360 DKK (50 Euro) per user per year for account services

• Two website templates, including

– design, colors and settings, which will be the same for all Specialisterne.

– The partner need only focus on text, photos and information.

– SPF may host the sites if the partner prefers; a monthly hosting fee of 390 DKK invoiced to Partner.


Communications Platform

• Marketing web site, includes

– Joint landing page which will be the same for all Specialisterne globally

– local Specialisterne Front page + Text pages.

– SPF will deliver standard web page templates in English and a localized newsletter function.

– All the text, photos, films, widgets and content in the front page and text pages will operated by licensee locally, formatted in word press locally as desired.

• A partner-specific intranet specific

• … and Knowledge Base access, of course


SPF Knowledge Base (6 July 2011) 1/5

HR documents

Specialisterne - Employee handbook 092010 final.doc

• Template for Employee handbook. Note, needs to be adjusted and localized.

Specialisterne_Physical and psychological working environment.doc

• Guide and recommendation for environmental and physical working environment

Specialisterne Competencemodel.pdf • Competence model to be used in HR, Assessment and Business departments.

Assessment Manager.doc • Job, profile and competences description

Business Manager.doc • Job, profile and competences description

CEO.doc • Job, profile and competences description

Head of Ass..doc • Job, profile and competences description

Head of Bus..doc • Job, profile and competences description

HR Manager.doc • Job, profile and competences description

Personal Manager.doc • Job, profile and competences description

Trainer.doc • Job, profile and competences description


SPF Knowledge Base (6 July 2011) 2/5Assessment documents – part 1

Assessment Process.doc • Description of Assessment Process

Application Form.doc • Standard application form

Baseline Report.doc • To be used in the end of baseline assessment

Business Profile.doc • Template for Business Profiling f. summative ass.

CV Resume.doc • Template for CV

Dialogue Guide.doc • To be used during the structured dialogue sessions

Individual Interview Guide.doc • To be used during the individual interview

Individual Learning Plan.doc • To be developed during the structured dialogue and used through the formative assessment

Internship Contract.doc • To be used for external internship

Invitation for Individual Interview.doc • Template for invitation to the individual interview

IT Competence Baseline Exercise.doc • To assess the IT, e-competences in the baseline assessment

IT Competence Summative Exercise.doc • To re-asses the IT, e-competences in the summative assessment

Learning Agreement Template.doc • To be signed by the candidate during introduction.

Lego Mindstorm.doc • Exercise guidelines

Personal Development Plan.doc • to be developed in the summative assessment

Profile and Evaluation Template.doc • To be used during the structured dialogue



Assessment documents – part 2

Specialisterne Competence Model.doc • Updated version - New changes made in the consultant section, marked with yellow.

Teaching framework.doc • Including Scheme of Work and Session Plan, to be used for IT training

Welcome folder.doc • Folder with practical information. Given to the candidate in the introduction week.

Welcome letter.doc • Template for letter to be sent to the candidate when starting the Assessment process.

Workplace Questionnaire.doc • To be used in the introduction week

Data Management - Blank spreadsheet.xlsx

• Exercise tool

Data Management Exercise.docx • Exercise guidelines

Data Management Solutions.xlsx • Exercise solution

Data Management Spreadsheet.xlsx • Exercise tool

Food House exercise.doc • Exercise guidelines

Food House Solutions.xls • Exercise solution

Learning Styles Assessment.doc • To be used in the competence assessment week

Learning Style Test.xlsx • To be used in the competence assessment week



Business documents

Business process.doc • Description of the business process

Personal toolbox.doc • Description of the different tools and methods used by the Personal Manager in their support to the consultants.

Template Customer contract.doc • Formal contract for services sign with customers. Note! Local legal adjustments is needed.

Template Customer evaluation.doc • A questionnaire used in discussion with the customer to receive feedback on the consultant’s performance and cooperation.

Template Customer Satisfaction Survey.doc • A questionnaire used to ensure feedback and improve customer relationship

Template CV for Consultans.doc • Template for set up of CV

Template Performance evaluation.doc • A questionnaire for managers to be used to give the individual consultant feedback in relation to a specific tasks/project.

Template Self evaluation.doc • A questionnaire used by the consultant to evaluate and learn from the finalised project/task.

Template Standard presentation.ppt • Specialisterne Standard presentation to be used and customized for individual customers



Finance documents

Budgetmodel.xls • Budget template, with assumptions and KPI.

Sp Financialmodel.ppt • financial model for start up phase and operation

Communication documents

Businesscard Folder.zip • Business card – Specialisterne

letter.dotx • Template for formal letter

Power Point.pot • Template for Power Point presentation

Power Point Simpel.potx • Template for Power Point presentation - simple

SpCVI.pdf • Code to open the document. spcvi

specialisterne mail sign.jpg • Mail signature

SpecLogo.zip • Specialisterne Logo

splogo.JPG • Specialisterne simple logo

temp5.jpg • Design template Passion for Details

WordDoc1.dotx • Template for normal documents