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Questions for Effective Agency Evaluation

Use the infographic below as a guide to questions you should ask any potential agency or freelance resource. Want to download it? Click here for a downloadable PDF, or scroll down to find the questions within the infographic.

Effective Agency Evaluation

 

Effective Agency Evaluation

Basic Questions

  • When can the agency start?
  • What time zones do they cover?
  • What industries do they primarily serve?

Project Management

  • Do they have a dedicated project management team, or are their projects managed directly by their consultants?
  • How do they communicate project milestones and progress?
  • What PM tools do they use?

Flexibility

  • Do they provide PTO coverage?
  • Can they change up resourcing if priorities shift?

Expertise and Delivery Practices

  • Do they have the expertise required?
  • Does the seniority of their staff match the needs of your project?
  • Do they have a repeatable process or proprietary tool that adds speed or value?
  • Do they subcontract any services?
  • How do they provide documentation and wrap-up?

Pricing

  • What is their hourly rate?
  • Do they provide fixed-fee quotes?
  • Do they only work on retainer?
  • How quickly are they able to provide a quote and a proposal?
  • Do they work with low-cost offshore resources?
  • Do they have minimums you will be required to meet?