fact sheet

Direct Sourcing RFP Readiness Checklist

The first step to fully leveraging the benefits of Direct Sourcing is finding the right partner through a well-crafted Request for Proposal (RFP). An effective Direct Sourcing RFP reflects your commitment to streamlining workforce management and attracting the right partnerships. This comprehensive checklist is designed to guide you through the process of preparing your Direct Sourcing RFP.

Completing this checklist will help you articulate your needs, evaluate potential partners, establish clear goals and requirements for your program, and set the tone for the entire partnership.

We have engaged stakeholders who will be involved with the program, including internal team members, external partners, and clients.

An executive sponsor has been identified who has the authority and influence to help navigate challenges and drive the initiative forward.

Key stakeholders have approved a business case that outlines the objectives, expected outcomes, and benefits of the proposed workforce management partnership.

We have established a target go-live date for our program and have communicated this date to all stakeholders involved.

The scope of our program has been clearly defined, including business units, locations, and job titles.

We have access to one year of extended workforce program data, including:

  • Total Spend – Overall expenditure of the program.
  • Spend by Location – Budget use across different geographical areas.
  • Headcount by Location – Distribution of the workforce geographically.
  • Spend by Job Title – Amount spent on salaries for various roles.
  • Headcount by Job Title – Number of employees in each job category.
  • Average Tenure – Employee tenure, which can influence retention strategies.
  • Average Time-to-Fill – Efficiency of the hiring process.
  • Average Pay Rates by Job Title – Benchmarking your pay structure against market standards.
  • The ratio of W-2 to 1099 workers – Mix of workforce types for regulatory compliance.
  • List of in-Scope Job Titles and Job Descriptions – Clearly defined roles within the program.
  • List of in-Scope Locations – All geographical locations involved.

NEXT STEPS

Once you complete the checklist, the goals and requirements of your Direct Sourcing program will be clarified, establishing a foundation for a strong partnership.

Looking for a Direct Sourcing partner? Atrium provides a consultative, tech-enabled approach to talent curation that focuses on custom models tailored to meet each client’s organizational needs. This approach builds diverse talent pipelines and delivers the best candidates. Our team of experts is here to guide you through the entire process. 

download the checklist

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