|Potential clients frequently ask how we select our consultants
and trainers. While the process varies depending on the type of
expertise represented, this is a general checklist of our basic
1. Finding the Consultant or Trainer
CD&A builds its portfolio of consultants in a variety of
- New consultants and trainers are referred to us, in most
cases, by trusted associates we have already given our "stamp
- Many times client companies call us to recommend their top
choices as well.
- Occasionally we do a comprehensive search of all sources
from scratch to pinpoint a particular expertise we believe will
benefit our clients.
Our consultants will tell you the screening process tends to
be a long one because we make every attempt to be as thorough
as possible. We also strive to present a broad array of capabilities
which means we do not take on a surplus of consultants with similar
Our West Coast portfolio has a very long waiting list at this
point, since we have robust representation in most of our categories
there. Seven successful years of business on the West Coast has
made us a very desirable marketing arm for performance consultants.
* Please note, however, that we are NOT the agents of these
YOU, the client, are our first concern. The fit must be
right for you, regardless if that means many good experts
sit on the sidelines hoping to be selected.
Our East Coast portfolio has grown steadily over the last eighteen
months. We would welcome any suggestions or referrals you may
have for us in the openings we have there.
It is important to mention that Cynthia David & Associates,
with only rare exceptions, presents full-time, highly experienced
and seasoned professionals to its client companies. Most of our
consultants and trainers have enjoyed five to ten years experience
running their own businesses.
2. Reviewing Materials
Materials, brochures, published works, videos, audiocassettes,
program outlines, etc. are examined as available for depth of
expertise, content, innovation and creativity, professionalism,
delivery style and approach.
3. Client Lists
Client lists are studied carefully. Breadth of industry experience
is highly desirable. We expect our people to have worked with
some of the best known companies in America just as we expect
them to be able to help young, growth-oriented businesses.
4. Checking References
Three to four recent client references are checked personally
by Cynthia David. While testimonial letters are important, we
prefer phone conversations where we can control the questions
asked and dig deeply into the work done for the client. We are
very interested in knowing how the client measured the results
of the work done as well. One of the things we look for is a sustained
relationship with the client over time.
In addition, we often cross-confirm qualifications and reputations
with our current list of experts since industry experience gives
them "inside knowledge" clients may lack.
Pre-selection observations are scheduled whenever possible.
We want to see our people in action at a client company. If there
are several members in one consulting firm, we will try to observe
them all since our approach is exceptionally hands-on.
Observations are sometimes not possible for the following reasons:
- The consultant works one-on-one with executive decision-makers
The nature of the assignment is confidential or proprietary
(as in a coaching assignment)
The consultant/trainer's work schedule geographically makes
Random post-selection observations are scheduled upon occasion
when one of our experts has been contracted by a client.
Fees are evaluated to insure they are appropriate relative to
the market, the competition and the experience of the vendor.
Evaluations are used as part of most training, consulting, and
speaking assignments. These are developed by the experts and used
in conjunction with their ongoing work.
We look at these for work done at former client sites. We also
check very carefully on work done under our umbrella.
8. Exceptions to the Process
On rare occasions, a highly unusual request is made of us for
which we have no prescreened resource.
If we are able to identify a potential solution that has not
been previously prescreened by our standard process, we will offer
to collaborate with the client in examining the qualifications
of this resource. We are very clear with clients when this is
In addition, there are cases where we are only partially finished
with our screening of a vendor when a client calls us for candidates.
If this vendor shows promise and fits what the client is looking
for, we will present the candidate with the CAVEAT that both CD&A
and the client will have to verify qualifications together.
As always, the final selection is the client’s.