Welcome to our Consultant Referral Service!

An Overview of the Consultant Referral Service

The Consultant Referral Service is a unique tool. This service is intended to refer customers to a pre-qualified pool of consultants who can provide services that extend beyond the CPEx mission. The Referral Service can connect customer specific needs such as performance excellence, deployment, planning, strategic planning, process improvement, complex internal, multi-state assessment, or other customer-specific consultant services to qualified consultants by providing them with a mechanism to select a consultant specific to their needs. Many organizations today have trainers, facilitators, coaches, examiners, or speakers who specialize in some aspect of organization improvement. Our referral service enables customers that desire to hire consultants the ability to select a consultant with extensive knowledge and experience with Baldrige criteria.

What makes this service unique? Two things. First, it focuses on organizational improvement utilizing the Baldrige criteria. There are many tools that help locate doctors, dentists and plumbers, but there are very few resources available to locate organizational improvement consultants with a strong understanding of how to apply the Baldrige criteria. Second, the tool allows the hiring organization (the "client") to narrow their search for consultants that meet their specific requirements by obtaining referrals from a pre-qualified pool of consultants.

Want More Information?
Click here for How the Service Works: Information for Clients.
Clink here for How the Service Works: Information for Consultants.

Overview of How the service works

The process is simple and follows four basic steps:

Step 1: Consultants register. The first step is for consultants to enter information about their firm (or practice or sole proprietorship). This information includes contact information, firm expertise and capabilities, and billing information. Consultants are also required to agree to a Statement of Ethics and Consultant Agreement as a prerequisite for being listed. It takes just a few minutes to complete the information. Upon receipt of the submission, the CPEx Board verifies information, checks references (as needed) and lists consultants for one year. To register, Click here.

Step 2: Client enters requirements. Throughout the year, organizations seeking improvement expertise will visit this service to identify and screen resources. They will sign on and enter their requirements in terms of subject matter expertise sought, type of assistance sought (consulting, training, coaching, etc), sector/industry experience desired, preferred location and size of consultant's firm, and desired years of consultant's experience. Clients can also indicate the importance of each of these requirements. To register for services click here, to request services click here

Step 3: Identify consultants that match a client's needs. CPEx will identify the consultants that fit your needs and provide you with specific information related to experience, references, etc.

Step 4: Provide feedback on this service. Upon completion of a specific search clients are asked to provide feedback on the service. And at the end of an annual listing consultants are solicited for feedback.

Fees

Consultants remit 15% of the first year's engagement Consultant's fee to CPEx.

Benefits to Consultants

This service can uniquely supplement a Consultant's existing marketing strategies. The service may increase a firm's exposure and brand awareness, as well as generate client leads and serious prospects. This service can benefit Consultants in the follow ways:

  • It offers a potential channel of leads and legitimate mechanism to create market awareness for the consultant's services and capabilities.

  • It is neutral, independent, and unbiased.

  • The consultant sets the pricing parameters.


Benefits to searching clients

As mentioned above, it is oftentimes difficult for clients who want to improve the quality of their organization to locate organizational improvement experts. This service can benefit clients in the following ways:

  • It is a tool that can accelerate a client's search for improvement resources; it is quicker and more efficient that "word of mouth" and traditional searches.

  • It is neutral, independent, and unbiased.

  • The fee is reasonably priced


Getting Started

The process is simple. If you are a Consultant that specializes in some aspect of organizational improvement, click here to register as a consultant (or change your profile), and click here to fill out the Consultant Referral Application.

If you are an Organization looking to hire an external consultant that specializes in some aspect of organization improvement, click here to register and search for a consultant.