Staffing Tool

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Staffing request for?

Project

Diagnostic/Business Development Proposal

POV

Your Name

Date of Request

Diagnostic / Business Development Proposal

MD Name

Client Name

BD Name

Is this a key account?

Yes

Please specify the sector name

HLS: Healthcare and Life Sciences

I&G: Industrials and Automotive

CRG: Consumer & Retail Goods

FiS: Financial Services

E&R: Energy and Resources

Tech Services

Digital

PE: Private Equity

Other

TMT: Technology, Media & Telecommunications

PMI: Process & Manufacturing Industries

Please enter sector name

Nature of work.

Salesforce Link

Format : https://alvarezandmarsal.lightning.force.com/lightning/r/a2G4u000004jXjVEAU/view

What would be the approximate investment cost?

Is the opportunity competitive? If yes, who are we competing with?

Is the CEO/ promoter aware? Have we met them?

Have we shared with client our positioning and price points?

Scale of opportunity? Is this opportunity more than 1USD M?

Yes

Why can we win? (relationships, past experience, differentiated POV, etc)

Team composition & allocation/hours per day required

Eg., SM-1(50%), M-1(50%), A-1(100%) or SM-1(4 hrs/day), M-1(4 hrs/day), A-1(8 hrs/day)

Start date

*Also mention start date of resources who are partially required

End date

*Also mention end date of resources who are partially required

Whether travelling is involved for BD?

Yes

Client Location

Please specify the nature of work and workstreams.

POV

POV Name

MD Name

Duration of support required on POV?

Less than 1 week

1 week

Beyond 1 week

What would be the approximate investment cost?

Is the opportunity competitive? If yes, who are we competing with?

Is the CEO/ promoter aware? Have we met them?

Have we shared with client our positioning and price points?

Scale of opportunity? Is this opportunity more than 1USD M?

Yes

Why can we win? (relationships, past experience, differentiated POV, etc)

Please specify the sector name

HLS: Healthcare and Life Sciences

I&G: Industrials and Automotive

CRG: Consumer & Retail Goods

FiS: Financial Services

E&R: Energy and Resources

Tech Services

Digital

PE: Private Equity

Other

TMT: Technology, Media & Telecommunications

PMI: Process & Manufacturing Industries

Please enter sector name

Please specify the nature of work and workstreams.

Start date

End date

Size & composition of the team and allocation (i.e., how many SMs, Ms, SAs, etc.)

Eg., SD - 1 (50%), SM - 1 (100%), M - 2 (100%), SA - 1 (100%), Analyst - 1 (100%)

Whether travelling is involved for POV?

Yes

Client Location

Project

Client Name (e.g., IL&FS)

Project Name (e.g., Project Red)

Is this a key account?

Yes

Do we have written client confirmation?

Yes

Please attach the client confirmation.

File number limit: 1 · Single file size limit: 10MB · Allowed file types: Word, Excel, PPT, PDF, Image, Video, Audio

Project Type

Performance Improvement (PI)/OPS

Strategy

PMI

CDD

Restructuring

ODD

VCDD

Tech DD

Diagnostic

Internal Work

Leave

Other

Please enter project type

Please specify the sector name

HLS: Healthcare and Life Sciences

I&G: Industrials and Automotive

CRG: Consumer & Retail Goods

FiS: Financial Services

E&R: Energy and Resources

Tech Services

Digital

PE: Private Equity

Other

TMT: Technology, Media & Telecommunications

PMI: Process & Manufacturing Industries

Please enter sector name

Please specify the nature of work and workstreams of the project.

Project MD

Project Lead (Name of SD/D)

Start date

End date

Size & composition of the team and allocation (i.e., how many SMs, Ms, SAs, etc.)

Eg., SD - 1 (50%), SM - 1 (100%), M - 2 (100%), SA - 1 (100%), Analyst - 1 (100%)

Planned utilization for project lead (Ds & SDs)

Eg., SD - 1 (40%) , D - 1(50%)

Details of non-billable team members/investments, if any (on exception basis for a billable project)

Only on approval basis

Is any specialized skillset required in employees? (function/sector)

Eg., M - 1 (Technology), SA - 1 (Finance)

Whether travelling is involved in the project?

Yes

Client Location

For billable projects when was the commercial proposal submitted?

Have the AML and Conflict checks been completed?

Yes

Please let us know by when it will be completed.

Kindly provide the Agresso temp code

Please provide the Salesforce link of the pursuit

Format : https://alvarezandmarsal.lightning.force.com/lightning/r/a2G4u000004jXjVEAU/view

Any other project-specific details?

Please provide details which are not captured in above questionnaire

Please share Pricing sheet to Staffcom and IndiaCommercial team to proceed with staffing discussion.

Indiacommercialteam@alvarezandmarsal.com; StaffCom@alvarezandmarsal.com

Any other details, if required

BTS Staffing Request Form