Pilot
One mandate, 30 days, named sponsor ownership, and a day-30 procurement decision memo.
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Procurement path
Retained-search procurement and approval path
This page is for procurement, legal, and search leadership teams reviewing a bounded pilot. It outlines scope, approvals, and decision controls before kickoff.
Package path
Lane rollout
Ninety-day deployment across one role lane with weekly operating review and buyer-side checkpointing.
Expansion
Multi-lane rollout with practice governance, commercial controls, and quarterly review.
Buying sequence
Four decisions before kickoff
- 1. Confirm package scope, commercial owner, and sponsor for the retained-search pilot.
- 2. Align legal packet path, procurement reviewer, and contracting dependencies.
- 3. Approve pilot charter, invoicing model, and baseline scorecard before kickoff.
- 4. Run the day-30 go, revise, or stop review with procurement and search leadership.
Management and procurement ownership
Search management owns sponsor assignment, operating cadence, and day-30 success criteria. Procurement owns package scope confirmation, billing path, contractual dependencies, and buyer-side implementation effort.
Next step
Move to application only when procurement controls are clear.
If legal and trust review must precede commercial review, route the team through the trust summary first. Otherwise proceed to partner application with pilot scope, ownership, and approval path already aligned.