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Thursday, May 21, 2015
Geoff Peterson
Chief Sourcer, Sourcing Supply
How To Develop a Sourcing Playbook
Claudia Trail
Talent Acquisition, Leidos
Kirsten Renner
Talent Management, Parsons
AND EXECUTE IT EFFECTIVELY
Example Sourcing Intake Session
Titles Keywords Companies
Account Representative
Partnership Relations
Agency Events Coordinator
Annual Giving Manager
Area Director
Director of Development
Donor Relations
Direct Marketing
Major Gifts
Grant Coordinator
Community Relations
Events Assistant
Data Strategy, IS Director
Alumni Engagement
Resource Development
Fund Management
Director of Philanthropy
Leadership Giving
Strategic Relationships
Liaison
Online Engagement
Volunteer Development
Stewardship
Outreach
Program(s)
Campaign(s)
Distinguished
Philanthropic
Outside Sales / Field / B2B
Fundraiser / Fundraising
Non-Profit
“Not for Profit”
Account(s)
Sales
Negotiated / Negotiation
Quota
Plan
Prospects
Clients
Cold Calling
“Business Development”
Salesforce.com
Closing
Revenue
Deals
Solution(s)
“New Business”
Events
Campaigns
Sponsorship
Donations
Volunteer
Logistics
Auction
Recruitment
Budget
Timeline(s)
Community
United Way
Salvation Army
Feed the Children
American Cancer Society
Gifts in Kind International
AmeriCares
YMCA
American National Red Cross
Catholic Charities
America’s Second Harvest
Mayo Foundation
Cleveland Clinic Foundation
Goodwill Industries
New York-Presbyterian Hospital
The Arc of the United States
Mount Sinai
Memorial Sloan-Kettering Cancer Center
Cedars-Sinai Medical Center
Henry Ford Health System
Boys & Girls Clubs of America
Children’s Hospital
Shriners Hospitals for Children
Habitat for Humanity International
Planned Parenthood Federation of America
Nature Conservancy
Easter Seals
Beth Israel Deaconess Medical Center
World Vision
Girl Scouts of America
Goals for a Sourcing Playbook
Actionable
Sourcing Plan
to Follow
Provide
Transparency for
Your Clients
Sourcing Playbook
Step 1: Databases
1,212
Nationwide w/
TS/SCI
5,000+
Nationwide w/
Clearances
536 Results
with TS/SCI
199 w/ Poly or
Polygraph
Does
“Automatic”
Boolean
Sourcing Playbook
Step 2: Networks
Sourcing Playbook
Step 3: Engines
Go to:
exalead/search
1,100+
Auditors in
DC Metro
Area
Sourcing Playbook
Step 4: Content
Sourcing Playbook
Step 5: Technology
Next Step:
Candidate Engagement
XXXXX,
I dropped a comment on your blog
earlier. I wanted to follow up and
introduce myself and learn more
about your role as TITLE at
COMPANY.
XXXXX,
I understand we both recently
attended XYZ EVENT. I didn’t have
a chance to introduce myself
personally.
XXXXX,
We recently hired NAME from
COMPANY, who now supports our
XYZ group as a TITLE. I wanted to
follow up to introduce myself and
learn more about your role as TITLE.
XXXXX,
I saw your recent quote in
Entrepreneur Magazine. I wanted to
follow up to introduce myself and
learn more about your role as TITLE
at COMPANY.
XXXXX,
I noticed we share a number of
common LinkedIn connections and
groups such as ABC and XYZ. I
wanted to follow up to introduce
myself and learn more about your
role as TITLE at COMPANY.
XXXXX,
We recently exchanged messages
on Facebook. I wanted to follow up
to introduce myself and learn more
about your role as TITLE at
COMPANY.
Q&A
Connect
With Me
Geoff Peterson
Chief Sourcer
Sourcing Supply
(941)753-1326 - Direct
(443)994-9900 - Mobile
www.sourcingsupply.com
www.geoffpeterson.com
gpeterson@sourcingsupply.com
www.linkedin.com/in/geoffpeterson
http://twitter.com/geoffpeterson
www.facebook.com/geoffpeterson

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How To Develop a Sourcing Playbook (and Execute It Effectively) - Spring 2015 - Geoff Peterson, Chief Sourcer, Sourcing Supply

  • 1. Thursday, May 21, 2015 Geoff Peterson Chief Sourcer, Sourcing Supply How To Develop a Sourcing Playbook Claudia Trail Talent Acquisition, Leidos Kirsten Renner Talent Management, Parsons AND EXECUTE IT EFFECTIVELY
  • 2.
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  • 4. Example Sourcing Intake Session Titles Keywords Companies Account Representative Partnership Relations Agency Events Coordinator Annual Giving Manager Area Director Director of Development Donor Relations Direct Marketing Major Gifts Grant Coordinator Community Relations Events Assistant Data Strategy, IS Director Alumni Engagement Resource Development Fund Management Director of Philanthropy Leadership Giving Strategic Relationships Liaison Online Engagement Volunteer Development Stewardship Outreach Program(s) Campaign(s) Distinguished Philanthropic Outside Sales / Field / B2B Fundraiser / Fundraising Non-Profit “Not for Profit” Account(s) Sales Negotiated / Negotiation Quota Plan Prospects Clients Cold Calling “Business Development” Salesforce.com Closing Revenue Deals Solution(s) “New Business” Events Campaigns Sponsorship Donations Volunteer Logistics Auction Recruitment Budget Timeline(s) Community United Way Salvation Army Feed the Children American Cancer Society Gifts in Kind International AmeriCares YMCA American National Red Cross Catholic Charities America’s Second Harvest Mayo Foundation Cleveland Clinic Foundation Goodwill Industries New York-Presbyterian Hospital The Arc of the United States Mount Sinai Memorial Sloan-Kettering Cancer Center Cedars-Sinai Medical Center Henry Ford Health System Boys & Girls Clubs of America Children’s Hospital Shriners Hospitals for Children Habitat for Humanity International Planned Parenthood Federation of America Nature Conservancy Easter Seals Beth Israel Deaconess Medical Center World Vision Girl Scouts of America
  • 5. Goals for a Sourcing Playbook
  • 8.
  • 10. 536 Results with TS/SCI 199 w/ Poly or Polygraph
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  • 18.
  • 21.
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  • 24.
  • 25.
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  • 27.
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  • 30.
  • 32. XXXXX, I dropped a comment on your blog earlier. I wanted to follow up and introduce myself and learn more about your role as TITLE at COMPANY.
  • 33. XXXXX, I understand we both recently attended XYZ EVENT. I didn’t have a chance to introduce myself personally.
  • 34. XXXXX, We recently hired NAME from COMPANY, who now supports our XYZ group as a TITLE. I wanted to follow up to introduce myself and learn more about your role as TITLE.
  • 35. XXXXX, I saw your recent quote in Entrepreneur Magazine. I wanted to follow up to introduce myself and learn more about your role as TITLE at COMPANY.
  • 36. XXXXX, I noticed we share a number of common LinkedIn connections and groups such as ABC and XYZ. I wanted to follow up to introduce myself and learn more about your role as TITLE at COMPANY.
  • 37. XXXXX, We recently exchanged messages on Facebook. I wanted to follow up to introduce myself and learn more about your role as TITLE at COMPANY.
  • 38. Q&A
  • 39. Connect With Me Geoff Peterson Chief Sourcer Sourcing Supply (941)753-1326 - Direct (443)994-9900 - Mobile www.sourcingsupply.com www.geoffpeterson.com gpeterson@sourcingsupply.com www.linkedin.com/in/geoffpeterson http://twitter.com/geoffpeterson www.facebook.com/geoffpeterson