Consultancy and contingent labour is the indirect category where the most money is spent with the least control, and where misclassification carries real regulatory exposure.
The centre of this toolkit is the SOW versus staff augmentation diagnostic: five tests covering deliverable definition, direction and control, pricing basis, substitution rights and integration into the client organisation. An engagement labelled as a statement of work but managed as staff augmentation is a classification risk in most jurisdictions, and a commercial failure in all of them.
WHAT IS INCLUDED
• SOW Template Library (Word) – three variants: fixed deliverable, milestone-based, and outcome-based.
• SOW vs Staff Augmentation Diagnostic (Excel) – the five tests, scored, with the resulting classification.
• Rate Card Benchmarking (Excel) – testing consultancy and contractor rates against the market by grade and geography.
• Outcome-Based Pricing Designer (Excel) – moving an engagement away from time and materials.
• MSP / VMS Evaluation Scorecard (Excel) – selecting a contingent workforce programme provider.
• Consulting Spend Review Checklist (Word) – for the consultancy spend that nobody owns.
This is educational material, not legal or employment advice. Worker classification rules vary significantly by jurisdiction.
WHAT YOU RECEIVE
The primary document is a 11-slide guide covering the material above, in the same consulting layout used throughout this series: a headline that states the point, a body that evidences it, and a closing line that tells you what to do with it. It is designed to be read on its own or presented internally.
The accompanying archive contains 6 working files – Excel models with live formulas, Word templates and, where relevant, PowerPoint canvases. Nothing is password-protected or locked. A locked template a professional cannot adapt is worth nothing.
HOW THE SPREADSHEETS ARE BUILT
Every workbook uses the standard financial-modelling colour convention, applied consistently: blue text on a pale yellow fill is an input you type over, black text is a formula you should not overwrite, and green text is a reference to another sheet that must be changed at source. Each model carries one worked example row, shaded and italicised, which you delete once your own data is in, and an assumptions block at the top that should be read before any output below it is trusted. Print areas and page setup are configured on every sheet.
WHAT THIS IS NOT
This is educational and commercial material, not legal, tax or financial advice. Contractual content exists so that you can identify what matters commercially and ask better questions of whoever does advise you; contract law and regulatory obligations vary by jurisdiction. All case material is composite – figures are drawn from real engagements, but no case describes a single identifiable organisation and every company name is invented.
A licence page inside each file sets out the terms of use: unrestricted use for your own work and inside your own organisation, no resale or redistribution outside it.
Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.
Source: Best Practices in Procurement Strategy PowerPoint Slides: Professional Services and Contingent Workforce Toolkit PowerPoint (PPTX) Presentation Slide Deck, Davide Sferrazza
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