Session Three: Pros from Dover – Working with property professionals (length: 90 minutes)
This session provides detailed guidance for obtaining and working with professional advisors as part of the strategic property planning process.
Session Three Support Materials
Support materials are arranged sequentially and are designed to accompany the information presented in the video. The files can be accessed as needed or used in their entirety. Click on each link below to download.
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Description of typical outside professional assistance needs
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Considerations for matching a religious institute's professional assistance needs with a profession
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Template for a Request for Proposal (RFP) to obtain outside professional assistance
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Advantages of separately obtaining and reviewing a price proposal
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Example of price proposal for incorporation into a Request for Proposals (RFP)
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Questions to ask when identifying members of a proposal review team
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Example of indexing method for evaluation of price proposals
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Examples of good questions to ask when interviewing outside professionals
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Examples of questions to help determine if an outside professional is the right fit
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List of major session take-aways from Strategic Property Planning Session Three – "Pros from Dover"