How do I post an opportunity on the P2P platform?

• From your company dashboard, simply hit the ‘Post An Opportunity’ button at the top of the page.
• Key sections include: Scope of Work, Skills and References, Screening Questions, Non-binding Budget, Timeline, and Favourites.
• Attaching a file that further describes to project, environment, or other information is very helpful to potential opportunity responders.
• Members can then review and publish the opportunity, or save it as a draft and download a .pdf to socialize further withing their company before publishing.
• Once published, Opportunity Creators can update their opportunity with additional comments and/or file attachments that help communicate important information to Opportunity Responders.

What type of projects can be posted?

Great question. Based on member feedback, we have defined three opportunity types.

• Business Development: Members can post an opportunity describing a request to build a relationship with another firm for a variety of potential business development purposes (e.g., developing partnerships to enhance GTM strategies, compare notes on industry trends or vendor programs, pre-qualify others before meeting in person at a conference, etc.).
• Client Engagement: Some opportunities, particularly when a skill gap exists, are not fully qualified and an expert is needed to assist in both closing and performing the necessary work.
• Fully Qualified Opportunity: Other projects are fully qualified and assistance is needed in completing the necessary tasks.

As an opportunity creator, how do I ensure that a firm I work with is notified to my opportunity?

• If the firm is already a P2P member, you can add them to you list of Favourites. Then when you create an opportunity, by selecting them they are assured of being notified of the opportunity.
• If the firm is not yet a P2P member, using Company Search, you can invite them to join the platform.

How does P2P select the curated candidates for each opportunity?

• P2P’s proprietary search algorithm identifies, based on the projects criteria, the most qualified firms and invites them to respond.
• Identified firms are instantly notified via email that their firm has been curated to an opportunity.
• These Opportunity Responder candidates can respond with Clarifying Questions and/or a Proposal. They can also reject the opportunity.

Are members able to ‘search’ for opportunities they might want to respond to?

• No. Only member firms that are identified as the most qualified firms are able to see the project and submit a proposal.
• Our advisory council was clear that they did not want their projects to be posted publicly.
• This targeted and automated curation process also delivers an efficient and effective process to all members.

When an Opportunity Responder submits a Proposal, is that a binding commitment?

• No. The entire P2P process is a non-binding process for both the Opportunity Creator and the Opportunity Responders.
• This includes budget information, which is informational only and is best used to describe the size and scope of the project.
• The goal of the platform is to very efficiently pair a member with a skill gap with another member that has the interest, availability, and the skills necessary to fill that skill gap.

What is the purpose of the Partnering Agreement?

• The objective of the Partnering Agreement is to provide a base level of legal terms that allows the Opportunity Creator to have a discussion with an Opportunity Responder.
• It includes terms that allow it to be superseded by agreements that are subsequently put in place between the two members.
• Only after both members sign the Partnering Agreement does the platform exchange contact information for both members. Until signed, the Opportunity Responders do not know the identity of the Opportunity Creator.
• Opportunity Creators have the opportunity to sign Partnering Agreements with multiple firms. This allows them to interview multiple firms before making a commitment to move forward with a partnering engagement.

Once two members agree to move forward, what is the process?

• The process starts by scheduling an interview, which can be done thru the platform or by using the contact information exchanged in P2P email notifications.
• When two members agree to engage, they have complete flexibility to engage in a manner of their choosing, including determining how/if the firm is introduced to the client.
• All terms and agreements, including the Partnering Agreement, are between the two firms; P2P Global is not a party to the transaction.

How do members manage P2P Opportunities?

• The Opportunity Dashboard allows all company members to view and track the status of all opportunities, both those that they create and those that they have received.
• Any action required is highlighted with a flashing red dot making it easy to.
• Many firms use the opportunity dashboard as a part of their management system of their Partner to Partner activity

Why use the ‘Opportunity Update’ feature?

• Adding comments or additional files as attachments is an important way to update Opportunity Responders with any clarifying information, or to indicate a change to the opportunity direction.

Is it important to Close the opportunity?

• Yes. Once a partnering decision has been made we recommend that the Opportunity Creator closes the opportunity. Is it extremely quick and easy.
• This signals to other Opportunity Responders that no further action is needed.
• This also allows you to wrap up your opportunity record and shows all other company members the outcome of the opportunity. These opportunities are maintained on your dashboard.

What is the benefit of giving or receiving an Endorsement?

• Endorsements are a great way to acknowledge the skills and partnering behaviour of another member firm.
• Endorsements received are also a great way to enhance your Company Profile. It serves as an independent validation of your firms skills.

What is the benefit of establishing your own list of Favourites?

• Building your list of Favourites is your way of building an ‘ecosystem within an ecosystem.’ Adding a Favourite to your opportunity ensures they are automatically curated and will see your opportunity.