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TMS — Talent Management System
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Consultation brief

A simple set of questions to help you explain your requirements to a consultant.

Download text checklist ↓

Your organisation

  • Business name and main contact:
  • Products or services:
  • Business locations and activities:
  • Approximate team size and key functions:

Your requirements

  • Standard or service of interest:
  • Reason for the inquiry — customer, tender, improvement or another need:
  • Existing certification or management system, if any:
  • Current documentation and implementation status:

Your project

  • Preferred timeline and key deadlines:
  • People available to coordinate the work:
  • Questions about scope, fees, training or assessment:
  • Preferred phone number and email for a response:
Make it fit your business

This preparation guide is a starting point. Documentation and implementation should reflect your organisation and the requirements of the relevant standard.

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Add the details that shape your next step.

Include your current standard edition, planned assessment date and any changes to locations, products or key suppliers. If you use cloud services or AI tools, note the business information involved when discussing information security.

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