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Agent Management Appraisal

Independent appraisals that show you how to magnify your recruitment efforts

Agent relationships often evolve organically over years. So managing and optimising performance isn’t easy. We can bring a world’s best practice methodology to the way you manage your agents, so you can significantly improve your recruitment results and your processes, and reduce your risk.

At Edified, we’ve developed a unique framework that holistically assesses every aspect of agent management – covering the entire lifecycle from agent selection and appointment through to termination.

Our Agent Management Appraisal can map your current systems and processes against best practice, using a scorecard system to rate 20 critical success areas. You can see where your strengths and weaknesses are at a glance. It’s all part of our focus on giving you constructive advice you can quickly put into practice.

In the UK, performance is mapped to the Agent Quality Framework (AQF) pledge, which gives you confidence that your operations are in line with your pledge commitments.

There’s a lot to get right: training, compliance, contracting and commissions, and not forgetting onboarding, monitoring, incentives and marketing. And of course, the most important thing: ensuring your global agent network actively and accurately promotes your courses.

We’ll assess everything that makes a difference, even things you may not have considered reviewing, such as performance management, incentives, training and agent aggregators.

Our report to you will be unambiguous, decisive and easy to use; and based on extensive investigation and analysis, including lengthy agent, student and stakeholder interviews, so you can have complete confidence in the way forward.

Key benefits

Optimise recruitment results through your agent channel

Gain visibility of risks or blindspots across the agent lifecycle

Identify opportunities to improve the service your institution offers to agents

Pinpoint areas of existing best practice in your agent management practices

Methodology

Agent appraisals can typically be completed within 12 weeks.
1
Kick-off

Project kick-off and confirmation of deliverables

2
Desktop review

Desktop review of documentation and data

3
Interviews

Staff and agent interviews

4
Analysis

Analysis of information and interviews

5
Project check-in

Report writing and
mid-project check-in

6
Draft report

Draft report delivered for client review

7
Peer review

Peer review and testing of ideas

8
Report delivery

Final report delivered

Deliverables

A scorecard outlining your performance across 20 review criteria

A review of your agent management documents, processes and systems

A summary of strengths and weaknesses

Recommendations to move to best in class

A roadmap to success

8-10 internal stakeholder interviews

5 agent interviews
+ 3 student interviews

A 1-hour presentation of the report

The final report and write-up was the most useful I’ve received in 12 years of working with multiple consultancies.
Marcus Williams
Director of Student Recruitment
These guys are best in class right now. Clear comms, frequent updates, cultural sensitivity. They’re the bee’s knees in education consultancy.
Brett Berquist
Amokapua | Assistant Vice-Chancellor Engagement
The Edified team are just a delight to work with: flexible, knowledgeable and deliver great outputs.
Vik Singh
Trade and Investment Commissioner, South Asia

Insights

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Agent Management Appraisal

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