Better decisions start before the RFP
Most organizations choose their consultant through an RFP, then live the with result for six years. Docent helps you choose well, reset a relationship that has drifted, and steward the one you have.
When did you last look at your advisor relationship honestly?
A free, anonymous seven-minute diagnostic on one advisor relationship. It won't tell you to change firms — in most cases it says the opposite.
Helping organizations build, strengthen, and steward the relationships that matter most.
Independent. We place nothing, we take no commissions, and we have no stake in whether you stay or go.
OUR VISION
The process of selecting an advisor should improve both sides—leaving organizations stronger, advisors better understood, and the people doing the work more confident in the path ahead.
OUR MISSION
• Raising the standard of practice in advisor selection and stewardship
• Building partnerships grounded in fit, trust, and clarity
• Making the daily work of the people in the middle easier
• Shaping the advisor community through shared learning and honest feedback
If your consultant relationship is too important to leave to RFP answers and rehearsed presentations…
…we should talk.
How We Help
Every advisor relationship has three layers: what is scoped, what is relied upon, and what is paid for. When those drift apart, the relationship degrades long before anyone calls it a problem. That gap is where we work.
Consultant Selection — Strategic Fit–Led
We help you define what fit means for your organization before anyone goes to market, then build the process around it and test candidates against it — including the questions an RFP never asks. Cost is discussed openly and early, so it is understood rather than negotiated at the end.
Relationship Reset & Performance Management
When a relationship has drifted, a search is usually the wrong answer. We resurface what is actually relied upon, bring both sides to a shared statement of scope, and re-base the fee on what the relationship has become.
Contract & Renewal Readiness Workshops
Renewal readiness — shared priorities, clear scope, and a grounded account of value before the conversation starts. And the standing cadence afterward that keeps a good relationship from quitely becoming an average one.
The RFP isn’t the problem - starting with it is.
Traditional selection tests writing and presentation. It cannot test whether these people will tell you something you don’t want to hear in year three. Docent helps organizations get clear before proposals — so the right decision becomes obvious.
Interested to learn more?
Email us at info@docentpg.com
Or text us at 832.244.8908