Finding an Agency

A best-practice guide to agency search and selection that delivers win-win on both sides.

The IPA and ISBA have published a new best-practice guide, Finding an Agency, to help clients navigate all aspects of the review and pitch process.

The jointly produced guide was commissioned to help clients to develop fair and transparent process that provides them with a breadth of knowledge to engage with agencies without asking them to incur excessive costs. This would also allow agencies to make informed decision on which pitches to take part in based on a clear understanding of the client’s requirements and invest their efforts accordingly.

Finding an Agency provides best-practice guidance on:

  • Key things for clients to consider before undertaking a review, including:

    • Whether a review is the correct action to take
    • When to involve procurement
    • The timing and type of pitch you hold
  • Key guidelines for clients during agency search and selection, including:

    • How to choose which agencies to invite to pitch
    • Developing your pitch brief
    • Evaluating the pitch
    • Relationship management
  • Key principles for running your pitch, including:

    • How to ensure an open and transparent process
    • How to select a pitch process that reflects the way that you work
  • An outline of different pitch models