# Our Process, Ten Phases

> Vista's structured, data-driven ten-phase site selection process, from discovery and goal alignment to compliance management.

*Canonical page: https://www.vistasiteselection.com/process/*

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Every engagement follows a proven, end-to-end framework, ten phases that take you from first conversation to fully compliant operation.



## Phase 01, Kickoff + Business Story
*Discovery & Goal Alignment*

- Intro meeting to understand the company story, goals, constraints, and timeline
- Clarify what "success" means, cost, speed, talent, customers, risk, growth
- Gather key operating assumptions: CapEx, jobs, shifts, launch timing, equipment, utilities

## Phase 02, Baseline the Real World
*Current State & Competitive Landscape*

- Review existing locations and performance drivers
- Analyze competitors and market positioning
- Identify what's working today, and what must change to win tomorrow
- Define the must-haves vs nice-to-haves

## Phase 03, Convert the Business into Requirements
*Operating Model Translation*

- Translate staffing into SOC codes, headcount plans, and wage targets
- Define critical skill clusters and hiring risks
- Map operational needs: transportation, logistics, suppliers, customers, utilities, real estate, permitting, climate/risk
- Convert all of it into measurable criteria

## Phase 04, Build the Decision Engine
*Criteria Framework & Scoring Model*

- Create a structured evaluation model, go/no-go plus weighted scoring
- Assign weights based on what matters most: labor, cost, speed, risk, incentives
- Ensure the logic is defendable for executives, investors, and stakeholders

## Phase 05, Find the Best-Fit Regions & Cities
*National Market Scan*

- Run a broad U.S. search using data and modeling across markets
- Identify where the requirements can actually be met, talent, cost, operations
- Produce heat maps and ranked markets showing best-fit clusters
- Reduce the whole country into a manageable list

## Phase 06, Select the Top Candidate Cities
*Shortlist Recommendation*

- Recommend a short list of cities/regions based on the model
- Highlight tradeoffs and risks, not just a score
- Validate assumptions with real-world context: availability, momentum, competition

## Phase 07, Add Incentives on Top
*Incentive Strategy & Ranking*

- Estimate incentives for each finalist market based on deal parameters
- Use historical incentive benchmarks to set realistic ranges and expectations
- Rank cities by total value, probability, speed, and complexity
- Package an incentives strategy aligned to the business plan

## Phase 08, Prove the Value to the Community
*Economic Impact Modeling*

- Build an economic impact model from job counts, wages, and spending assumptions
- Quantify ripple effects: indirect and induced jobs, payroll, output, tax base
- Create an easy-to-explain story for policy teams and the public
- Support justification for tax incentives and public participation

## Phase 09, Negotiate + Secure the Package
*Incentives Negotiation & Deal Closing*

- Engage economic development groups and policymakers
- Negotiate terms using benchmarks, impact story, and competitive leverage
- Optimize structure: grants, tax abatements, credits, training funds, infrastructure support
- Secure approvals and document the deal

## Phase 10, Deliver + Stay Compliant
*Implementation & Compliance*

- Track milestones and reporting requirements
- Proactive monitoring of hiring, wage, CapEx, and timeline achievements against commitments
- Support compliance filings, audits, and ongoing incentive administration
- Protect the incentives and reduce clawback risk

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**Vista Site Selection, LLC**, data-driven site selection, incentives, and economic impact advisory. Majority-owned by Vorys, Sater, Seymour and Pease LLP.
52 East Gay Street, Columbus, Ohio 43215 · Info@vistasiteselection.com · https://www.vistasiteselection.com
