Typical Workflow for an Engagement
1
Start
Starts with expression of interest
2
Intro Consultation
Free Introductory consultation to discuss scope and assess fitment to engage my services
3
Proposal
Proposal stage after iteractions with decision makers on target state goals
6
Project Start
Assignment starts, Discovery phase, Identify goals
5
Documentation
Signing agreement, NDA & onboarding
4
Finalize
Finalization of proposal, terms & commercials
7
Execution
Break goals into actionable steps; Execute in order of priority
8
Monthly Review
Review progress on a monthly basis; Realign & adjust as needed
9
Completion
Project & goal completion; Retrospective; Sign off, Offboarding
10
Release/Renew
Terminate project or renew with revised scope
