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