DISCOVER
Make the problem clear.
Discuss the current setup, constraints and outcome. Identify what needs to be known before a proposal.
HOW AN ENGAGEMENT CAN WORK
Agree the outcome.
Then shape the work.
A clear proposal is the bridge between a useful first conversation and work that can be assessed.
PROPOSED DELIVERY APPROACH
Small enough to review.
Clear enough to own.
Each engagement needs its own scope, responsibilities and approval points.
SCOPE
Make the work reviewable.
Define deliverables, responsibilities, milestones and acceptance criteria. Agree commercial terms before delivery.
BUILD & HAND OVER
Make the result usable.
Review progress against the scope. Agree testing, documentation, handover and any support boundaries.
BEFORE DELIVERY
Put the important decisions
in writing.
Commercial terms, currency and VAT treatment need to be confirmed. No price or VAT status is asserted.
Scope & acceptance
Outcomes, deliverables, exclusions and evidence of completion.
Responsibilities & dependencies
Who makes decisions, provides access and owns the systems.
Data & security
Information boundaries, access controls and any processing terms.
Commercial terms
Budget, milestones, payment terms and treatment of changes.
Handover & support
Documentation, operational ownership and what support is included.
A USEFUL FIRST CONVERSATION