The onboarding process

Once we identify the need together and agree the scope of work, we issue an engagement letter outlining the services, fees and key terms. This is supported by our Terms of Business which covers confidentiality and intellectual property; these together form the basis of our working relationship.

We then begin a structured onboarding process to ensure we can deliver the work efficiently and effectively from the outset. To ensure a smooth start, we request a primary point of contact for day-to-day instructions, timely access to information (relevant documents and materials) and clear feedback & input during the early stages of the engagement. The onboarding process takes 1-2 weeks.

❋ Kick-off meeting to align on objectives, priorities and reporting frequency

❋ Stakeholder introductions to connect with key team members, one-on-ones

❋ Access setup (where needed) of systems, platforms and internal resources

❋ Information gathering - share relevant submissions, client lists and strategic context

❋ Timeline and delivery plan for the agreed scope of work