Step 1 · Scope
The question, and what is outside it.
Four services, all scoped so an honest status determination is straightforward.
Assumptions go in their own section so you can argue with them rather than having to accept or reject a conclusion whole. We will also say when a business is not ready for the thing it is contemplating, which is rarely the brief and is sometimes the most valuable sentence in the work.
The question, and what is outside it.
What is actually happening.
Costed, with assumptions listed.
You decide; we document why.
How work really flows.
Where it stops, and why.
Before adding anything.
So it holds after we go.
The documented process and the actual one differ in almost every organisation, and it is the actual one that produces the delays. We reconstruct it with the people who do the work, and we look first for steps to remove. Putting a system on top of a process nobody questioned makes the problem permanent and more expensive.
Programmes rarely fail in one dramatic moment; they fail through small scope changes nobody wrote down. We hold the scope in writing and report every change with its effect on date and cost, including when that contradicts what has been said internally. That is uncomfortable occasionally and it is the job.
Objective, authority and reporting.
Dated and verifiable.
Changes reported, not absorbed.
Handover documented.
A review cadence actually kept.
Commercial and operational.
Named, and referred.
Against what was agreed.
Ongoing work is where an unregulated adviser drifts into regulated territory, usually helpfully. Investments and pensions need FCA authorisation. Reserved legal activities need a regulated lawyer. Accounts, tax and audit need the relevant professional. We refer rather than offering a view in passing, and we disclose anything that could affect our objectivity.
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