How Engagements Work
Engagements are intentionally designed to be short, scoped and independent. This work exists to support decision-making, not to create long-term dependency.
What an Engagement Is
Most engagements include:
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A defined advisory question or decision area
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A limited time window
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Review of relevant materials, data and context
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Structured conversations with senior leadership
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Written findings or recommendations
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A clear conclusion​
The goal is clarity, not continuation.
Typical Engagement Structures
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Decision-Support Advisory: Focused review tied to a specific decision.
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Organizational Assessment: Short-term review of roles, alignment and authority
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Interim Advisory Support: Limited support during leadership transition
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Second-Opinion Review: Independent assessment of existing plans or proposals
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All engagements are virtual-first, with optional, limited travel if appropriate.
How Engagements Conclude
Every engagement includes:
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A defined end date
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A final deliverable or summary
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No obligation to extend
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No expectation of follow-on work
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If additional support is appropriate, it is discussed as a new, separate engagement.
What an Engagement Is Not
The work does not include:
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Campaign execution
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Staff management
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Ongoing operational responsibility
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Open-ended consulting
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"Embedded" roles without boundaries​
Recommendations may include further action, but execution is handled separately.
Compensation & Scope
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Flat fee or capped engagements
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Clear scope defined upfront
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No success-based or contingent fees
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Paid monthly or upfront
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Confidential and independent
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Engagements are designed to end.