Process

From brief to accepted deliverable

Every engagement follows the same structured path—whether you book a two-day workshop or commission a six-week organisation design review.

  1. Initial brief

    You submit a brief through our contact form or email describing your headcount range, planning deadline, business units involved, and the engagement type you are considering. We respond within two business days with clarifying questions or a request for a short intake call.

  2. Scoping call

    A thirty-minute call with an analyst to confirm scope, data availability, and stakeholder access. We identify whether your HRIS export is sufficient or whether additional data collection is needed. You receive a written quote and engagement letter within three business days of the call.

  3. Engagement confirmation

    Upon signed engagement letter and deposit (fifty percent for workshops and fixed-scope reports), we schedule analyst time and send a data intake checklist. For workshops, we also confirm department head availability for working sessions.

  4. Data intake and validation

    You provide org charts, HRIS exports, prior submissions, and budget envelopes per the checklist. Our analysts validate completeness and flag gaps before analysis begins. Incomplete data may delay the start date; we communicate this immediately rather than proceeding with assumptions.

  5. Analysis or facilitation

    Written engagements proceed through analysis, chart production, and internal review. Workshops run as scheduled—typically Day 1 for discovery and baseline mapping, Day 2 for scenario building and plan finalisation. Virtual workshops use secure video with shared document editing.

  6. Deliverable and acceptance

    Written reports are delivered as PDF with editable chart source files upon request. Workshop summaries arrive within five business days. You have ten business days to request factual corrections. Balance payment is due upon acceptance. Employee-level data is deleted from our systems thirty days after acceptance unless retention is agreed in writing.

Typical timelines

  • Headcount Planning Workshop: 3–4 weeks from confirmation to deliverable (includes intake and scheduling)
  • Workforce Composition Report: 3–4 weeks
  • Departure Risk Assessment: 2 weeks
  • Organisation Design Review: 4–6 weeks
Start with a Brief View Engagements