Lode / Engagements / Working terms
Working terms
Discuss the scope
Agree the scope. Put the terms in writing.
Fixed fee, agreed in writing, sized to the decision.
Define the question and deliverable
Agree on access and confidentiality
Record the fee and schedule
Scope
We agree the question, required data, deliverables and responsibilities.
Timing
Start dates, interim reviews and delivery are agreed in writing.
Decision focus
The engagement focuses on the specific question or decision in front of you.
Further work
Any additional examination requires a separate scope and agreement.
Referral relationships
Commercial relationships with recommended implementation partners are disclosed in writing.
Written agreement
Working terms and confidentiality arrangements are settled before data is shared.