Engagement to delivery

Step by step

1. Establish engagement Practice Lead

   Practice Lead links the client and owning organization, then records contract value, budget hours and dates before moving the engagement from Proposed to Active.

   • Practice Lead links client, contract value and dates
   • Updates Clients, Implementation engagements

2. Assign delivery owner Engagement Manager

   Engagement Manager is named on the engagement and checks consultant practice, role and weekly capacity for the planned work.

   • Engagement Manager is named and consultant capacity is reviewed
   • Updates Consultants, Implementation engagements

3. Record delivery Delivery Consultant

   Delivery Consultant enters time and expenses against the engagement. The manager checks those sources before using the engagement totals.

   • Time and costs attach to the engagement
   • Updates Consultant hours, Project expenses

4. Review outcome Practice Lead

   Practice Lead compares delivered amount, cost, logged hours and remaining budget on the engagement before deciding whether delivery is complete.

   • Delivered amount, cost and remaining budget are compared
   • Updates Implementation engagements

Practice Lead

Reviews commercial outcomes; Engagement Manager owns engagement context; Delivery Consultant records the work; Service Reviewer follows delivery exceptions; Billing Manager handles milestone billing.