The substance of the engagement, and deliberately the least prescribed stage in the model. What good execution looks like is a matter for the discipline, not for an operating model.
What the model does care about is that work product lands in the document system against the engagement code. Work product held in personal storage is both a retention failure and a knowledge loss.
Open, 2 item(s)
State
What
Position or reason
Owner
assumed
RUL-39 Client data is not held in personal storage
Assumed policy, partially enforced by device configuration. Both a retention failure and a knowledge loss.
Data Protection Officer
open
RUL-40 Work performed at a client site follows the client's data rules
Stated and unenforced. Which rules apply depends on the client, and the firm holds no record of them.
Data Protection Officer
Boundary
Trigger (in)
A baselined plan.
Output (out)
Completed deliverables, and work product filed against the engagement.
Requires
plan-baselined
Produces
work-delivered
Floor: can this run itself
Position
person
Manual because
risk
Basis
The substance of the engagement. Deliberately unprescribed — what good execution looks like is a matter for the discipline, not for an operating model.
Confirmed by
nobody named
Behaviour: what runs it
Systems
Work product, Engagement register
Data
Dataset
Authoritative source
Also in
State
Owner
Work product
Work product
S, Y, S, -, D, M, S, -, A, R, C, H
settled
Quality Lead
Deliverable
Planning and baseline
S, Y, S, -, D, M, S, -, W, O, R, K
settled
Engagement Lead
Rules: what is decided here
ID
Rule
State
Enforced by
Basis
Owner
RUL-38
Work product is filed against the engagement code
defined
Work product
Enforced by the filing structure.
Quality Lead
RUL-39
Client data is not held in personal storage
assumed
IT Service Owner role
Assumed policy, partially enforced by device configuration. Both a retention failure and a knowledge loss.
Data Protection Officer
RUL-40
Work performed at a client site follows the client's data rules
open
nothing
Stated and unenforced. Which rules apply depends on the client, and the firm holds no record of them.