Engagement Operating Model

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Stage detail sheets

Client engagement lifecycle. One sheet per stage, generated from the model. The other index is by entity.

target · 19 stages

#	Stage	Automation	Manual because	Open items
1	Identify opportunity	person	habit	1
2	Qualify opportunity	review	data	1
3	Screen for conflicts	branch	risk	0
4	Price and propose	person	risk	2
5	Assess and accept client	review	risk	1
6	Complete client due diligence	branch	regulation	0
7	Agree terms	person	risk	1
8	Set up engagement	unattended		0
9	Mobilise team	review	data	2
10	Plan and baseline	person	habit	1
11	Execute the work	person	risk	2
12	Capture time and expense	person	habit	2
13	Manage scope change	review	control	0
14	Assure quality	person	control	1
15	Prepare and issue bill	branch	control	1
16	Collect and manage debt	review	risk	1
17	Close engagement	review	control	0
18	Archive and retain	unattended		2
19	Capture lessons and references	open	habit	1

current · 10 stages

#	Stage	Automation	Manual because	Open items
1	Log opportunity	person	habit	0
2	Decide to bid	person	habit	0
3	Check conflicts	review	risk	0
4	Issue proposal	person	risk	0
5	Open the client file	person	data	0
6	Verify the client	person	regulation	0
7	Do the work	person	risk	0
8	Record time	person	habit	0
9	Raise the bill	person	control	0
10	Chase payment	person	habit	0