Engagement Process

From first enquiry to final handover, every engagement follows a clear sequence so boards know what to expect and when to schedule their time.

The five stages

1. Initial conversation (30 minutes, no fee)

   We listen to your situation — organisation type, staff and volunteer scale, and the operational friction you want addressed. If we are not the right fit, we say so and may suggest another resource.

2. Scoped proposal

   Within five business days you receive a written proposal: objectives, methodology, deliverables, timeline, fee, and what we need from you (document access, interview list, meeting dates).

3. Engagement letter & deposit

   Once you accept, we issue an engagement letter and tax invoice for the deposit. Work begins when the deposit clears and document access is arranged.

4. Discovery & delivery

   Interviews, site visits, facilitation, or drafting — depending on the service. We share draft findings with the executive for factual accuracy before board-facing materials are finalised.

5. Handover & optional check-in

   Final report, templates, or session notes are delivered with a brief implementation guide. Optional follow-up calls can be booked at hourly rates if you want a checkpoint four to six weeks later.

What we need from you

• A single point of contact with authority to share documents and schedule interviews.
• Access to current policies, recent board minutes, and organograms where they exist.
• Board or committee time for the presentation or facilitated session as scoped.
• Honesty about internal politics — we work confidentially, but surprises slow the work.

Confidentiality

All client materials are stored encrypted and destroyed twelve months after engagement close unless you request earlier deletion or a longer retention for your records.

Ready to begin?

The first conversation costs nothing and carries no obligation. Use our contact form or call during Queensland business hours.

Start with a scoped conversation View consulting areas