When this may be relevant to you
- You need to review your current position before proceeding.
- You want clear responsibilities and a defined scope of support.
- You need to organise the relevant information and the next steps.
Focus on the work involved
Review the current position
Review the company’s market, structure and existing services.
You prepare: Company records, renewal notices and details of current providers.
Identify the work due
Separate the items that need attention and confirm which services should continue.
You prepare: Your requirements, changes to company information and work already completed.
Coordinate completion
Track the agreed tasks and collect the relevant confirmations.
You prepare: Additional information and a review of the documents delivered.
Agree the approach before work begins
- Discuss objectives and the current stage.
- Agree the work, responsibilities and deliverables.
- Prepare the information and coordinate the agreed activities.
- Review the documentation and clarify the next steps.
What you receive
- A checklist of information and work to prepare.
- An agreed list of responsibilities and deliverables.
- Documentation and guidance for the next steps within the agreed scope.
The specific deliverables are agreed for the service or programme concerned.
Questions you may have
Can we discuss a specific part of the work?
Describe your current situation and the support you need. The scope and the conditions for taking on the work are clarified before proceeding.
What is included in the service?
The tasks, responsibilities, deliverables and any follow-up support are agreed individually. Related services or additional work are clarified separately.

