Use when the buyer has a scoped recurring agenda, cadence, workstreams, and ongoing interpretation, adjustment, or quality-review needs.
Use diagnostic first when the buyer asks for a retainer but cannot define the agenda.
Avoid when one bounded deliverable solves the problem or the buyer wants vague access.
Not staff augmentation, analytics help desk, HRIS implementation, enterprise BI, data engineering, compliance reporting, or unlimited support.
Advisory agenda, workstreams, cadence, decision rhythm, reporting improvements, launch support, governance, and renewal or exit logic.
Advisory roadmap; workstream tracker; scorecard/reporting improvements; monthly or quarterly advisory summaries; renewal or exit recommendation.
Advisory cadence, decision log, scorecard review rhythm, artifact launch plan, owner model, and exit criteria.
Cadence, workstreams, data complexity, stakeholder involvement, deliverables, and launch support.
