"People who enjoy meetings should not be in charge of anything."
Thomas Sowell - Economist and social theorist Chicago School of Economics

No two engagements are the same, but they all follow the same general process:

1. First, non-committal conversation. Needs are identified and matched to the services offered.

2. The client selects from recommended courses of action and determines my level of participation.

3. A detailed description of the work to be performed broken down into individual tasks, the information needed to perform the work is identified, a time-frame is agreed upon and the total cost of the engagement and payment terms are agreed upon before the work begins.

4. The client may choose to assign any of the discrete tasks outlined to their staff or themselves allowing greater flexibility – my clients only pay for the services they need.

5. Performance – any combination of the client, their staff and myself desired. The discrete tasks are completed and assembled to meet the main goals of the engagement.

6. Review – after performance the client is provided with a detailed description of the work performed, the rationale used and any additional steps to be taken. This review period is the client’s opportunity to review the work and request any adjustments or additional considerations. 

An engagement is not considered complete until the client is satisfied. There is no format or template to follow. The only considerations are your needs and my ability to deliver the desired result.

Vitullo Advisory Services Engagement Process