ClientCollaboration&DeliveryFramework

Actions

• • Identify service line and primary business objective.
• • Check fit: urgency, budget realism, and business context.
• • Route lead to relevant department lead for qualification.

Outputs

• • Initial qualification notes
• • Service-line ownership

Controls

No sensitive exchange before confidentiality controls are in place.

Actions

• • Execute NDA before substantive discussion.
• • Capture current-state process and business outcome goals.
• • Set expectations on legal, data, and scope boundaries.

Outputs

• • Signed NDA reference
• • Discovery call notes

Controls

Non-negotiable NDA-first policy for confidential exchange.

Actions

• • Run paid discovery rather than free scoping.
• • Map workflows, systems, data touchpoints, and constraints.
• • Document problem statement and implementation boundary.

Outputs

• • Discovery brief
• • Scope baseline
• • Feasibility notes

Controls

Discovery fee paid before session scheduling.

Actions

• • Draft concrete scope, timeline, payment milestones, and exclusions.
• • Define out-of-scope boundaries and change-order pathway.
• • Attach retainer path where relevant post-delivery.

Outputs

• • Signed proposal / commercial scope

Controls

Anything not written is out-of-scope until change order approval.

Actions

• • Execute service-specific master agreement(s).
• • Attach DPA where personal data processing exists.
• • Validate mandatory legal dependencies for mixed-service engagements.

Outputs

• • Executed service agreements
• • DPA/NDA attachments

Controls

No billable delivery work starts before fully signed contract set.

Actions

• • Create project brief and architecture note.
• • Provision secure access controls and credential governance.
• • Assign accountable internal owners and execution lanes.

Outputs

• • Kickoff artifacts
• • Access map
• • Project ownership matrix

Controls

Work starts only after kickoff payment clearance.

Actions

• • Execute service lifecycle with weekly checkpoints.
• • Apply compliance controls across content, code, AI, and security operations.
• • Log approvals and evidence for each milestone.

Outputs

• • Milestone deliverables
• • Approval logs
• • Audit-ready evidence

Controls

Scope additions require written change order before execution.

Actions

• • Issue milestone invoice per schedule.
• • Pause transition if payment SLA is breached.
• • Document notice-period obligations and suspension rules.

Outputs

• • Payment receipts
• • Phase-go/no-go log

Controls

No progression to next phase without current phase payment settlement.

Actions

• • Deliver formal handover package with operational documentation.
• • Transfer assets/credentials per payment and access policy.
• • Walk through implementation outputs with client team.

Outputs

• • Handover package
• • Delivery confirmation
• • Operational runbook

Controls

Final source/editable assets transfer only after final payment.

Actions

• • Run post-delivery review (2–4 weeks).
• • Assess outcomes and identify optimization roadmap.
• • Convert project momentum into retainer continuity.

Outputs

• • Retention proposal
• • Quarterly optimization roadmap

Controls

Retention offer positioned at peak outcome confidence window.