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Decisions in Client intake and scoping

Decisions that apply in Client intake and scoping, set there or inherited from a scope above it.

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Client intake and scoping
✓Every scope✓ClearPath Solutions✓Engagement governance✓Consultant onboarding✓Client intake and scoping✓Audit and quality workflow✓Client reporting✓Knowledge management✓Milan satellite office
Every type
✓Every type✓Commercial✓General✓Governance✓Measurement✓Prioritisation✓Process change✓Scope✓Tooling
DecisionTypeStatusApplies inApproved byUpdated
implementation-startImplementation begins on 6 January 2026 with the quick wins.PrioritisationActiveClearPath Solutions2026-01-06marcus.webb@meridian-labs.comJust nowteam-utilisation-targetTeam utilisation moves from 68% to 75% by June 2026, seven percentage points.MeasurementActiveClearPath Solutions68% → 75%marcus.webb@meridian-labs.comJust nowintake-standardA formal scope sign-off is required before work begins, on a project scoping template with required elements.Process changeActiveClient intake and scopingscope sign-off requiredmarcus.webb@meridian-labs.comJust nowtooling-budgetProcess changes must be implementable within the existing €380K annual IT budget, without a major technology investment.CommercialActiveClearPath Solutions€380K annual IT budgetpriya.anand@clearpath-solutions.itJust now