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Decisions in Engagement governance
Decisions that apply in Engagement governance, set there or inherited from a scope above it.
DecisionTypeStatusApplies inApproved byUpdated
steering-cadenceSteering meetings are held every two weeks for about forty-five minutes.GovernanceIn conflictEngagement governancebi-weeklymarcus.webb@meridian-labs.comJust nowimplementation-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 nowgeographic-scopeThe review covers Florence, with a lighter Milan assessment delivered as an appendix on 1 December.ScopeNot enough evidenceEngagement governanceFlorence plus Milan appendixMilan satellite officeThe CEO asks for Milan to be assessed, a late addition outside the original Statement of Work.nora.chen@meridian-labs.comJust nowboard-presentation-dateThe final report lands on 1 December, ahead of the board meeting on 10 December.GovernanceNot enough evidenceEngagement governance2025-12-10nora.chen@meridian-labs.comJust nowdelivery-sequenceThe intake findings lead the delivery; the audit trail work gets weeks eight and nine once the data is complete.PrioritisationNot enough evidenceEngagement governanceintake leads, audit followsnora.chen@meridian-labs.comJust nowfinal-report-deliveryThe full final report is delivered on 1 December 2025.GovernanceNot enough evidenceEngagement governance2025-12-01nora.chen@meridian-labs.comJust nowobservation-protocolObservation is not an audit and nothing in the final report is attributed to an individual.GovernanceNot enough evidenceEngagement governanceno individual attributionnora.chen@meridian-labs.comJust nowinitial-data-requestThe client supplies audit reports, the org chart, documentation templates and a system inventory by 19 September.GovernanceNot enough evidenceEngagement governancedue 2025-09-19nora.chen@meridian-labs.comJust nowpresentation-structureThe intake process findings lead the board presentation; audit infrastructure is framed as a six to twelve month initiative.PrioritisationNot enough evidenceEngagement governanceintake leadsnora.chen@meridian-labs.comJust nowreporting-depthThe depth of the reporting analysis is scaled back to buy schedule.ScopeNot enough evidenceEngagement governancereducednora.chen@meridian-labs.comJust nowimplementation-priorityThe audit queue redesign is the first thing to change: a process fix, pilotable on one team, with the fastest return.PrioritisationNot enough evidenceEngagement governanceaudit queue redesign firstmarcus.webb@meridian-labs.comJust nowsystem-accessThe consultants get read-only guest accounts, with sandbox access wherever client data is involved.GovernanceNot enough evidenceEngagement governanceread-only guest accountsmarcus.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 nowsoftware-selectionSoftware evaluation, selection and procurement are out of scope for this engagement.ScopeActiveEngagement governanceout of scopepriya.anand@clearpath-solutions.itJust nowgoverning-lawItalian law governs the Statement of Work; disputes go to mediation in Florence first.CommercialActiveEngagement governanceItaly; mediation in Florencepriya.anand@clearpath-solutions.itJust nowdata-retentionClient materials are deleted or returned within thirty days of completion; interview and research materials are kept one year, then destroyed.GovernanceActiveEngagement governance30 days; research materials 1 yearpriya.anand@clearpath-solutions.itJust nowdeliverable-ownershipDeliverables become the client’s exclusive property on receipt of full payment.CommercialActiveEngagement governanceclient, on full paymentpriya.anand@clearpath-solutions.itJust nowdeliverable-review-periodThe client has ten business days to accept a deliverable or request revisions; silence is acceptance.GovernanceActiveEngagement governance10 business dayspriya.anand@clearpath-solutions.itJust nowchange-authorityOnly Thomas Reed’s written approval can modify the Statement of Work or the engagement terms.GovernanceActiveEngagement governanceThomas Reed, in writingpriya.anand@clearpath-solutions.itJust nowprimary-contactPriya Anand is the client’s primary point of contact, with authority over scheduling, data requests and interim feedback.GovernanceActiveEngagement governancePriya Anandpriya.anand@clearpath-solutions.itJust nowengagement-durationThe engagement runs twelve weeks from the kickoff date of 8 September 2025.GovernanceActiveEngagement governance12 weeks from 2025-09-08priya.anand@clearpath-solutions.itJust nowpayment-schedulePayment is 30% on execution, 30% on delivery of the Observation Findings Report and 40% on the final deliverables.CommercialActiveEngagement governance30 / 30 / 40priya.anand@clearpath-solutions.itJust nowengagement-feeThe total project fee for the process review is €85,000, exclusive of VAT.CommercialActiveEngagement governance€85,000priya.anand@clearpath-solutions.itJust nowtechnology-investmentThe engagement addresses process and people, not a technology overhaul or software selection.ScopeNot enough evidenceEngagement governanceprocess and people, not technologypriya.anand@clearpath-solutions.itJust nowheadcount-targetClearPath targets a headcount of 150–200 employees within eighteen months.GeneralNot enough evidenceClearPath Solutions150–200 employees in 18 monthspriya.anand@clearpath-solutions.itJust now