Your business
Name the authorised decision-maker, information owner and reviewer. Identify which commitments and approvals remain with your organisation.
Use these topics to prepare a discussion about how your project should be delivered. Confirm the applicable arrangements in the engagement.
Prepare a project briefName the authorised decision-maker, information owner and reviewer. Identify which commitments and approvals remain with your organisation.
Confirm the work included, responsible contact, reporting expectations, review process and escalation route.
Identify any separate professional advice, representation, vendor tasks or authority decisions. Confirm roles and dependencies in the proposal.
The public inquiry form does not accept document attachments. A private client document portal is not part of this public workflow.
For research work, agree the questions, sources, reporting periods, methodology and material limitations. Separate confirmed findings from assumptions and questions requiring further verification.
Explore research and dataPrepare a draft, then review it before sending an inquiry.