14
Client Engagement
Client Engagement
1
2027-01-04T08:00:00
2027-03-05T17:00:00
1
08:00:00
17:00:00
7
0
0
1
Standard
1
-1
1
0
2
1
08:00:00
12:00:00
13:00:00
17:00:00
3
1
08:00:00
12:00:00
13:00:00
17:00:00
4
1
08:00:00
12:00:00
13:00:00
17:00:00
5
1
08:00:00
12:00:00
13:00:00
17:00:00
6
1
08:00:00
12:00:00
13:00:00
17:00:00
7
0
1
1
Scope & contract
1
0
1
1
500
2027-01-04T08:00:00
2027-01-11T17:00:00
PT48H0M0S
7
0
1
0
187200
0
0
2
2
Confirm scope and acceptance criteria
1
0
1.1
2
900
2027-01-04T08:00:00
2027-01-07T17:00:00
PT32H0M0S
7
0
0
0
196800
0
4
2027-01-04T08:00:00
What is in, what is explicitly out, and how the client will judge each deliverable done.
3
3
Agree rate card and billing schedule
1
0
1.2
2
700
2027-01-06T08:00:00
2027-01-08T17:00:00
PT24H0M0S
7
0
0
0
192000
0
4
2027-01-06T08:00:00
Rates by grade, invoicing cadence, expenses policy, and the purchase-order reference to quote.
4
4
Sign the statement of work
1
0
1.3
2
900
2027-01-11T08:00:00
2027-01-11T17:00:00
PT8H0M0S
7
0
0
0
187200
0
4
2027-01-11T08:00:00
Countersigned SOW filed, project marked billable, and the billing code set before anyone logs an hour.
5
5
SOW signed
1
0
1.4
2
500
2027-01-11T08:00:00
2027-01-11T08:00:00
PT0H0M0S
7
1
0
0
192000
0
4
2027-01-11T08:00:00
6
6
Discovery
1
0
2
1
500
2027-01-11T08:00:00
2027-01-25T17:00:00
PT88H0M0S
7
0
1
0
139200
0
0
7
7
Run stakeholder interviews
1
0
2.1
2
700
2027-01-11T08:00:00
2027-01-18T17:00:00
PT48H0M0S
7
0
0
0
163200
0
4
2027-01-11T08:00:00
Six to ten conversations across the client side. Record who decides, who blocks, and who is merely consulted.
8
8
Assess the current state
1
0
2.2
2
700
2027-01-14T08:00:00
2027-01-22T17:00:00
PT56H0M0S
7
0
0
0
144000
0
4
2027-01-14T08:00:00
Document what exists today against what the SOW assumes exists. The gap is where change requests come from.
9
9
Present the discovery readout
1
0
2.3
2
700
2027-01-25T08:00:00
2027-01-25T17:00:00
PT8H0M0S
7
0
0
0
139200
0
4
2027-01-25T08:00:00
Findings, revised approach, and any assumption that turned out false. Get it acknowledged in writing.
10
10
Discovery readout
1
0
2.4
2
500
2027-01-25T08:00:00
2027-01-25T08:00:00
PT0H0M0S
7
1
0
0
144000
0
4
2027-01-25T08:00:00
11
11
Delivery
1
0
3
1
500
2027-01-26T08:00:00
2027-03-01T17:00:00
PT200H0M0S
7
0
1
0
19200
0
0
12
12
Deliver workstream one
1
0
3.1
2
700
2027-01-26T08:00:00
2027-02-12T17:00:00
PT112H0M0S
7
0
0
0
72000
0
4
2027-01-26T08:00:00
The first substantive deliverable. Log hours against this task so utilisation and margin stay real.
13
13
Deliver workstream two
1
0
3.2
2
700
2027-02-03T08:00:00
2027-02-19T17:00:00
PT104H0M0S
7
0
0
0
48000
0
4
2027-02-03T08:00:00
The second deliverable, usually overlapping the first. Watch the capacity view before committing anyone else.
14
14
Hold the weekly client status
1
0
3.3
2
500
2027-01-26T08:00:00
2027-03-01T17:00:00
PT200H0M0S
7
0
0
0
19200
0
4
2027-01-26T08:00:00
One recurring slot: progress, decisions needed, and anything trending toward a change request.
15
15
Log and price change requests
1
0
3.4
2
700
2027-01-29T08:00:00
2027-02-26T17:00:00
PT168H0M0S
7
0
0
0
24000
0
4
2027-01-29T08:00:00
Anything outside the signed scope gets written down and priced before it gets worked, not after.
16
16
Handover & close
1
0
4
1
500
2027-02-22T08:00:00
2027-03-05T17:00:00
PT80H0M0S
7
0
1
1
0
0
0
17
17
Hand over documentation and training
1
0
4.1
2
700
2027-02-22T08:00:00
2027-03-01T17:00:00
PT48H0M0S
7
0
0
0
19200
0
4
2027-02-22T08:00:00
Runbooks, access, and a working session so the client team can operate it without you.
18
18
Obtain final acceptance sign-off
1
0
4.2
2
900
2027-03-02T08:00:00
2027-03-04T17:00:00
PT24H0M0S
7
0
0
0
4800
0
4
2027-03-02T08:00:00
Written acceptance against the criteria agreed in week one. This is what unlocks the final invoice.
19
19
Run the margin and lessons review
1
0
4.3
2
500
2027-03-05T08:00:00
2027-03-05T17:00:00
PT8H0M0S
7
0
0
1
0
0
4
2027-03-05T08:00:00
Planned versus actual hours, realised margin, and what to price differently next time.
20
20
Final acceptance
1
0
4.4
2
500
2027-03-05T08:00:00
2027-03-05T08:00:00
PT0H0M0S
7
1
0
0
4800
0
4
2027-03-05T08:00:00