Engagement Length
40 wks
Standard arc
Active Engagements
24
Across 4 phases
On-Time Gate Rate
96%
Trailing 12 mo
Client NPS
71
Post-handover
Engagement Arc
Client Journey Roadmap
The institutional path from diagnostic baseline to positioned, capital-ready enterprise.
W1
W40
Phase 01
Institutional Diagnostic
Establish baseline. Quantify the gap between current operating posture and institutional readiness.
Objectives
- 01Complete Investibility Score™ assessment across all six dimensions
- 02Map current operating model, governance, and capital structure
- 03Identify critical gaps blocking institutional capital access
- 04Align principals on strategic ambition and engagement scope
Deliverables
D1.1Diagnostic Report
PDF · 40–60 ppD1.2Investibility Score™ Card
ScorecardD1.3Gap Matrix
WorkbookD1.4Engagement Charter
Signed memoTimeline · Weeks 1 – 4
W1
Kickoff · data room access · stakeholder map
W2
Discovery interviews · document review
W3
Scoring · gap analysis · draft findings
W4
Diagnostic readout · charter signature
Meeting Cadence
Ritual
Frequency
Owner
Principal Standup
Twice weekly
Engagement Lead
Working Session
Weekly · 90 min
Senior Analyst
Steering Review
Week 2, Week 4
Partner
Client Communications
Channel
Trigger
Audience
Diagnostic Brief
Day 0
Principals
Status Memo
Weekly Friday
Sponsors
Findings Readout
Week 4
Board
Reporting Templates
Report
Cycle
Template
Weekly Status Memo
Weekly
TPL-CD-001
Diagnostic Report
End of phase
TPL-CD-010
Scorecard
End of phase
TPL-IS-002
Operating Model
Engagement Governance
Standard roles, decision rights, and escalation paths across every engagement.
Engagement Partner
Outcomes · senior client relationship · steering chair
Engagement Lead
Day-to-day delivery · workstream orchestration · gate quality
Senior Analyst
Analysis · deliverable production · client working sessions