Engagement Catalogue
What the client buys. Expand each engagement for purpose, duration, investment, expected outcomes, graduation criteria, and recommended next step.
Assessment Framework
How analysts evaluate. The six core reviews that constitute the Institutional Diagnostic™. Methodology only — deliverables are defined in Section 3.
Client Deliverables
What clients receive. Every deliverable follows the same standardised format so output is consistent across analysts.
Delivery Workflow
How work flows through ICOS from client intake to graduation recommendation.
Quality Control
Internal completion checklist for every client deliverable. Ensures every analyst produces the same quality regardless of who performs the engagement.
- All six reviews completed
- Pillar scores validated
- Constraints identified and ranked
- Recommendations prioritised
- Strategic Roadmap™ linked
- Advisor review completed
- Final formatting approved
- Primary constraint identified
- Secondary constraints ranked
- Quantified revenue or capacity impact documented
- Constraint map produced
- Interventions sequenced into Strategic Roadmap™
- Advisor review completed
- Diligence readiness heatmap completed
- Investor expectation gaps documented
- Red-flag risk register populated
- Capital Readiness Score validated
- Readiness work plan sequenced
- Advisor review completed
- Initiatives mapped to findings in the Institutional Readiness Report™
- Each initiative scored on Impact and Effort
- Ownership assigned for every initiative
- Success metrics defined
- 90-day / 6-month / 12-month horizons populated
- Advisor review completed
- Readiness level confirmed
- Single primary recommendation issued
- Justification documented
- Expected outcomes listed
- Graduation milestones defined
- Signed by analyst and advisor
These checklists are the standard ICOS quality control framework. No deliverable should leave the firm without every applicable item verified by the assigned analyst and confirmed by the reviewing advisor.