Client Onboarding

A clear, structured onboarding process designed to ensure alignment, confidentiality, and efficient delivery from day one.

What This Onboarding Achieves

  • Establishes scope, expectations, and success criteria
  • Ensures legal, ethical, and policy alignment
  • Reduces delays and miscommunication
  • Creates a single source of truth for the engagement
1

Engagement Confirmation

Formalise intent and authority.

  • Confirm primary client contact and decision-maker
  • Confirm service category and engagement type
  • Acknowledge the Non-Confrontational Policy
  • Confirm acceptance of advisory-only responsibility

Deliverable: Engagement Acknowledgement

2

Scope & Objectives Definition

Align on outcomes, not assumptions.

  • Define engagement boundaries and exclusions
  • Confirm objectives and success indicators
  • Identify constraints (time, access, compliance)
  • Agree on reporting format and cadence

Deliverable: Scope & Objectives Document

3

Access & Information Readiness

Enable diagnostics without disruption.

  • Confirm access requirements (systems, sites, documentation)
  • Agree on observation windows and touchpoints
  • Identify stakeholders for non-attributable input
  • Confirm data handling and confidentiality expectations

Deliverable: Access & Readiness Checklist

4

Diagnostic Kickoff

Begin structured assessment.

  • Confirm diagnostic timeline
  • Reconfirm scope and success criteria
  • Establish communication channel
  • Set expectations for interim updates

Deliverable: Diagnostic Plan & Timeline

5

Governance & Communication

Maintain clarity throughout the engagement.

  • Single point of contact confirmed
  • Change control and scope adjustment process
  • Escalation path (non-operational)
  • Documentation and version control approach

Deliverable: Engagement Governance Framework

Client Responsibilities

  • Provide accurate and timely information
  • Ensure appropriate authorization and access
  • Review and acknowledge deliverables
  • Retain ownership of implementation decisions

Ready to Begin?

Onboarding ensures clarity before execution.

Start Onboarding