A consulting engagement benefits from a clear statement of the question it is intended to address. Describe the current issue and the decision the work should help clarify.

Discuss the expected outputs in concrete terms: for example, an agreed process map, a planning document or a set of implementation actions. Identify who will provide information and who will review the result.

During the work, record scope changes and open questions together with their owners. A clear review and handover process helps connect the engagement with the team’s ongoing work.