Practice Diagnostic

A fixed scope review of your firm’s operational health.

Every firm's priorities are different, and this diagnostic is scoped to reflect that. Every engagement covers the same core ground: how the firm is governed, how financially healthy it actually is today, and where margin is being made or lost against industry benchmarks.

From there, the emphasis is calibrated to your firm's size, structure and stage. Whether that means a closer look at billing discipline and cash conversion, a headline view of pipeline and delivery risk, or an early flag on succession readiness.

The result is a short written findings report and a prioritised roadmap. A clear, practical view of where to focus first, delivered over a fixed timeframe for a fixed fee.

Core scope areas included in assessment:

  • Governance and leadership structure

  • WIP management and billing discipline

  • Financial health today and how clearly leadership can see it

  • Cost and revenue apportionment, margin against industry benchmarks

  • Headline view of project portfolio and pipeline

Format:

2–4 weeks · Fixed fee · Findings report and roadmap · One structured session with leadership