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Engagement formats — 03

Three productized ways to start.

Most service briefs are delivered through one of three formats. The format determines pace, deliverable, and price; the brief determines the question.


F-01

Working paper

A single written artifact answering one specific question — board-grade, fully cited, designed to be acted on.

Included

  • Scoping conversation
  • Source review
  • Draft, revision, and final paper (PDF)
  • 60-minute walk-through
  • Six-week follow-up window

Cadence

3–6 weeks · fixed fee

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F-02

Two-week sprint

A focused, dated engagement that ends in a written hand-off — best when the question is bounded and the answer is needed soon.

Included

  • Kickoff and framing
  • Daily working notes
  • Mid-sprint check-in
  • Final artifact
  • 60-minute hand-off

Cadence

10 working days · fixed fee

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F-03

Quarterly retainer

A standing relationship for incumbents with an ongoing reading need — strategic landscape, vendor watch, regulatory tracking.

Included

  • Monthly reading note
  • Two 60-minute calls per month
  • Ad-hoc memos as questions arise
  • Quarterly review (one written paper)

Cadence

3-month minimum · monthly retainer

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No “Most popular” badge. No price comparison toggle. Specific pricing is on the brief and confirmed in the scoping conversation.