Consulting firm · Client delivery
Deliverable review and client sign-off
Take an engagement from signed statement of work to a final report the client has signed off, without chasing data by email or sending drafts the partner has not seen. The client shares data and signs off through a shared link, and the report stays internal until the engagement partner approves it.
- Duration: 4 to 8 weeks
- How often: For every engagement
- Steps: 10 steps
- AI agents: 1 AI agent
- Approvals: 1 approval
Free plan, no credit card needed.
What changes with this template
Without it
Data arrives in pieces from different people at the client, and the analysis starts late.
A deck goes to the client late on Friday, before the partner has seen it.
"Looks good" on a call is the only record that the client accepted the report.
A consultant spends a day turning interview notes into themes.
With it
The client project lead works through the data request on one link, and a gap blocks the run in week 2.
The report stays internal until the engagement partner approves it.
The client sponsor signs off through the shared link, and the decision is on the run with name and time.
An AI agent drafts the themes, and the senior consultant checks them against the notes.
The template, step by step
Each step says who does it: someone on your team, an AI agent, or the client through a shared link. An approval keeps every later step locked until it is given.
- Done by your team
- Done by an AI agent
- Done by the client, through a shared link
Starts when
The statement of work is signed. The engagement manager starts a run with the client name, the client sponsor and the kickoff date.
- 1
Confirm scope and share the engagement link
Day 1Engagement manager · Team
Check the signed statement of work against the team and the dates, then send the shared run link to the client project lead so they see what the engagement needs from them.
Checklist
- Statement of work signed
- Engagement team confirmed
- Shared link sent to the client project lead
Fields to fill in
- Client name (required)
- Client sponsor email (required)
- Kickoff date (required)
- Final steering committee date (required)
- 2
Hold the kickoff with the client sponsor
Week 1Engagement partner · Team
Agree goals, success criteria and governance with the client sponsor, and walk through the data request and the interview list.
Checklist
- Success criteria agreed
- Data request walked through
- Interviewees and dates agreed
Fields to fill in
- Agreed scope and success criteria (required)
- Interviewees and dates (required)
- 3
Share the requested data
Weeks 1 to 2Client project lead · Shared link
Through the shared link, the client project lead ticks off each item of the data request, shares a link to where the data sits and names who owns anything still to come.
Checklist
- Financial data for the full period
- Operational data for every site
- Organization chart
- Interview contacts confirmed
Fields to fill in
- Link to the data folder (required)
- Data still to come, and who owns it
- 4
Check that the data is complete
Week 2Analyst · Team
Open every dataset and check its coverage, period and field definitions. If something is missing, mark the run as blocked and note what is missing and who at the client owns it.
Checklist
- Every site or business unit covered
- A full period of data
- Field definitions clear
Fields to fill in
- Missing data and owner
- 5
Hold the stakeholder interviews
Weeks 2 to 3Senior consultant · Team
Run the agreed interviews and record the key points of each one on the run, with a link to the full notes.
Checklist
- Every agreed interview held
- Key points recorded for each interview
Fields to fill in
- Interview notes (required)
- Link to the full interview notes
- 6
Summarize the interview themes
Week 3Interview summarizer · AI agent
The interview summarizer groups the interview notes into themes, notes which stakeholders raised each one, and lists the claims to check against the data.
Fields to fill in
- Interview themes (required)
- Claims to verify
Checked by: The senior consultant checks the themes against the interview notes in step 7, before they go into the report.
- 7
Build the draft report
Weeks 3 to 5Senior consultant · Team
Check the themes against the interview notes, then build the report on the firm's template with a source for every number.
Checklist
- Themes checked against the notes
- Every number has a source
- Recommendations follow from the analysis
Fields to fill in
- Link to the draft report (required)
- Link to the model
- 8
Review and approve the report
Hidden from the shared linkWeek 5Engagement partner · Team
Read the draft report and the model, note what needs to change, and approve the report when it is ready for the client.
Checklist
- Numbers tie back to the model
- Scope matches the statement of work
- Recommendations the firm will stand behind
Fields to fill in
- Partner review notes
Approval: The report stays internal until the engagement partner approves it.
- 9
Present the findings and agree final changes
Week 6Engagement manager · Team
Present the findings to the client sponsor and the steering committee with the engagement partner, record the changes agreed, and email the final report to the client sponsor.
Checklist
- Agreed changes made in the final report
- Final report emailed to the client sponsor
Fields to fill in
- Changes agreed with the client (required)
- Link to the final report (required)
- 10
Sign off the final report
Week 6Client sponsor · Shared link
Through the shared link, the client sponsor confirms that the final report the engagement manager emailed covers the agreed scope, and records their decision, with what still needs to change if they do not sign off yet.
Checklist
- Final report reviewed
- Agreed scope covered
Fields to fill in
- Decision (required)
- Name and role of the person signing off (required)
- What still needs to change
Done when
The client sponsor has signed off the final report, with every data request, review and acceptance recorded on the run.
Make it yours. Rename steps, change owners and add checklist items, fields or approvals. The template is a starting point for the way your team works.
The AI agents in this template
An agent only works on its own steps, and a person on your team checks what it did. Anything an agent writes to a connected app waits for approval unless you allow it.
Interview summarizer
Turns the interview notes recorded on the run into themes and claims to verify.
What it does
- Reads the interview notes recorded in step 5
- Groups what stakeholders said into themes, with who raised each one
- Lists claims the team should check against the data
- Writes the themes into its step and completes it
Checked by: The senior consultant checks the themes against the interview notes in step 7, before they go into the report.
Questions this template answers
Turn the data request into a checklist the client works through themselves, and make every gap visible in the first two weeks. In step 3 the client project lead ticks off each item through a shared link, and in step 4 the analyst marks the run blocked and notes what is missing and who owns it.
Make the partner review a gate the report cannot pass without, not a slot in someone's calendar. Step 8 is an approval gate: the presentation and the client sign-off stay locked until the engagement partner approves the report.
Ask the client sponsor to record their decision on the final report itself, not in a meeting or an email thread. In step 10 the sponsor signs off through the shared link, and the run keeps their decision, their name and the time.
Let AI group the interview notes into themes and keep the judgment with the consultant who ran the interviews. In step 6 the interview summarizer drafts the themes and the claims to verify, and in step 7 the senior consultant checks them against the notes before anything reaches the report.
Keep the partner review and the client's acceptance on the same record as the work itself. The run shows the engagement partner's approval in step 8 and the client sponsor's sign-off in step 10, each with a name and a time.
Agree goals, success criteria and governance with the client sponsor, and walk through the data request and the interview list while everyone is in the room. Step 2 records the agreed scope and the interviewees on the run, so every later step works from what was agreed.
Run this workflow in OKiDO
Set up the steps, owners and approvals once, then start a run for every new case.