Medro Updates

Define the Deliverable That Ends Each Advisory Workstream

By Don McClain

By Don McClain | Founder & Principal, Medro Advisors. An engagement title does not specify what you will receive. For each proposed workstream, name the output, delivery format, information needed from you and review point. Separate analysis, preparation, introductions and execution support; note which services are excluded or handled by another professional. Ask how an incomplete input changes the deliverable rather than assuming the scope silently expands. This adds an output-based scope worksheet to the May broker-versus-advisor archive, without assigning universal duties to either title. Discuss the actual engagement scope with Medro Advisors.