How a draft
is marked.
Five passes from brief to handoff — the same method whether the problem is a memo or a reorganization.
The margin
run.
Each pass produces a record — that's how engagements stay scoped, not just active.
Draft filed
The client states the problem and the section; the office answers with a written scope — question, method and deliverable named before the work.
Problem marked
The problem is drawn against the section — margins, dependencies and questions annotated, the draft updated before analysis begins.
Analysis edited
The work runs under the scope — data gathered, findings written, recommendations drafted, everything marked on the same draft.
Client proofed
The client receives the report — findings and recommendations delivered on a set cadence, not on request.
Draft handed over
The engagement closes with the draft reconciled — report, findings and sign-off handed over and kept for reference.
Rules the office
marks by.
Scoped first
No work before the draft — a written scope in place of a handshake.
Draft over memory
Findings and recommendations live on the draft — the record, not recall, is the truth.
Marked problem
Margins and dependencies annotated before analysis — the draft stays open only if it's marked.
Client-confidential
Client data handled under the engagement's confidentiality terms — segregated, disclosed only as required.
Draft handed over
Report, findings and sign-off go to the client at close — the record is theirs.
Scope is plain
What's analyzed and what's not is stated in the draft — exclusions named, not assumed.
Asked at
the office.
Describe the problem and the section — the office answers with a written scope including question, method and deliverable. Nothing runs without the draft on file.
Financial management consulting runs only — investment advice is excluded from the brief, stated plainly on the draft.
A written deliverable — problem marked, findings filed, recommendations stated with the assumptions named. It goes on the same file as the rest.
Frequently — a reorganization that touches people and operations touches two sections. The draft names the practices and the work runs as one file.
File the draft,
on the margin.
Describe the problem, the practice and the timeline — the office answers with a written scope.
File a draft