Redwood Field AdvisoryEngagement Process
How a typical advisory engagement unfolds — from first conversation through delivery and follow-on support.
Every engagement follows a predictable structure so you know what to expect before committing time or budget.
Initial conversation
A 30-minute call or meeting at our Newcastle office. You describe the pressure point — stalled growth, owner overload, a pending investment decision, or governance gaps. We ask about headcount, sites, and timeline. No fee for this conversation.
Scoping memo
Within five business days we send a short scoping memo: proposed scope, deliverables, timeline, fee, and what we need from you to begin. You can share this with a business partner or board before deciding.
Engagement letter
Once you accept, we issue an engagement letter covering confidentiality, fee milestones, and each party's responsibilities. A deposit (typically 40%) is due before scheduling begins.
Discovery
On-site interviews, document review, and observation. For operational work this means time on the floor and in team meetings. For financial or governance work, we review your models, minutes, and accounts.
Working sessions
Workshops with your leadership team to test findings, agree priorities, and draft the operating playbook, review document, or governance charter. Sessions are practical — whiteboards, real examples, named action owners.
Delivery
Written deliverable handed over with a presentation walkthrough. You receive editable source files, not just a PDF locked in our format.
Implementation support
Flagship operational engagements include four fortnights of check-in calls. Other engagements offer optional follow-on days at our standard day rate.
Close-out
Final invoice, feedback conversation, and — if appropriate — a recommendation for next steps. We do not auto-renew; you decide whether further work is warranted.