- Owner
- Alex Morgan · Independent advisor
- Version
- v1.0 · Approved Jul 10, 2026 · First approved version
- Where it lives
- Consultant Workbench
Purpose
Each week, look at every active engagement, the pipeline and the advisor’s hours together, and decide what changes next week.
Prerequisites
- Engagement records current in the Workbench
- Authorized engagement data received for client CompassOS engagements
Inputs
- Hours logged this week and the 4-week average
- Milestone status for each engagement
- Pipeline: conversations, qualified opportunities, proposals
Steps
- Every Friday, open the weekly review view in the Workbench.
- For each engagement, confirm milestone status and the next milestone at risk.
- Check the 4-week average against the 40-hour guardrail; if above, choose what to delegate, defer or decline.
- Review the pipeline against three qualified discoveries a month.
- Record up to three decisions, each with an owner and date, and link them to the goal they serve.
- Carry unresolved items to the monthly practice review (ARC).
Safety and quality checks
- Hours are reviewed every week, even in a busy week.
- Each decision names one accountable person.
- Client-side figures come only from authorized engagement data.
Output and evidence
- Weekly review record: hours, milestones, pipeline and decisions
Related roles and RASCI
From the process step “Weekly engagement review”, the one record the swim-lane map and matrix also read.
| Role | RASCI |
|---|---|
| Alex Morgan · Independent advisor | RA |
| Practice assistant (part-time) | S |
| Associate learning designer (contract) | I |
Actions that use it
- Run the weekly engagement review every Friday, including the 40-hour check · Alex Morgan · Independent advisor · due Dec 18, 2026