Engagement Process

Every engagement follows the same backbone, though the depth of each phase varies by consultation type. This page describes what you can expect from first contact through handover.

1. Initial scoping call

   A 30-minute conversation — by phone or video — to understand your business, the decision you need to make, and who should be involved. We confirm whether Lilac Field is the right fit and outline the appropriate consultation.

2. Proposal and agreement

   Within two business days you receive a written proposal with scope, timeline, fee, and data we need from you. On acceptance, a 40% deposit secures your start date.

3. Discovery

   Interviews with owners and key staff, review of management accounts, and (for operational reviews) on-site observation. We document what we hear without attributing quotes in the final plan unless you request otherwise.

4. Analysis and drafting

   We synthesise findings into strategic options with explicit trade-offs. For planning reviews, you receive a draft findings memo before the full written plan so you can correct factual errors early.

5. Delivery session

   A facilitated presentation to your leadership group — typically 90 minutes for a planning review or two days for a succession workshop. Decisions and open questions are captured in the final document.

6. Follow-up

   Succession workshops include a four-week follow-up call. Planning reviews include a 30-day check-in email. Additional quarterly sessions are available on request.