Business · Planning guide
Prepare for a business advisory engagement
Organize the objective, financial picture and decision that the work needs to support.
Read the guideInsights & resources
Start with a better brief.
Practical preparation notes to help you discuss a business, technology or legal assignment with LITCON. These are introductory planning guides, not news reports or case-specific advice.
Technology · Planning guide
Scope a digital systems project
Start with workflows and user needs, rather than a list of software features.
Read the guideLegal · Planning guide
Brief a legal or corporate documentation assignment
A clear brief helps define the work, the relevant parties and the document history.
Read the guidePrepare for a business advisory engagement
Organize the objective, financial picture and decision that the work needs to support.
- State the decision you need to make, the problem to address and the timeline.
- Gather available budgets, management reports, operating procedures and relevant background information.
- Identify the people who own the data, will review the work and will implement the recommendations.
- Agree the required outputs, review milestones and how progress will be assessed.
Scope a digital systems project
Start with workflows and user needs, rather than a list of software features.
- Describe the current process, its users and the points where delays or errors occur.
- List existing systems, available data, integrations and ownership responsibilities.
- Identify security, backup, connectivity and support requirements before implementation.
- Plan for data validation, testing, user training and handover as part of the project.
Brief a legal or corporate documentation assignment
A clear brief helps define the work, the relevant parties and the document history.
- Identify the parties, the document or issue, the intended transaction and the relevant jurisdiction.
- Provide existing agreements or company records through an agreed secure channel, not the public enquiry form.
- Explain ownership arrangements, approval responsibilities, key concerns and any deadlines.
- Confirm the responsible professional, agreed scope and review process before the work begins.
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