Ongoing retainer
A monthly
decision rhythm.
Agree the baseline
Confirm inputs, definitions, reporting dates, priorities, and the review cadence.
Prepare and check
Refresh the agreed reporting, compare results with the plan, and investigate unexpected movements.
Read it together
Review the interpretation and recommendations. Agree what to act on, who owns it, and what needs another look.
Carry it forward
Update the forecast, assumptions, and decision record. Review the reporting workflow for drift and prioritize the next cycle.