Chapter 03 — Work

Mandate records.

Three records, written the way we write them internally: challenge, intervention, outcome. All figures are sample content prepared for this template demonstration — no real client is represented.

Advisers working through a client mandate around a meeting table

03.1

Consumer & Retail · 2024

Growth Reset

Owner-managed services group

A founder-led group with nine service lines, flat profit and no agreement on where to invest next. We reduced the plan to four decisions.

9 → 6
Service lines retained
+4.2 pts
Operating margin (sample)
6 weeks
Mandate length
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Advisory house offices at night, seen from the street

03.2

Infrastructure & Energy · 2025

Capital & Governance

Infrastructure operator

Four assets, three funders and a board asked to approve capital cases it could not compare. We built one basis of evidence.

4 assets
On one capital standard
−12 days
Reporting lag (sample)
Tiered
Delegation framework
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Working group collaborating across a shared table

03.3

Professional Firms · 2025

Operating Model

Multi-site professional firm

Three offices, one brand and three ways of working. The firm was losing recoverable hours in the hand-offs between them.

−31%
Hand-off delay (sample)
3 offices
One intake path
10 weeks
Programme length
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