Public overview

This page is a simplified overview of what helps the work run smoothly. A more functional checklist is provided directly to clients once an engagement is agreed.

Helpful to have ready

• A named sponsor and point of contact.
• A short description of what prompted the work (one paragraph is enough).
• A list of key decision areas (3–8 items).
• Availability for short conversations with a small number of contributors.

What you do not need

• No large document pack.
• No polished narrative.
• No internal consensus before speaking to ORION.

Client checklist

Client-facing preparation steps are provided as part of engagement onboarding and are not published on the website.