A short,
practical process.
The goal is to move from short call to usable project work quickly, with controlled intake, a narrow scope, and a clean closeout when the work is finished.
01
Short call
Review the school’s current status, the available files, and the immediate priorities.
02
Agreement and scope
Confirm the engagement, the exact service scope, and the data-sharing terms.
03
Secure intake
Receive only the minimum necessary files through the agreed secure method.
04
Review and cleanup
Review records, identify mismatches, and produce usable working outputs.
05
Final handoff
Deliver reports, handoff materials, and close the engagement cleanly.