The organisation, people and circumstances are invented to explain a possible assignment. No appointment, contract, saving or commercial outcome is claimed.
The situation
A business has an office-relocation project involving its management team, a solicitor, property advisers and fit-out contractors. Emails contain different dates and assumptions. The directors cannot easily see what is ready, what is blocked or which decision needs their approval.
The proposed reset
A short, agreed consultancy assignment could review the material the business authorises Jack to see and ask each workstream owner to confirm the current position. The starting point is a factual status record, not an assumption that a previous date is still achievable. Decisions, actions, dependencies and risks are recorded separately.
The reporting pack
A practical pack could contain an action register, a decision log, a document index and a short status note. Each action has an owner and requested date. A dependency explains what must happen first. The status note identifies changes since the previous update and the decisions that require the directors’ attention.
A clear limit to authority
Jack could coordinate follow-up and reporting within the agreed scope, but would not instruct contractors, sign contracts or approve expenditure without separate explicit authority. Technical, legal and financial judgments remain with the appointed professionals and decision-makers. New work and third-party costs need approval through the business’s agreed process.
The handover
The assignment could end when the business has accepted a usable record and named an internal owner for ongoing updates. Any unresolved point remains open rather than being marked complete for presentation. The example claims no saving, completed relocation or successful commercial outcome.
Deliverables to agree before work starts
- A factual starting-position report with uncertainties visible
- An action register with owners and requested dates
- A decision log and document index
- A handover and agreed owner for future reporting
Scope, exclusions, fees, authority, reporting recipients and third-party costs should be agreed before an assignment begins.
Prepare your own project brief
Start with your objective, the next decision, your existing team, timing and who can approve the assignment. Share an outline first; confidential documents can follow through an agreed secure route.
Prepared for Jack Cousins, Head of Mortgages at Lockhart Murphy. Updated 10 November 2026.
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