30-minute discovery
Meet with Charlene to explain the operation, current program, deadlines, and decision you need to make.
How it works
Start with Charlene, then work from a written scope.
The path is simple: a 30-minute discovery call, a proposal that states exactly what Defender will deliver, and a 90-day Desk ramp after approval.
Starting the work
Discovery, proposal, then delivery.
No staffing, training, or advisory capacity is assumed until the written proposal confirms it.
Written scope and proposal
Defender documents the responsibilities, time commitment, deliverables, schedule, fees, and any capacity that must be sourced.
90-day Desk ramp
After approval, the named advisor reviews the program, updates the working systems, reports progress, and recommends what should continue.
90-day Desk implementation
Review the program, update the systems, and decide what continues.
Review and organize
Review the current program, confirm responsibilities, organize documents and platforms, build the compliance calendar, and report the starting position.
Update systems and records
Update training records, meetings, inspections, and corrective actions, then place recurring work on a practical schedule.
Report and decide what continues
Provide the monthly leadership report, confirm open actions, and decide the ongoing Desk scope. Add Field, Learn, or advisory work only when it is defined and available.
Ongoing delivery
Keep the agreed Desk work visible.
At day 90, leadership can continue, adjust, or conclude the Desk scope based on the report, open actions, and operating need.
A named program contact
A working compliance schedule
Assigned and tracked actions
Current training and contractor records
A concise leadership report
Discovery and proposal
Book the 30-minute discovery call.
Charlene will confirm the business need and the information required for a written scope and proposal.