Harvey L. PhelpsExecutive Advisory
Confidential · Do Not Distribute
Post-Engagement Debrief.
A structured close to the engagement — outcomes measured, feedback captured, next steps recorded.
I · The Outcome Contracted
The outcome the sponsor named at kickoff
II · The Outcome Delivered
What actually shipped, decided, or moved
III · Sponsor Rating
| Dimension | Rating (1–5) | Notes |
|---|---|---|
| Clarity of framework | ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 | _________________ |
| Working session cadence | ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 | _________________ |
| Written deliverables | ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 | _________________ |
| Executive presence in the room | ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 | _________________ |
| Value relative to investment | ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 | _________________ |
| Likelihood to refer | ☐ 1 ☐ 2 ☐ 3 ☐ 4 ☐ 5 | _________________ |
IV · What Worked
V · What Would You Change
VI · Next Chapter
SponsorPrint Name · Title · Date
Harvey L. Phelps
Harvey L. PhelpsAdvisor