Harvey L. PhelpsExecutive Advisory
Statement of Work.
Attached to and forming part of the Engagement Letter of even date between Harvey L. Phelps and the undersigned Client.
I · Objective
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II · Deliverables
| # | Deliverable | Milestone | Owner |
|---|---|---|---|
| 01 | Discovery & Landscape Review Confidential stakeholder interviews and current-state assessment. | Week 2 | Advisor |
| 02 | Framework & Recommendation Written framework aligned to the four-pillar advisory method. | Week 4 | Advisor |
| 03 | Working Sessions Bi-weekly counsel with named-deliverable checkpoints. | Ongoing | Both |
| 04 | Executive Debrief Final artifact and board debrief where useful. | Close | Advisor |
III · Fees & Schedule
| Invoice | Milestone | Amount |
|---|---|---|
| Invoice 1 | Engagement kickoff | $ _____________ |
| Invoice 2 | Framework delivered | $ _____________ |
| Invoice 3 | Engagement close | $ _____________ |
| Total Engagement Fee | $ _____________ | |
Total Engagement Fee (USD)
$_______
Harvey L. Phelps
Harvey L. PhelpsAdvisor
Client Authorized SignatoryPrint Name · Title · Date