Quarterly Review Dashboard
US Letter · 11 × 8.5 in landscape
HLP
Harvey L. PhelpsExecutive Advisory

The Quarterly Review

Q3 · MMXXVI · The state of the practice
Quarterly Dashboard
REV · Q3 2026
Active Engagements
6
Advisory · Speaking · Board
Speaking Programs
4
Delivered · Quarter
Pipeline (Qualified)
11
$_______ potential
Referrals Received
7
From 4 clients
Engagement Register · Q3
ClientTypeStatusValue
Enterprise A · Aviation
Supplier program build
AdvisoryActive · Wk 8$__,___
Municipal B
Procurement facilitation
FacilitationActive · Wk 4$__,___
District C
Bias program · full year
FacilitationActive · standing$__,___
Board D
Confidential counsel
AdvisoryActive · quarterly$__,___
Enterprise E
Fireside chat · 2 events
SpeakingDelivered$__,___
Chamber F
Annual keynote
SpeakingBooked · Nov$__,___
Pipeline Health
Discovery calls held14 / 14
Proposals sent9 / 14
Proposals accepted5 / 9
Referrals in flight7 / 7
Q3 Reflection
The best quarter in three years for referred pipeline. Book-driven speaking demand is now leading advisory intake.
MMXXVI · Volume II · 35
Prepared by RJ Business Solutions