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Culture & Learning Audit · Engagement tracking · Client reporting
— / 8 active
Culture Audit
Tools 🔍 Culture & Learning Audit
Active Engagements
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In progress
Audits In Progress
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Awaiting completion
Q2 Revenue
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Consulting only
Pipeline
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Discovery & scoping
⚠️ Billing Gate:
Alignment Check — Conversion Queue 0 View All Reports →

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Engagement Roster
Client / Org Engagement Phase Status Start Billing Audit Actions
No engagements yet. Add one to get started.
Active Briefs & Notes Saved per engagement

Select an engagement to view its brief.

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hrs / week estimated
Across active engagements
✓ Saved
Active Engagement Load Edit weekly hours per engagement — defaults by type
Client / Org Type Phase Hrs / Week Default Notes
No active engagements.
Capacity Guide
Under 20 hrs/wk — Healthy. Room to add clients.
20–30 hrs/wk — Amber. Prioritise and limit new intake.
Over 30 hrs/wk — Red. Pause pipeline. Risk of delivery issues.
Default estimates: Audit = 4 hrs/wk · Implementation = 8 hrs/wk · Advisory = 3 hrs/wk
Engagement
Open Audit →

New Consulting Engagement

Capture intake details. You can run the Culture & Learning Audit after saving.