Firm operating review
Assembles a firm-wide review from engagement status; missing status is shown, not assumed.
Run the firm
The saved work
No saved export is linked to this design. It is a specification: its inputs, expected output and human decision are set out below.
- Starts when
- Management review due
- What it works from
- Current engagement, account, risk and action records
- What it prepares
- Decision-focused portfolio brief with exceptions and owners
- What your team decides
- Leads set priorities; missing status is not inferred progress
What this helps your team do
Full local checks for this workflow are paused. Any saved excerpt shows only its stated part of the work.
Responsibilities connected
See what each agent is responsible for preparing in this workflow. These are designs and local examples, not a set of independently running agents.
When it stops and asks
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Supported scope, source access and authority are agreed for each installation.