Material-change watch
Checks which outside changes may matter to current client work, for the lead to judge.
Serve clients
The saved work
A material-change assessment for review
Observed change: R1, the decision to propose workstream-A mobilisation, moved from blocked because the required assurance record was not received to ready because it was reported received. The evidence text changed. This is a candidate for professional materiality judgement, not an automatic finding that the underlying assurance is valid, that authority exists, or that advice, a commitment, or a release should be rewritten.
Unaffected issues: R2 is classified unchanged and remains an undecided scope choice with no client instruction. R4 is unchanged and remains a proposed but unconfirmed meeting window. R3 is uncertain, not a change finding: validation remains unobserved and technical evidence missing. These issues may shape questions for the competent steering process, but do not establish changed contract scope, client demand, rights, payment, tooling, meeting acceptance, or programme outcome. Unknown remains unknown.
A related local example. It shows the stated part of the work, not every step in this design. Read it in saved outputs
- Starts when
- A permitted source, client decision or subscribed external signal changes
- What it works from
- Previous basis, current source, subscriptions and materiality rules
- What it prepares
- Relevant change brief with affected work and unaffected work identified
- What your team decides
- Lead decides materiality and any reassessment; no automatic rewrite of issued advice
What this helps your team do
This path has been checked in the fictional local build.
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
Unclear commitment, stale advice or missing recipient/authority is returned to the client owner; no agreement or delivery is inferred.
Supported scope, source access and authority are agreed for each installation.
The next handover
- Evidence intakeDeliver engagements
- Revision, review and issueDeliver engagements
- Implementation progress reviewDeliver engagements
- Account reviewServe clients
- Recurring service cycleServe clients
- Pipeline and reviewer capacityRun the firm
- Scope and margin reviewRun the firm
- Billing readinessRun the firm
- Method upkeepImprove the practice
