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← All workflow paths

C1 · SAL.1–SAL.4 → DEL.1 · Example design

Win work the team can deliver

Carry a suitable enquiry through scope and signature into a brief the delivery lead actually accepts.

Request a Workflow Fit Call ↗How a Blueprint is scoped
TRIGGER → ACCEPTED OUTPUTEnquiry → mobilised engagement

Typical sponsor: Managing partner and delivery lead. This is an illustrative route. It is not an installed workflow or a promise that this path is one of your three Blueprint designs.

01 / HANDOFF DESIGN

The object, the owner, the decision.

Select any stage to inspect what it receives and produces, which specialist role might assist, what it may access, and who makes the human decision.

C1 · SAL.1–SAL.4 → DEL.1REFERENCE DESIGN · NOT AN INSTALLED SYSTEM

Scroll the diagram horizontally, or use the stage buttons below.

Enquiry → mobilised engagementFive stages linked by named handoff objects. A rejected decision returns from stage 5 to stage 3. The full sequence and ownership are written below.Fit decisionQualified briefApproved scope and economicsSigned obligations recordBrief rejected / scope unclear01 · SAL.1Enquiry & fitPursuit partner02 · SAL.2DiscoveryPursuit partner03 · SAL.3Scope & feePartner + finance04 · SAL.4Signed termsAuthorised signatory05 · DEL.1Delivery acceptsEngagement lead
SELECTED HANDOFF / 01

Enquiry & fit

Pursuit partner owns this step.

Receives
Authorised enquiry
Produces
Pursue, decline or clarify
Possible agent roles
Case coordinator
Permission boundary
Consent and assigned CRM record
Human decision
Partner decides fit
Read the full handoff and exception sequence
  1. Enquiry & fit (SAL.1) — Pursuit partner receives authorised enquiry and produces pursue, decline or clarify. The handoff is fit decision. Partner decides fit.
  2. Discovery (SAL.2) — Pursuit partner receives fit decision and stated need and produces bid / no-bid record. The handoff is qualified brief. Partner owns bid decision.
  3. Scope & fee (SAL.3) — Partner + finance receives qualified brief and cost inputs and produces approved proposal. The handoff is approved scope and economics. Finance and partner approve fee.
  4. Signed terms (SAL.4) — Authorised signatory receives approved proposal and negotiated terms and produces signed obligations. The handoff is signed obligations record. Signatory approves terms.
  5. Delivery accepts (DEL.1) — Engagement lead receives signed obligations and access needs and produces accepted delivery brief or return. This is the recorded outcome. Delivery lead accepts handoff.

Return path: Brief rejected / scope unclear sends work from Delivery accepts to Scope & fee.

02 / WHY ASSESS IT

Value is a hypothesis until measured.

Fewer scope returns and incomplete handoffs may protect partner time. A no-bid decision can be the right outcome.

MEASUREMENT BASIS

Records to inspect

Enquiry and consent, discovery, conflict/capacity check, approved cost, signed terms and delivery acceptance.

STOP / RETURN

Where it can fail

Conflict, weak economics or missing authority leads to no-bid. Delivery can reject an unusable brief and return it to the partner.

DESIGN ACCEPTANCE

Cases to test

Test fit, no-bid, missing cost, changed terms and rejected handoff; verify exact signed and received versions.

03 / SPECIALIST ROLES

Possible assistance, bounded by authority.

These roles are candidate responsibilities in the reference architecture. They are not prebuilt products or active agents in your systems.

COORD

Case coordinator

Show the next owner, dependency or proposed follow-up.

Boundary: One current case state; routine effects require separate delegation and receipt.

COMMERCIAL

Commercial analyst

Reconcile scope and cost, or signed milestone and invoice evidence.

Boundary: Sales and finance have separate identities, corpora and minimal authorised fields.

DRAFT

Deliverable writer

Prepare an article, proposal or client section from approved findings.

Boundary: Approved template, claims and versioned sources; draft remains private until review.

CHECK

Quality checker

Compare a draft with the original permitted evidence and exact request.

Boundary: Read-only comparison; a discrepancy report is never professional sign-off.

INTAKE

Intake analyst

Check one authorised case against its agreed intake list.

Boundary: Only the case workspace and signed scope; unexpected restricted material stops intake.

All ten roles ↗

From reference to a firm-specific decision

A Blueprint starts with a service the firm already sells, examines permitted records and measures the constrained work. It selects three connected boundaries, designs each to the same depth and ranks the first installation. A reference path may change, narrow or be rejected when the evidence is different.

Inspect the System Blueprint ↗