Discovery call
Every engagement begins with a no-obligation discovery call. We listen first — learning about your organization, your funding history, your goals, and the challenges standing in your way. This conversation shapes everything that follows.
What to expect from you
Come prepared to share your mission, current funding sources, and the specific outcome you're trying to achieve. No materials required — just your time and candor.
You'll receive a calendar invite and a brief pre-call questionnaire within 24 hours of booking.
Proposal & scope of work
Following the discovery call, we prepare a clear, written scope of work. This document outlines exactly what we'll do, the timeline, key milestones, and our fee structure. No ambiguity, no hidden costs.
What to expect from you
Review the scope carefully and ask questions. We encourage pushback — the proposal is a starting point for alignment, not a take-it-or-leave-it document.
Deliverables
- Written scope of work
- Project timeline with milestones
- Fee structure and payment schedule
We schedule a 30-minute scope review call to walk through the proposal together before you sign.
Kickoff & onboarding
Once the engagement is confirmed, we move quickly. A kickoff meeting establishes working rhythms, introduces your dedicated consultant, and collects the organizational materials we need to hit the ground running.
What to expect from you
Be ready to share key documents: prior grant applications, financial statements, organizational charts, board lists, and any existing strategic plans. The more context we have early, the stronger our work.
Deliverables
- Kickoff meeting summary
- Document intake checklist
- Shared project workspace access
- Dedicated consultant introduction
You'll be set up in our shared project workspace (email or a collaborative platform of your choice) within 48 hours of kickoff.
Active engagement
This is where the work happens. Your lead consultant drives the engagement — researching, writing, strategizing, or advising depending on the service. You have direct access to your consultant throughout, not a rotating cast of junior staff.
What to expect from you
Timely feedback is the single biggest factor in a successful engagement. We'll flag review windows in advance and ask for turnaround within agreed timeframes to keep the project on schedule.
Deliverables
- Weekly written status updates
- Draft deliverables for client review
- Revision cycles per agreed scope
- Real-time access to your consultant via email
Standing weekly or biweekly check-in calls are scheduled at kickoff. Ad hoc calls are available within 24 hours' notice.
Client review & revisions
We build structured review cycles into every engagement. You review drafts, provide feedback, and we revise. Our goal is work that reflects your voice and vision — not just our expertise.
What to expect from you
Consolidated, specific feedback helps us move faster. We ask that review comments be gathered from all internal stakeholders before submission to avoid conflicting revisions.
Deliverables
- Revised drafts incorporating client feedback
- Change log for each revision cycle
- Final sign-off document
Each review cycle has a defined turnaround window noted in the scope of work. We flag upcoming deadlines at least 5 business days in advance.
Final delivery & handoff
When the work is complete, we deliver a clean, organized final package — all documents, supporting materials, and any submission confirmations. We walk you through everything in a closing call.
What to expect from you
Use the closing call to ask questions, request clarifications, and confirm next steps. This is also the right time to discuss follow-on support or future engagements.
Deliverables
- Final deliverable package
- Submission confirmation (where applicable)
- Closing call summary and next-steps memo
All final files are delivered via your preferred method — email, shared drive, or secure transfer.
Post-delivery support
Our relationship doesn't end at delivery. Every engagement includes 30 days of post-delivery support — answering follow-up questions, assisting with funder inquiries, and helping you navigate next steps.
What to expect from you
Reach out as questions arise. We're available for email support and one follow-up call within the 30-day window at no additional charge.
Deliverables
- 30-day email support window
- One follow-up call included
- Referral to ongoing advisory services if needed
Clients who need extended support beyond 30 days can engage us on a retainer or project basis.
Our commitments
What you can always count on
Direct access
You work with your lead consultant directly — not a project manager or junior associate.
No surprises
Scope, timeline, and fees are agreed in writing before work begins. Changes require mutual sign-off.
Weekly updates
You receive a written status update every week the engagement is active, whether or not there's a call.
Timely responses
All client emails and messages are acknowledged within one business day.
Ready to start the conversation?
Book a complimentary discovery call and see how The Philip Morgan Group can move your organization forward.
Book a consultation