Confidential Intake
A mutual NDA is signed. You explain the facility, the operating environment, the inciting concern, prior incidents, sensitive areas, operating hours, and the outcome you want.
- Client Role
- Be ready to discuss the facility, the stakeholders, prior incidents, current controls, applicable standards, and any deadline driven by counsel, the carrier, or the board.
- Investigator Role
- Listen carefully, clarify the objective, identify missing information, and determine whether the engagement is an assessment, an authorized test, a post incident review, or a hybrid.
- Expected Result
- A clear understanding of the engagement and what the client needs to learn.



