Confidential Intake
A mutual NDA is signed. You explain the sites, the programs, the inciting concern, the stakeholders, the applicable standards, and the decision the assessment is meant to support.
- Client Role
- Be ready to discuss sites, business units, prior incidents, current programs, applicable standards, and any deadline driven by counsel, the carrier, or the board.
- Investigator Role
- Listen carefully, clarify the objective, identify missing information, and decide whether the engagement can be planned, scoped, and executed under recognized standards.
- Expected Result
- A clear understanding of the engagement and the decision the work is meant to support.



