Translate the accepted proposal into questions to answer, deliverables, client inputs and decision points. Record the agreed number or boundary of interviews, workshops and review rounds where relevant. Link commercial milestones to clear evidence, while preserving the distinction between delivering advice and guaranteeing that the client achieves a particular business result.
Understand the decision
A strategy engagement may depend on financial extracts, management interviews and a steering-group decision. Those inputs can arrive at different times. The delivery team needs to see which analysis can proceed, which assumptions remain unresolved and which client responsibilities affect the agreed schedule or additional-service decision.
Work through the requirements
- Define deliverables and client-owned inputs.
- Record workshop and review boundaries.
- Assign approval owners for commercial milestones.
| Record or decision | Why it matters |
|---|---|
| Engagement brief | Preserves questions, scope and exclusions. |
| Client-input register | Tracks dependencies and responsible contacts. |
| Acceptance definition | States the evidence needed for each milestone. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
A proposal promising broad transformation can leave delivery and acceptance undefined. Convert the engagement into observable deliverables and responsibilities, and keep any intended business benefit separate from an unsupported guarantee of the client's future results.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Management consultancies in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: project management ↗Odoo 19: timesheet configuration and recording ↗Odoo 19: project milestones ↗