Our Process

Our interim managers and business advisors work according to explicit contracts with a defined scope of work and outcomes that have been thoroughly discussed with, and agreed to by, our clients.


  • Initial client meeting
  • Confidential disclosure agreement signed
  • Client provides high level overview

No Cost Analysis

  • Potential OIM resources identified
  • Second no obligation client meeting
  • Needs analysis undertaken
  • Client provides helpful background documents
  • Possible “white paper” scope of needed work
  • Discussion of next steps and budget
  • Formal proposal/services agreement presented


  • Formal services agreement
  • Sign off by both parties
  • Start date confirmed
  • Introduction of OIM to client’s team


  • Regular reporting
  • Focus on deliverables
  • Regular “check-ins”
  • Adjust scope if required


  • Client debrief
  • Managing Principal meeting
  • Determine any future needs
  • Case study and testimonial
  • Client satisfaction assured


  • Seamless transition
  • No additional costs (ie. benefits, holiday pay)
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