HopiBonInstitutional framework · Consulting
Process

Every phase has a scope, an owner, a timeline and a deliverable. That's how an institutional engagement is executed — not an improvised consulting gig — with no outcomes promised.

  1. 01
    Phase 01

    Initial assessment

    Immersion sessions with the client, review of available documentation and goal mapping. We identify the facts, the actors and the possible paths.

    Result: An honest institutional read.Timeframe: 1–2 weeks

    Deliverables

    • Institutional summary
    • Facts map
    • Phase 02 plan
  2. 02
    Phase 02

    Framework & scope

    We design the framework applicable to your case, define what will and won't be done, and sign a written agreement with fees and auditable assumptions.

    Result: A clear, written agreement.Timeframe: 1 week

    Deliverables

    • Scope agreement
    • Applicable framework
    • Schedule
  3. 03
    Phase 03

    Hands-on execution

    We document, review, file disputes where applicable and guide the client transparently. Biweekly milestones and written decisions.

    Result: Traceable work with your team or lawyer.Timeframe: Variable per scope

    Deliverables

    • Biweekly milestones
    • Decision log
    • Progress reports
  4. 04
    Phase 04

    Close & handover

    We deliver the file, the close report and the obtained outcome — whatever it is. If continuity is needed, we hand off to your lawyer or adviser.

    Result: Formal close with file delivered.Timeframe: On completion

    Deliverables

    • Close report
    • Delivered case file
    • Account closed

About timelines and outcomes

Timelines depend on third parties — providers, banks, authorities and the available documentation — that we don't control. We don't promise exact times or guaranteed outcomes. We promise rigor, transparency and honest execution.

Ready to kick off phase 01?

Book a consultation