Navigator

What is included

• One sixty-minute operations check-in each month, with a written summary delivered within two business days.
• Responses to operational questions within one to two business days.
• Up to five small operational improvements each month. Each is a single change to one workflow or system, completed in one working session of roughly two hours.
• One written vendor evaluation memo per quarter on a tool you are considering.
• Participation in one vendor call a month.
• Once a quarter, the summary expands into a written review of the quarter's operational activity and the items to watch next.

When the work becomes a project

Larger initiatives are scoped separately as Expeditions rather than being folded into small operational improvements. Active retainer clients receive the following discounts.

• 20% off separately scoped Expeditions for larger initiatives, such as custodian transitions, vendor selection cycles, system migrations and compliance workflow adjustments.
• 20% off additional Surveyor work undertaken during the active retainer term.
• 20% off a website build and any major redesign work.
• 10% off ongoing website management.

Term and billing

• A three-month initial term, billed monthly in advance.
• Month-to-month continuation after the initial term.
• Annual prepayment is available at a reduced monthly rate for firms that prefer a full-year commitment.
• Either party may end the retainer on thirty days' notice after the initial term.