Assessment Stage¶
Technical assessment and scope definition
Overview¶
Pipeline stage for conducting technical assessments and defining engagement scope after initial qualification.
Stage Definition¶
Entry Criteria: - Qualified from discovery - Budget confirmed (range) - Decision timeline established - Technical stakeholder identified
Exit Criteria: - Assessment completed - Scope documented - Pricing prepared - Proposal meeting scheduled
Assessment Types¶
| Assessment | Duration | Deliverable | Typical Fee |
|---|---|---|---|
| IT Health Check | 2-3 days | Report + findings | $5K-$10K |
| Security Posture Review | 3-5 days | Risk assessment | $8K-$15K |
| Compliance Gap Analysis | 5-10 days | Gap report + roadmap | $10K-$25K |
| Cost Optimization Scan | 2-3 days | Savings report | $5K-$10K |
Assessment Process¶
1. Scoping call (30-60 min)
- Confirm objectives
- Define scope boundaries
- Schedule assessment dates
2. Data collection
- Technology inventory
- Policy documentation
- Interview scheduling
3. Assessment execution
- Technical review
- Stakeholder interviews
- Tool-based scanning (if applicable)
4. Analysis and report
- Findings documentation
- Recommendations
- Roadmap development
5. Findings presentation
- Executive summary
- Detailed walkthrough
- Q&A and next steps
Stage Metrics¶
| Metric | Target |
|---|---|
| Assessment win rate | 80%+ |
| Days in stage | 7-14 |
| Assessment → Proposal | 90%+ |