Post-Engagement Review: Building Excellence Through Reflection
SOP 11 provides a structured framework for evaluating completed client engagements, identifying improvement opportunities, and enhancing our client service delivery. This systematic approach transforms every project into a learning opportunity.
Purpose & Scope: Maximizing Learning From Every Engagement
Purpose
To conduct a structured internal review after each client engagement, evaluating what worked, identifying breakdowns, and updating SOPs or systems accordingly.
Start Point
After major deliverables are complete (e.g., funding secured, taxes filed).
End Point
When review is logged and any SOP/system updates are initiated.
Scope & Audience: Targeted Review Parameters
What's Included
Lessons learned from engagement
System or workflow gaps identified
Client behavior patterns observed
Technology and tool performance review
What's Excluded
Ongoing monthly service delivery (covered in recurring packages)
Primary Audience
CFO (Dexter Crawford)
Admin (future assistant)
Roles & Responsibilities: Clear Accountability
Tools & Resources: The Review Toolkit
Google Docs
Client Debrief Template or internal log for documenting review insights
Google Sheets
SOP Tracker for monitoring and implementing procedural updates
Canvas/ChatGPT
System/script enhancement support for optimizing processes
Did you overdeliver, underdeliver, or hit the mark?
Profitability
Was pricing aligned with time/labor?
Communication
Did you manage the client relationship effectively?
Testimonial Opportunity
Was the result strong enough to request one?
Procedure Steps: Structured Review Process
Open "Post-Engagement Review" template
Responsibility: CFO | Duration: 5 mins
Complete prompts (narrative or bullet form)
Responsibility: CFO | Duration: 30–45 mins
Identify SOPs or workflows needing updates
Responsibility: CFO | Duration: Same day
Assign tasks to ChatGPT, Admin, or self
Responsibility: CFO/Admin | Duration: Ongoing
Save review in client folder or internal strategy file
Responsibility: Admin | Duration: Same day
Version Control & Best Practices
1.0
Current Version
Built from Sanford engagement analysis on 2025-05-11
6
Monthly Reviews
Recommended frequency for reviewing old clients in batches
7
Review Categories
Comprehensive framework for thorough engagement analysis
Use this SOP after every major win, even if payment is pending. Be honest — this reflection is internal. This review is where your next evolution starts. Set a monthly calendar reminder to review old clients in batches. Update if CRM is implemented to automate reviews or tagging.