Workflow
Four phases of the structured preparation workflow
The phases below outline how advisory sessions are typically organized. The specific order can change based on context, but the same core questions are used
to maintain preparation discipline and to keep communication aligned with internal boundaries.
Phase 1: Scope, objectives, and boundaries
The first phase builds a shared view of what is being discussed and why. The team defines the objective of the negotiation conversation, identifies which topics
are fixed, and clarifies what may be discussed conditionally. Any assumptions that drive the team’s position are written down, including dependencies and unknowns.
- Define scope: list the topics and document what is not included.
- Set boundaries: identify non-negotiables and decision limits.
- Clarify unknowns: write questions that must be answered before committing.
Phase 2: Stakeholder alignment and roles
This phase aligns internal stakeholders before external meetings. The methodology includes identifying who speaks to which topics, who approves changes, and who takes notes.
It also introduces escalation language so the team can pause and consult internally without creating confusion.
- Roles: spokesperson, subject owner, decision maker, note taker.
- Escalation: how to request time and set expectations professionally.
- Documentation: how updates are captured and circulated internally.
Phase 3: Messaging, sequencing, and framing
With scope and roles established, the team prepares communication content. This includes opening statements, key points, and a question list that supports fact-finding.
Sequencing is reviewed to ensure sensitive topics are introduced at an appropriate time and that written follow-ups match what was agreed verbally.
- Message map: what to say, supporting rationale, and how to confirm understanding.
- Sequencing: what to discuss early vs. later, based on dependencies and approvals.
- Written follow-up: structure for recap notes and next-step confirmation.
Phase 4: Scenario discussion and response readiness
Scenario planning is used as a disciplined discussion, not as a prediction exercise. The team identifies plausible questions, counterpoints, and request patterns.
Responses are prepared in a way that stays consistent with scope and approvals, including phrases for pausing when information is missing.
- Scenario list: likely turns in conversation and how to respond.
- Boundary language: how to decline or defer without escalation.
- Next steps: how to document outcomes and update the preparation brief.
This methodology supports preparation and communication clarity. It does not guarantee outcomes and does not replace legal, financial, or regulatory advice.