Engagement Tiers
Four ways to engage. One standard.
Every engagement is sized to a defined outcome and scoped and priced in a written proposal. No retainers required to begin. No deliverables we wouldn’t put our name on.
A
Program Audit
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Timeline 2 – 3 weeks
A structured review of your existing training architecture against the MPG defensibility standard.
Outcomes
- Findings report with severity-ranked gap inventory
- Executive readout with prioritized 90-day remediation plan
- Document trace audit across roles, evaluations, and records
- Insurance and audit posture assessment
Best for: Operators preparing for an insurance re-rate, regulator visit, or M&A due diligence.
B
Competency Framework
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Investment: Scoped at discovery
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Timeline 6 – 10 weeks
Role-specific competency models, evaluation rubrics, and qualification standards engineered to survive third-party scrutiny.
Outcomes
- Up to 5 role competency models with measurable standards
- Qualification record templates and decision-rights matrix
- Evaluator rubrics and inter-rater calibration protocol
- Implementation playbook for operations leadership
Best for: Franchise systems and regulated operators with training content but no competency spine.
C
Full Program Build
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Investment: Scoped at discovery
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Timeline 12 – 20 weeks
End-to-end design and delivery of the full seven-document MPG infrastructure — policy through record.
Outcomes
- Complete seven-document training architecture
- Evaluator certification and calibration program
- Executive sponsor briefings and rollout governance
- Curriculum hierarchy with version control and master index
- Records management protocol with audit-ready packaging
Best for: Operators standing up a new program — or reconstructing one that won’t survive scrutiny.
D
Surveillance Retainer
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Investment: Scoped at discovery
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Timeline Continuous
Ongoing monitoring of program drift, evaluator calibration, document version control, and record integrity.
Outcomes
- Quarterly defensibility audit with executive scorecard
- Document version control and change governance
- Evaluator re-calibration cycles
- Priority access for incident response and audit support
Best for: Mature programs that have to stay mature — and operators with continuous regulator exposure.
Our Method
A four-step engagement, regardless of tier.
01
Discovery
A structured 30-minute conversation to understand operating context, regulatory exposure, and current state.
02
Diagnostic
Document trace, role inventory, evaluator interviews, and records sampling — calibrated to the engagement scope.
03
Design
Competency models, documentation, and protocols designed to your operating reality and reviewed line-by-line with your team.
04
Defense
Implementation support, evaluator calibration, and records packaging — engineered for adversarial review.
Not sure which tier fits?
Take the Risk Meter, or book a 30-minute discovery call determines fit, scope, and the right engagement structure. We’ll tell you straight.