Section 02
What happens next
You will speak with the person who does the work. The first conversation establishes the trigger, any deadline, what is already in place and whether Tier 1 is the right fit.
1. Explain the trigger
Describe the concern, deadline or decision in general terms. No sensitive documents are needed.
2. Define the boundary
Identify the information, systems, people, providers and obligations that may be involved.
3. Decide the next step
If Tier 1 fits, the work is scoped in writing. If another specialist is more appropriate, Michael will say so.