Stop Scope Creep Before It Starts
The engagement control toolkit for defining boundaries, assumptions, and change - before delivery begins.
A practical, consultant-grade toolkit designed to prevent misalignment, rework, and uncomfortable scope conversations.
Built for consultants who want clarity, not chaos.Attera – Engagement Control Toolkit
A deliberately minimal set of high-leverage artefacts used at engagement initiation and early discovery to control scope and expectations.
One-off licence · Editable PowerPoint & Word templates · Instant download
What’s Included
Engagement Boundary Canvas
Define objectives, scope, exclusions, constraints, dependencies, and guardrails at a glance.
Scope Detail Register
Specify exactly what is being assessed, to what depth, and what is explicitly excluded.
Assumptions Register
Document and track engagement assumptions with clear ownership and impact.
Change Control Trigger Matrix
Pre-agree when formal scope, timeline, or cost discussions are required.
Boundary-aligned Statement of Work (SOW) Template
A consultant-grade SOW that references artefacts instead of vague prose.
Introductory Framing Slide
Establish intent and correct usage without turning the toolkit into training.
Completed Example Pack (Read-Only)
A realistic reference example showing how the artefacts work together.
Who It’s For
Independent consultants
Protect scope, margin, and relationships without heavy process or legal complexity.
Boutique consulting firms
Create consistent, defensible engagement boundaries across multiple clients.
Fractional advisors & internal consulting teams
Bring structure and clarity to ambiguous advisory engagements.
Not for DIY businesses or junior consultants
This toolkit assumes consulting experience and is not instructional by design.
One-off licence · Editable PowerPoint & Word templates · Instant download