How engagements run

A clear path from discovery call to findings readout — so supervisors know when we will be on site and what we need from them.

Advisors and client leads reviewing an engagement plan on a wall

Built for finite work

Harbourline engagements are time-boxed. We are guests in your operation, not a permanent layer of management. The stages below describe a typical Operations Health Review; workshops and clinics compress the same ideas into fewer days.

Discovery call

Forty-five minutes to hear constraints, peak seasons, and whether a review, workshop, or clinic fits. If we are not the right firm, we say so.

Scope & dates

We confirm sites, shifts, interview lists, and access needs. You receive a written scope with inclusions, exclusions, and fees before anything is booked.

Observe & listen

We walk the order path, sit in on a planning huddle when useful, and interview the roles that carry the work — not only the people who booked us.

Pressure-test

Findings are tested in a working session with supervisors before the formal readout. Weak ideas die here; useful ones get sharper language.

Readout & handback

Leadership and team leads receive a ranked backlog and a 90-day outline. Ownership stays with your people; we remain available for a short follow-up window if the scope includes it.

What we ask of you

Protected time for interviews, a day-to-day contact, and honesty about where politics may block a recommendation. We would rather hear the constraint early than write a plan nobody can run.

Ready to talk dates?

Browse consultations or request a discovery call — whichever feels more natural for where you are.