Engagement Profitability Review Checklist Prompt

With 8 weeks left on our [PASTE: client type]] engagement, I want to ensure we're tracking toward our profit target and can course-correct if needed. Create an engagement profitability review checklist that gives me early warning of problems.

Include: (1) Budget vs. actual – track spend by workstream, team level, and activity type. Where are we over? Under? (2) Scope change log – document all out-of-scope requests and our response (approved and funded, deferred, rejected). What's the revenue impact? (3) Productivity metrics – are we hitting our planned hours/deliverable targets or slipping? Where are the overruns? (4) Revenue at risk – any contracted work we're unlikely to complete? Potential credit notes or disputes? (5) Efficiency gaps – where are we burning hours that could be improved? Rework? Excess meetings? (6) Client satisfaction – any early warning signs of dissatisfaction that could impact final payment or future work?

Provide a sample review dashboard and talking points for discussing results with your delivery team. Suggest weekly tracking early and monthly in-depth reviews.