Engagement Process
How a typical budgeting or forecasting consultation unfolds from first call to handoff.
Step-by-step engagement process for Magnolia Field Strategy Office consultations—discovery, build, review, and handoff for Taichung companies.
Every engagement differs in detail, but most follow the rhythm below. We adapt steps for monthly reviews or single-day scenario workshops.
Scope call
You describe company size, current budgeting pain, and timeline. We ask about data availability and key stakeholders. Within two business days you receive a fit answer and, when appropriate, a written fee estimate—no obligation to proceed.
Discovery
We review management accounts, existing files, and contracts that drive revenue or cost. Short interviews with department heads clarify how decisions actually happen—not how an org chart suggests they should.
Build sessions
Working meetings produce draft schedules in real time. Your team sees links between sales assumptions, staffing, inventory, and cash. We avoid black-box models built entirely off-site.
Leadership review
Owners and executives stress-test targets, resolve conflicts between departments, and approve phasing. Two revision cycles are standard on full budget builds.
Handoff
We document assumptions, update procedures, and train your finance lead to maintain the model. You receive files in formats your team already uses—typically Excel or Google Sheets unless otherwise agreed.
Optional ongoing review
Many clients move to monthly budget reviews for twelve to eighteen months until the internal rhythm holds. You may also return for scenario workshops when a major decision arises.