ENGAGEMENT & FEES
The Right Engagement Begins With Understanding What You Need.
Michael Letizia, SHRM-SCP
EXPLORE THE ENGAGEMENT PROCESS ↓
Creator of The Line Leadership System™ • Leadership Educator • California Employment Law SME
THE ENGAGEMENT PROCESS
Good Work Begins With
Understanding the Question First.
Every engagement begins with a conversation about what is happening, what the organization or individual is trying to accomplish, and what kind of professional support may be appropriate.
Rather than beginning with a predetermined service or fee, Michael first seeks to understand the audience, circumstances, objectives, responsibilities, timing, and desired outcome.
From that conversation, the appropriate engagement can be identified, its scope defined, and the responsibilities of both LHRLS and the client made clear before work proceeds.
____________________
FROM INQUIRY TO
DEFINED ENGAGEMENT
LISTEN
Understand the question, objective, audience, circumstances, and desired outcome.
EXPLORE
Discuss possible approaches and determine whether Michael's professional expertise and available services are an appropriate fit.
DEFINE
Establish the recommended engagement, scope, deliverables, timing, responsibilities, and applicable commercial considerations.
PROPOSE
Provide a written proposal describing the recommended work and the applicable fee structure.
____________________
____________________
____________________
The objective is clarity before commitment—so both LHRLS and the client understand what is being proposed, why it is appropriate, and what will be required to move forward.
ENGAGEMENT PATHWAYS
Different Questions May Require
Different Ways of Working Together.
Once the question, audience, objective, and circumstances are understood, the appropriate engagement can be identified. LHRLS provides several distinct pathways within Michael's established areas of professional expertise.
_____
04
COACHING & CONSULTING
Focused Attention for Individual Questions
Individualized leadership coaching, application of The Line Leadership System™, and focused California employment-law or workplace-practice consultation within Michael's established professional scope.
05
LEADERSHIP & WORKPLACE LEARNING
A Broader Learning Portfolio
Leadership development through The Line Leadership System™ and employment-law or workplace-compliance education delivered through established, adaptable, and customized learning experiences.
The pathway follows the need. An initial conversation may confirm one engagement type, reveal that another is more appropriate, or identify a combination of services that better supports the objective.
____
UNDERSTAND THE NEED → IDENTIFY THE PATH → DEFINE THE SCOPE → ESTABLISH THE ENGAGEMENT
UNDERSTANDING FEES
The Fee Follows the Scope of the Engagement.
ENGAGEMENT TYPE
The nature of the professional service or learning experience being requested.
SCOPE & DURATION
The length, complexity, number of sessions, deliverables, and overall extent of the engagement.
AUDIENCE & PARTICIPATION
Audience size, participant responsibilities, interaction requirements, and any applicable attendance or participation controls.
CUSTOMIZATION & PREPARATION
The degree of research, adaptation, development, preparation, or organizational context required before delivery.
DELIVERY & LOCATION
Virtual or onsite delivery, geographic location, scheduling requirements, and applicable travel or business expenses.
COMPLIANCE & PROFESSIONAL REQUIREMENTS
Legal, regulatory, documentation, completion-record, participation-verification, or other professional requirements applicable to the engagement.
CLEAR BEFORE COMMITMENT
Applicable fees and material commercial terms are identified through the proposal and engagement process before work proceeds.
Where applicable, the proposal or controlling engagement documents may address professional fees, deposits or reservation requirements, approved expenses, payment timing, cancellation or rescheduling provisions, client responsibilities, and other engagement-specific conditions.
Website information is intended to explain how LHRLS approaches professional engagements; it does not replace the terms of an applicable proposal, agreement, Training Schedule A, statement of work, invoice, or other controlling engagement document.
_____
FROM PROPOSAL TO DELIVERY
Clear Expectations Before the Work Begins.
Once the recommended engagement and scope are defined, LHRLS documents the proposed work so the client can understand what is being offered, the applicable fee structure, and what is required to move forward.
The specific documents and requirements may vary by engagement, but the process generally follows a clear progression.
Process sequence:
STAGE 1
PROPOSAL
The proposed engagement, scope, applicable fees, and material considerations are presented for client review.
➜
STAGE 2
CLIENT ACCEPTANCE
The client communicates approval of the proposed engagement and any information required to proceed is confirmed.
➜
STAGE 3
AGREEMENT & RESERVATION
Applicable agreements, schedules, deposits, reservation requirements, or other engagement documents are completed as required.
➜
STAGE 4
PREPARATION
LHRLS completes the preparation, customization, development, coordination, or other work required for delivery.
➜
STAGE 5
DELIVERY
The speaking engagement, learning experience, Decision Lab™, coaching, consultation, or other agreed professional service is provided.
➜
STAGE 6
COMPLETION
Applicable completion documentation, records, follow-up items, expense reconciliation, and final invoicing are completed as required.
TENTATIVE DATE HOLDS
When requested, LHRLS may hold a proposed engagement date in good faith while a prospective client completes the approval process.
Unless otherwise agreed, tentative dates are customarily held for 10 calendar days from proposal issuance.
A tentative hold is a professional courtesy and does not constitute a confirmed reservation or guarantee continued availability. If the engagement is not completed within the applicable hold period, LHRLS may release the date for other professional commitments.
Exceptions may be made when unique circumstances reasonably warrant additional time.
Proposal validity and tentative-date availability are separate considerations. Engagement-specific requirements for confirmation are established through the applicable proposal or controlling engagement documents.
PROPOSAL → ACCEPTANCE → AGREEMENT → PREPARATION → DELIVERY → COMPLETION
CONTINUE THE CONVERSATION
____
Start With the Question.
We Can Define What Comes Next.
The right engagement begins with understanding what you are trying to accomplish, who the work needs to serve, and what kind of support may be appropriate.
Whether you are considering a speaking engagement, workshop or training experience, Decision Lab™, individualized coaching or consulting, or leadership and workplace learning, Michael welcomes the opportunity to understand the need before recommending a path forward.
Michael Letizia, SHRM-SCP
Creator of The Line Leadership System™ • Leadership Educator • California Employment Law SME
Tell us what you are considering, the audience or organization involved, your objectives, and any timing considerations. The conversation can begin from there.