Fiduciary IntegritY
Core Question
If the people funding this project or work were sitting in the room, would they be comfortable with what’s happening?
What This Is
Fiduciary Integrity is a real-time, practical layer of visibility applied to projects, engagements, and work. It surfaces risk early, identifies misalignment, and provides clear signals leadership can act on—while there is still time to adjust.
How This Is Different
- Real-time signal detection, not delayed reporting
- Short feedback loops, not long review cycles
- Actionable insight, not formal findings
- Focused on course correction, not post-mortem analysis
Core Activities
- Fiduciary Integrity Review – Rapid snapshot of delivery, risk, and alignment
- Ongoing Oversight – Continuous monitoring and feedback alongside delivery
- Risk & Alignment Memos – Short, targeted insights when issues emerge
- Confidential Input Channel – Surface concerns not captured in formal reporting
- Third-Party Neutral – Resolve disputes faster without delay
Why Want This
- High-priority or high-investment initiatives
- Vendor-driven or multi-party projects
- Environments where clear accountability is expected
- Organizations that value real-time visibility over delayed reporting
- Leaders who want to ensure delivery reflects responsible stewardship—not just activity
Important Note
Fiduciary Integrity is grounded in a duty to the stakeholders funding and relying on the work.
Regardless of who funds the engagement, the perspective remains focused on taxpayers, donors, members, or beneficiaries, and whether project delivery reflects responsible stewardship of their resources.
Apply Fiduciary Integrity Early
Fiduciary Oversight can be introduced at the outset of a project or alongside active delivery.
- Establish clarity and alignment from the start
- Provide early visibility into delivery conditions
- Continue with ongoing oversight as needed
Reach out to discuss how this can be incorporated into your project or proposal.
Vendor ENGAGEMENT and Contract RevieW
Pre Solicitation / Procurement
Pre Solicitation / Procurement
Pre Solicitation / Procurement
Before releasing a statement of work (SOW), or responding to one, make sure what you are asking for or proposing makes sense. Does it meet business needs and will you realize your expected benefits? Is it unambiguous? Is it clear as to what is needed or is being proposed? An accurate SOW or proposal developed in the planning phase is a critical step that avoids schedule, scope and budget issues.
Example Activities
- RFP/Proposal review and assessment
- Risk and issue identification
- RFP/Proposal language and content recommendations
- Additional legal advice and recommendations as needed
Pre Execution / Negotiations
Pre Solicitation / Procurement
Pre Solicitation / Procurement
After a vendor is selected, but before signing contracts, reviewing both the original SOW and the winning proposal for alignment prior to executing the contract is a valuable exercise. At this stage identifying gaps, contradictions, and ambiguity between expected obligations and proposed obligations provides the parties time to resolve issues before finalizing and executing the contract.
Example Activities
- Draft contract, SOW and pre-contract execution assessments
- Negotiation support and facilitation
- Contract language, SOW and pre-contract document recommendations
- Additional legal advice and recommendations as needed
Post Award / Execution
Pre Solicitation / Procurement
Post Award / Execution
Whether at the beginning, middle, end, or throughout an engagement, it is important to assess contract adherence to identify areas of non-compliance, risk, and issues. This provides parties to the contract with valuable information in the form of performance metrics and recommended strategies to mitigate risks and resolve issues. The goal is to maximize value, minimize risk, and to have a project that is overall successful.
Example Activities
- Project documentation and activities assessment
- Risk and issue discovery and identification
- Remediation and mitigation recommendations
- Recommendations for contract amendments/addendums
- Contract enforcement recommendations
- Additional legal advice and recommendations as needed