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An Evaluation allows Lead2Gold to investigate aspects of a forthcoming engagement.
More detailed than the Initial Consultation, it specifically targets the areas identified as of interest in the Initial Consultation - though other areas may arise as details are uncovered.


The Evaluation has one simple objective: collect sufficiently detailed information to fully inform a Heads of Agreement Document (HOA).
The HOA will identify a plan to deliver specific actions discovered during the Evaluation. It will include target objectives, timings, resources, effort and pricing. This document will contain enough detail to remove the need for an additional proposal.


Although each Evaluation is client-specific, typically Evaluations target the following areas as a minimum:

  • current situation: high-level operational detail, plans, issues, strengths, weaknesses, opportunities, threats
  • staff situation (inc. morale, structure, key roles/teams, productivity)
  • current expectations for the business
  • aspirations (even when no plans/idea how to deliver)

Wherever possible, the Evaluation will identify areas that can be improved that mutually support each other - creating an opportunity for exponential earnings improvements.


Where training is required and volumes dictate, a high-level training needs analysis (TNA) may be required as a separate exercise.

Complex Engagements

For complex engagements, the HOA will break the plain into several different Stages. Each Stage will be managed independently, but may require some interdependencies with other Stages to be managed.
In some cases, a Stage may require its own additional 'Initial Consultation' to more fully investigate the requirements.

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