Who coordinates what
Role descriptions are illustrative for the fictional Northstar review.
The delivery lead coordinates the engagement plan, keeps the shared decision record legible, and brings boundary questions to the engagement discussion. The engagement consultant connects the review question to evidence and communicates findings. A specialist contributes focused subject expertise and helps distinguish what evidence supports from what remains uncertain.
These roles work together; role ownership does not imply that one person makes every client or commercial decision. The decision page shows how this example records direction and rationale.
Role responsibilities
A clear coordinating role makes handoffs visible while keeping expertise and decisions with the appropriate contributors.
Delivery lead
Coordinates the working plan and shared decision record. Brings scope questions and dependencies into the team discussion.
- Keep the current sequence and key dependencies visible.
- Record the question, direction, rationale, and affected work.
- Reflect agreed direction in the scope and delivery references.
Engagement consultant
Connects the review question to interviews, process materials, and the findings discussion.
- Tie observations to the relevant journey step and evidence.
- Separate observation from interpretation or recommendation.
- Bring evidence gaps and new requests to the engagement discussion.
Specialist
Contributes focused expertise to help interpret observations and identify additional context that may be needed.
- Explain evidence limits within the specialist area.
- Flag assumptions that could affect an interpretation.
- Share relevant input with the consultant and delivery lead.
Example work products and handoffs
The coordinating role is distinct from contributors who provide evidence or expertise.
| Work product | Coordinates | Input or handoff |
|---|---|---|
| Review question and scope summary | Delivery lead | Consultant and specialist align on evidence needs |
| Current-journey observations | Engagement consultant | Specialist helps interpret relevant evidence |
| Decision record | Delivery lead | Contributors provide context and rationale |
| Findings discussion | Engagement consultant | Delivery lead coordinates the plan and open questions |