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OPERATIONS CONSULTING / INTERNATIONAL B2B SERVICES

Well sold.
Well delivered.

The client has signed. Now the work needs a good start. Meridia helps B2B service firms connect sales, delivery and international teams.

Sales. Planning. Delivery. One workable agreement.
Generated concept image: hands working on a handoff diagram at a meeting table.
THE QUESTION ON THE TABLEWhat does the next
colleague need?
Generated concept image · no real employees or client engagement

The assignment is clear.
Until someone needs to start.

A start date is promised before capacity is confirmed. Agreements sit in different inboxes. A local team waits for a decision from headquarters. We focus on that space between teams: who hands over what, who decides and when the work can move forward.

ILLUSTRATIVE WORKING DOCUMENT

Making advice
usable in practice.

These are not real client documents. They are three developed examples of the agreements that make an engagement concrete.

MERIDIA / WORKING EXAMPLE01

From sales to delivery

When is the assignment ready to start?

What needs to be agreed?Who confirms?
Scope and client agreementsSales
Staffing and start datePlanning
Access and preparationProject lead
Start decision

The project lead confirms the start once the agreed prerequisites have been checked.

Original fictional example. The precise content is agreed for each organisation.

MERIDIA / WORKING EXAMPLE02

Collaboration between two locations

Who can change a client agreement?

Role in the decisionResponsibility
Local project teamDescribes the change
Involved team leadsAssess the impact
Assignment ownerMakes and shares the decision
Record the decision

Keep the choice, conditions and next action with the assignment so every involved team can move forward.

Original fictional example. The precise content is agreed for each organisation.

MERIDIA / WORKING EXAMPLE03

Reviewing a limited pilot

Does the new handoff work?

What do we look at?What do we ask?
Missing informationWhat did we have to ask for?
Waiting timeWhich step were we waiting on?
ReworkWhat had to be done again?
Next version

The process owner incorporates the review findings and schedules the next review point.

Original fictional example. The precise content is agreed for each organisation.

FROM THINKING TO DOING

Start with one assignment.
Improve the way it works.

We follow a recent client assignment from sale to start. With the people doing the work, we make the handoff concrete and test new agreements in practice.

Explore the four working steps
01

Explore

Follow a recent assignment.

02

Agree

Clarify one handoff.

03

Test

Use it in ongoing work.

04

Hand over

Put the team in control.

MERIDIA / WORKING EXAMPLE02

Collaboration between two locations

Who can change a client agreement?

Role in the decisionResponsibility
Local project teamDescribes the change
Involved team leadsAssess the impact
Assignment ownerMakes and shares the decision
Record the decision

Keep the choice, conditions and next action with the assignment so every involved team can move forward.

Original fictional example. The precise content is agreed for each organisation.

FIELD NOTE 01 / OWNERSHIP

Who can promise
the start date?

Commercial expectations, available capacity and a client commitment meet in one decision. If it is unclear who decides, another meeting rarely helps. Make the decision authority explicit first.

Read the insight

START WITH ONE HANDOFF

Which assignment
could have started better?

Take a recent situation as your starting point. Who was involved, where did it stall and what needs to be clearer next time?

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