— Who Owns What, When —
Responsibility Flow. No ambiguity.
Across the 8 engagement boxes: what Cross Suite Advisory owns, what the Client owns, and what we share. Read straight across, top to bottom.
Legend: Cross Suite = our team owns · Client = your organization owns · Shared = joint ownership
Swipe sideways to see all 8 boxes →
Box →
1.Question
2.Cross Suite 00
3.Specialist Agent
4.Basic Needs
5.Deliverable
6.Meeting
7.Continued Support
8.Exit Strategy
Cross Suite
Frame the diagnostic question with you. Sharpen it until it's the right question to ask.
CS00 (Senior Partner Agent) orchestrates the right specialists. Senior advisor sets the brief.
The matched specialist agent does the production work under senior judgment review.
Tell you exactly what data, access, systems, and tech are needed — nothing more.
Produce the signed deliverable: diagnostic, playbook, dashboard, or executive memo.
Lead every working session. Bring synthesized findings, options framed, decisions queued.
Maintain monitoring agents. Quarterly senior debriefs. Surface anomalies early.
Hand off documentation, agent configurations, and a written closure memo.
Client
Bring the real question. Name what's keeping you up at night, not the sanitized version.
Name an executive sponsor and the internal decision-makers CS00 should coordinate with.
Identify the internal staff who will work with the specialist agent. Make them available.
Provide data, system access, named staff contacts, and the operating context.
Review the deliverable. Decide what to action, what to defer, what to challenge.
Attend scheduled sessions. Bring decision-makers, not just observers.
Maintain internal ownership of changes adopted. Communicate organizational shifts.
Confirm closure or extend into a new engagement scope. Own internal handoff.
Shared
Define what "success" looks like for this engagement. Agree on the question being answered.
Agree on scope, cadence, decision rights, and where CS00's authority ends and yours begins.
Calibrate the agent's outputs against your operating reality. Adjust as we learn.
Sign off on what data is in scope. Confirm tech and access dependencies before work starts.
Decide what's published internally, what's confidential, what's board-facing.
Convert insights into decisions. Capture rationale in the meeting record.
Quarterly health check: is the engagement still serving the question we set?
Joint after-action: what worked, what didn't, what comes next.
Every capability and suite chart on the Agents page uses the same responsibility colors at the box level — gold (Cross Suite), navy outline (Client), purple (Shared). This grid is the master view.