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Plans & engagement

A clear scope. A considered start.

Start with the work you need to do. Shape the software, practitioner support and commercial terms around a scope your team can evaluate.

Scoped proposals; terms agreed in writing.

Ways to work together

Focused evaluation

A team assessing one recurring decision or review workflow.

  • A written evaluation question
  • Agreed inputs and success criteria
  • A joint review of the result

Scope and responsibilities are confirmed before the evaluation begins.

Build an evaluation

Software engagement

A team planning ongoing use across an agreed project and user scope.

  • Defined access and workflows
  • An agreed onboarding sequence
  • Documented support arrangements

The quote sets out access, onboarding, support and any agreed configuration.

Discuss software scope

Advisory engagement

A team that needs practitioner support for a defined piece of work.

  • A defined professional deliverable
  • Named responsibilities and inputs
  • An agreed review and acceptance process

Advisory work is scoped explicitly, including any software used in the engagement.

Explore advisory

What the scope should settle

Starting point

Focused evaluation
One question and a representative workflow
Software engagement
Recurring workflows, projects and user roles
Advisory engagement
A specific deliverable or controls need

Data and access

Focused evaluation
Demonstration data or permitted project material
Software engagement
Access and handling requirements agreed before rollout
Advisory engagement
Inputs and working access defined in the scope

Onboarding and support

Focused evaluation
The people and assistance needed for the evaluation
Software engagement
Onboarding, configuration and support described in the quote
Advisory engagement
Practitioner responsibilities and review points stated explicitly

Software and advisory

Focused evaluation
The tools and practitioner involvement agreed for the first cycle
Software engagement
Any advisory services scoped separately and explicitly
Advisory engagement
Any software use stated in the advisory engagement

Commercial agreement

Focused evaluation
Charges, duration and evaluation boundaries in writing
Software engagement
Access scope, charges, term and renewal arrangements in writing
Advisory engagement
Deliverables, charges, assumptions and acceptance in writing

Bring the context. Define the fit.

The work

Projects, portfolios, recurring reviews and the decisions you need to support.

The people

User roles, reviewers, decision makers and external collaborators who need access.

The information

Schedule formats, document needs, data restrictions and any requested connections.

The support

Onboarding, configuration, training and any practitioner involvement you want included.

Before you decide

Why is there no fixed price on this page?

Project scope, user roles, workflows and support needs vary. Kairos prepares a scoped proposal so you can review the charges, inclusions and terms together. No price or access entitlement is implied by these engagement options.

Is a focused evaluation free?

Any evaluation charges, access period, deliverables and responsibilities are agreed in writing before it starts. A product walkthrough can use demonstration data without sharing confidential project material.

Can we combine software and advisory?

Yes, they can be scoped together. The proposal should make clear what the software provides, what practitioners will deliver and who retains each review and approval responsibility.

What should procurement or IT review?

Bring your supplier, data-handling, access, records and support requirements. The Trust center and Working with Kairos pages are starting points; specific contractual requirements are reviewed during scoping.

Does an evaluation automatically become a subscription?

Expansion is a separate decision. Agree what happens to access, project information and any retained outputs when the evaluation ends. Ongoing software use requires its own agreed commercial terms.

Discuss your scope

Working with Kairos

Trust center