Engagement

Staff handling briefing

A practical briefing that walks teams through the new file path, exceptions, and what to do when a request arrives outside the approved channel.

Who it is for

Custodians, assistants, and managers who send or receive sensitive files after a process change.

Result

Shared understanding of the written path and a simple checklist for day-to-day decisions.

Format & duration

Facilitated session · Up to 90 minutes per group

Delivery

Your premises or video session

Price basis

Per session

Included

Session facilitation, printed or PDF checklist, and Q&A notes for the sponsor.

Excluded

Full process redesign and individual coaching retainers.

Session shape

We open with the real scenarios your team faces, walk the approved path, then practise a few awkward requests so people leave knowing how to refuse an unsafe shortcut without drama.