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Our business structure operates a partnership between ourselves, the client and our selected representative.
We assign an ExecPortfolio professional to oversee every assignment, it is their responsibility throughout to ensure correct progression of the assignment, and its deliverables, and to work with the client and ExecPortfolio representative.
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Ours is a truly full service operation, and we take pride in our involvement.
 Our clients receive regular updates and reports, along with scheduled meetings, again an ongoing commitment to fulfill objectives.
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| Assignment Process |
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1
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Meeting by all client stakeholders, and ExecPortfolio Director to ascertain deliverables, timescales and overall scoping exercise. |
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2
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Within 24 hours, ExecPortfolio will relay to the client what it believes to be its ability to fulfill the required request, or offer possible amendments that its practitioners have advised to ensure a positive outcome. |
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3
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Meeting with Client, ExecPortfolio Director & between 1 & 3 of our preferred representative practitioners. (Between 5-10 days from initial meeting) |
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4
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Agree chosen representative and commencement of assignment (In some cases this is immediate) |
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5
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Exchange contracts |
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6
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Commencement |
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7
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Ongoing assignment review and feedback |
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8
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Regular meetings to continual assess progress |
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9
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Assignment completion |
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10
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Client overall assessment questionnaire carried out. |
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How we Operate 