Engagements
You can retain OATB to negotiate an agreement, assess a compliance program, or advise a board committee through its annual work. The examples below show what those engagements can involve and what the organization would receive.
These are hypothetical examples of potential engagements, not client stories or promises of outcomes.
Review committee mandates and reporting pathways, discuss responsibilities with leadership, and develop a coordinated oversight structure.
Possible work product: Revised charters, an oversight map, a reporting calendar, and a process for follow-up.
Explore the service ↗Review the agreement alongside the proposed business arrangement, identify negotiable terms and remaining exposures, and support negotiations.
Possible work product: A negotiated agreement and clear advice on the tradeoffs that remain.
Explore the service ↗Connect priority risks to business objectives, identify accountable owners, and agree on decisions and actions that need attention.
Possible work product: A prioritized register, action plans, and a reporting and review process.
Explore the service ↗Review the inventory, clarify ownership and approval responsibilities, and prioritize the documents that need attention.
Possible work product: A policy inventory, a revision plan, and an ongoing policy management process.
Explore the service ↗Review the proposed ownership and operating structure, where clinicians and patients will be located, and how care will be delivered. Assess corporate practice of medicine, professional and entity licensing, telehealth, and prescribing considerations, coordinating with local counsel where needed.
Possible work product: A state-entry assessment, recommended changes to the operating model, and a launch plan identifying required approvals, accountable owners, and unresolved issues.
Explore the service ↗Inventory current and proposed AI uses, assess their purpose and potential consequences, and establish a review process proportionate to the risk. Address data use, privacy, vendor terms, validation, human oversight, and responsibility for monitoring performance and responding to concerns.
Possible work product: An AI use inventory, policies and approval criteria, assigned oversight responsibilities, and a monitoring process that identifies when to reassess, restrict, or stop a use.
Explore the service ↗Illustrative engagement · Hypothetical
Begin with the organization’s governance documents and the director’s responsibilities, then use upcoming meetings and decisions to practice asking questions, testing assumptions, and applying risk-based judgment.
The work could include: Individual onboarding, meeting preparation, discussion of fiduciary duties and decision guardrails, and continuing coaching as new questions arise.
Explore director & officer coaching ↗Yes. A specific matter, defined project, or ongoing advisory relationship can each be an appropriate engagement. The scope starts with what you need.
Only if that fits the responsibility you want filled. Advice to a committee, a program assessment, or a transaction can be scoped on its own. Interim and fractional CLO, CRO, and CCO roles are also options.
Yes. An engagement can support an existing legal, compliance, or risk team, provide focused expertise, or add capacity for a particular matter.
The initial discussion identifies the work, priorities, responsibilities, and any specialist support needed. Scope and fee arrangements are agreed before the engagement begins.
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This site previews planned legal and consulting services. Visit RobertBStratton.com for Robert’s professional background, writing, and speaking.
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