Configuration playbook

How the Practice FDE pod scopes, designs, and delivers a fixed-price pre-IPO SOX engagement. v0 — draft. Structure only; full content authored by the Practice principal outside this codebase.

Pre-engagement

Customer fit assessment Scoping conversation script

Stage 1 · T-12 → T-9

Scoping checklist Control universe setup

Stage 2 · T-9 → T-6

Control design Narrative drafting Walkthrough coordination

Stage 3 · T-6 → T-3

Remediation patterns Exception triage

Stage 4 · T-3 → T-0

Testing playbook Evidence package Management assertion

Stage 5 · T-0 → T+3

Filing handoff First 10-Q transition

Cross-cutting

Big 4 firm-specific guidance Common pre-IPO pitfalls When to escalate