Pending Standards
SOPs requiring review
These procedures need owner approval before they are treated as active practice standards.
Review Control
Review and Engagement Closeout SOP
Defines the minimum review checkpoints before client-facing work is delivered or archived.
Owner
Manager
Assigned
Review team
Review
Per engagement
Staff Workflow
Staff Handoff and Waiting-State SOP
Standardizes assignment ownership, waiting-state escalation, and reviewer transition for recurring client work.
Owner
Operations lead
Assigned
Firm operations
Review
Quarterly