external-advisor-management-plan

To create an external advisor management plan, run a scripted interview to collect your advisor roster, coordination cadence, fee posture, and open issues. The process outputs an artifact directory containing artifact.md, interview.json, and manifest.json for governance operationalization.

Coordinating siloed external advisors requires a structured management plan that aligns meeting cadence, fee structure, and performance reviews while tracking open issues. This reduces coordination drift and makes advisor responsibilities explicit across legal, tax, and consulting roles.

Yes, the advisor management plan artifact supports optional downstream publishing via configured Seren gateway publishers. You can publish the generated artifact package to DMS/SharePoint, tasks, and storage destinations after completing the scripted interview.

The advisor management plan workflow requires psycopg, snowflake-connector-python, and requests dependencies to execute its scripted interview and generate the artifact directory containing structured advisor inputs and interview summaries.

Before generating an advisor management plan, gather each external advisor's name, firm, role, meeting cadence, fee structure, performance review cadence, and current open coordination issues. This inputs populate the scripted interview to produce accurate governance artifacts.

Yes, the advisor management plan workflow supports optional guarded memory writes during the scripted interview process. This allows structured advisor inputs and interview summaries to be persisted for future governance operationalization across external advisors.