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Appendix B: Deliverable
Preparation Guide
An engagement report serves several purposes. First, it is evidence of completion of
an engagement or a phase of an engagement. Second, it establishes a written record
of the nature of the engagement and the results achieved. And third, it is the engage-
ment team’s expression of technical competence—both to the client and to other
prospective clients. It should be a professional service rm’s policy to submit a writ-
ten report to the client at the end of an engagement. In addition, reports might be
appropriate at key milestones or the conclusion of engagement phases.
The following discussion describes ...