ADVISORY MEMOS

CLARITY, FRAMED PRECISELY

Advisory Memos are a core tool within Pistisus’ advisory model: formal, structured, written responses to real operational or strategic questions. Each one is scoped, framed, and delivered under retainer, within the client’s defined engagement path.

They are internal-use documents, designed to clarify, support, and enable decisions at executive or functional level. Their content is adapted to the client’s situation, risk profile, and strategic environment.

Each memo is reviewed by the assigned Partner, written in plain, direct English, and formatted for leadership-level reading, whether that’s a CEO, CFO, Director of People, or General Counsel.

All content remains fully confidential under existing agreements.

WHAT ADVISORY MEMOS HELP WITH

Memos are used across sectors and topics, always within the defined scope of engagement. They are typically requested in situations where internal clarity is limited, time is constrained, or the leadership team needs a neutral external view that’s structured, not abstract.

They may address questions of governance, operational logic, role responsibility, decision framing, risk exposure, or process design. In some cases, they respond to sensitive scenarios involving people, external compliance, or delivery tension. In all cases, the goal is structure, delivered calmly, on time, and written to hold under review.

TYPES OF DOCUMENTS AVAILABLE

BY PILLAR

Link to internal anchor or category index: Finance & Controls. People & Governance. Operations & Systems. Risk, Digital & Resilience

BY INDUSTRY

Examples include: Internal control review briefs. Governance structure maps. Workflow sequencing templates. Strategic escalation frameworks. Role alignment guides.

ACCESS AND DELIVERY

Advisory Memos are available to clients under retainer through the Advisory Engagement Model.

Each engagement defines the scope of topics, turnaround rhythm, and escalation logic. Memos are not offered separately or outside of formal agreements.

Requests are submitted through the secure portal or designated channel, reviewed by the assigned Partner, and confirmed within the defined terms.

For clients already engaged, use your access credentials to submit a structured request. 

Structured clarity, when timing matters most. That’s the purpose of every memo. And the reason clients trust the format, again and again.

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