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Expert Q&A

2. When does a project beat an annual retainer?

Planning Basis research deskSection 06 · Page 4 of 16Last updated 3 November 2026

Why it matters: recurring fees need recurring work, not just an initial list of opportunities.

Good-answer framing: identify event-driven versus continuing needs, define monitoring obligations and explain how the engagement shrinks after a major project. Ask for the renewal calculation and what would trigger an increase or decrease in scope.

Follow-up: “Which deliverables disappear in year two, and why would the fee remain the same?”

Evidence request: a redacted year-one scope and subsequent renewal schedule.

Expert quote: ____________________ Speaker/date/permission: ____________________

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