onboardin g version 1.1 october 2014. stages win internal handove r establish core team initiate...
TRANSCRIPT
Onboarding
Version 1.1 October 2014
Stages
WinInternal handov
er
Establish core team
Initiate Project starts
Win
Required
Client confirms we’ve won pitch
Pitch owner tells client partners, MD and Zoe
New business PM to put any new
documentation from client on server
Recommended
Pitch owner tells pitch team
Internal handover
Required
New business PM ensure final pitch docs on
server
New business PM produces handover doc:
Pitch docs with reference to server location & short
summary
Summary of ambition
List of objectives (to scope / to deliver as per pitch
etc.)
List pitch team and contact details if non-Zone
Internal handover meeting(s) with New business
PM, pitch owner and proposed client partner
(pitch owner to arrange)
Client partner to sign printed handover doc to
accept work (New business PM to file)
Establish core team
Required
Client partner read pitch docs
Assign AM, PM and functional leads from client
group
Recommended
SAD, PD read pitch docs
If not possible, SAD & PD to set up project in
interim with support from functional heads
AM, PM and leads read pitch docs
Initiate
Required
AM sets up client/project folder on nZone
PM writes SoW, timeplan, budget and sets up
Timezone
PM upload copies of approved docs to Timezone
Anna, Client partner (+ others as req.) review
contract. Partner responsible for ensuring this is
signed off
Recommended
Pitch owner sets up client meeting to introduce
AM, SAD, Partner
Finalise full team in consultation with functional
heads
Begin any required recruitment (run by
functional heads)
Project starts
Required
Work beings once contract signed
Hold internal kick off, including
presenting pitch to team
≥2 weeks mobilization time from
win
Recommended
Work begins once
All team leads in place
SoW including budget
and timings for 1st phase
signed off
Hold formal kick off with client
Summary
WinInternal handov
er
Establish core team
Initiate Project starts
Propose client
group (PO)
Files on server
(NBPM)
Handover doc
(NBPM)
Handover meeting
(PO)
Internal
announcement (PO)
Review pitch
docs (CP)
Contract (CP)
SoW (PM)
Timezone set up
(PM)
Internal pitch
presentation (CP)
Client kick off
(AM)
Client intro meeting
(PO)
Finalise full team (CP)
Requir
ed
Reco
mm
ende
d
Pitch owner (PO), Client partner (CP), New business PM (NBPM), Project manager (PM), Account
manager (AM)
≥2
weeks