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8 Cards in this Set

  • Front
  • Back
The Proposal Process
Mobilization
“Enrolling” Others (Called “Rolling On” (and later “Rolling Off”))
Launching Work
Identify human capital requirements___________. during the project work planning activities. As a best practice plan to use of a ______ provided by the consulting firm AND the client.
by skill level (and maybe by specific individual)
mix of people
By Skill level (or specific individual) estimate..
the amount of time needed and timing. Prepare a staffing load schedule)
Source the best possible individuals to the team. Often staffing is a supply (availability)/demand (when needed) market. Use networks and firm management to shake the right people loose (from other responsibilities). This may require some adjustment in project start dates. The best people tend to go towards:
The most important clients or highest “value” projects
Skill building or resume padding work
Projects that strategically important to the client or firm
To the extent possible insist on _____________when assigning individuals to the project
full time participation
Coordinate with the project ______ (typically) the assignment of client personnel to the team. The client should take lead on this but the consultant should help in terms of familiarizing the client the the project plans itself. Its often useful to help the client sponsor put together a project introduction letter design the show executive level support for the initiative, to lay out the...
-sponsor
-goals of the initiative and the various roles that the consultant will play
The Project Kickoff Meeting
Opening (welcome, introduction, review of agenda)

Discussion
Business/technical purpose of the project
Deliverables
Project Plan
Checkpoints and Review Procedures
Team Member Roles and Responsibilities
Guidelines for working together
Action Items (until next meeting)
Next Meeting Schedule

Closing (review and reinforce purpose and importance of the project; stress
that its an opportunity to make a real contribution, and thank
everyone for their willingness to participate)