Organize the Assignment

This may be simple like just turning up at a clients on the date specified. It may include raising POs for travel. It may involve pre-assignment phone calls. If the assignment is to be Team-based, it will require the PSG Manager and Project Manager /Team Leader formally assembling the team.

Checklist:

Book Travel and accommodation (and raise Purchase Order if necessary)

Agree work arrangements, e.g. use of client workstation and software or use of own laptop

Ensure software is installed on client site (absolutely fundamental for training)

Ensure software is licensed (absolutely fundamental for training)

If using client software, make sure a user Id is set up for both software and client systems

If using own laptop, ensure that:

- Client version of the software is installed on a Virtual Machine

- There is the capability to transfer work done (e.g. memory stick, Wi-Fi dongle, or tethered smart phone)

Assignment Arrangements

• Category: Output
• VSM Role:
• Potential Issues:
• Evaluation:
• Feedback Notes:

Consultant

IGOE Scope Diagram Deliver Consulting Services