Objectives of Project Orientation

Ensures that people moving onto new projects and/or accounts are set up for success in their new role.

Project Orientation form provides a checklist of important activities that should be covered in the process as well as a record of key issues to be managed between the individual and his/her new project manager/KAD.

Project Orientation should take place as soon as an individual is assigned, or as soon as possible thereafter to avoid compromising the individual, the project, MAC and the client.

Project Orientation Form

Client Overview

This includes:

Logistics

This includes:

Project Overview

This includes:

Role Overview

This includes:

Feedback

Regular feedback will enable the consultant and his/her project manager/KAD to:

Continuous assessment and feedback is essential, and a mechanism to achieve this must be agreed with the consultant.

Project Review FormObjective Rating Comments

Did I understand the overall objective of the project?

Critical success factors Rating Comments

Was I made aware of critical tasks that needed to be completed in order to make the project successful?

Deliverables Rating Comments

Was I made aware of my role on the project

Did I have the skill/knowledge required to complete my task

Scope Rating Comments

Was I aware of what areas are in scope and out of scope

Business Case Rating Comments

Was I aware of why the project is essential?

Resources Rating Comments

Did I have access to resources to help me deliver my tasks?

Other Rating Comments

5 Completed

4 Very Good

3 Satisfactory

2 Needs some attention

1 Needs urgent attention