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Signed proposal/services agreement?
Key client contact person established.
Identify person to receive invoices.
Identify person to approve invoices.
Reiterate that invoices are submitted bi-weekly, payable in 15 days.
Identify project team and other participants.
Group them by process for interviews.
E-mail and phone list of team/participants.
Create distribution list.
Legal counsel for contract review?
Buyer to update during negotiations?
Project name/logo established?
Obtain official company logo for documents.
Desk or other work area?
Long distance calls?
- keep non-project calls to a minimum - you are not billed for that time
- % of work to be done off-site
Access to printers?
Location of printers and copier?
Assign network folder (& access) established for the team (folder_structure.doc).
Contact for establishing conference call bridge?
Contact for Webex/Netmeeting?
Conference room for demos (e.g. 20 people) – or offsite?
Conference room for team meetings (e.g. 10 people)?
Internet connection in conference rooms?
ID/Building access key?
Location of bathrooms?
Introduce yourself to client receptionist and direct phone calls to cell #.
Work plan developed/reviewed.
Cross check work plan against proposal for completeness of tasks, deliverables, and dates.
Draft time-control for budget tracking (Timecontrol.xls).
Establish preliminary schedule of events:
- Kickoff (remaining dates to be scheduled at this meeting)
- Goal-setting (options: predefined vs. exec vs. exec/team meeting)
- Requirements Interviews (2 hours/group – min. ½-day blocks)
- Status Updates/Meetings
- Vendor communications & points of contact
- Appearance of impartiality (risk you bias the team, premature vendor retreat)
- Open communications on everything except bids & competitor’s intellectual property
Review kickoff presentation.
Assign Client to insert background section.
Draft vendor control (RFP/Vendor_Control.xls).
Gather existing vendor contacts?
Current vendors contacts?
Draft first contact letter (First_Contact.doc).
Obtain client’s NDA.
Key NDA contact at client?
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