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