Project Engagement Checklist

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1. Expertise and Manpower:

• Make sure there is a roster of workforce engagement throughout the project’s lifecycle;
• Make sure the project is a fully staffed: specialists of all necessary skills and expertise are engaged, so all project roles and positions are filled;
• Make sure all questions related to engaging specialists on a full-time or part-time basis are resolved, so there is enough of working hours scheduled to cover different tasks;
• Make sure that workers are engaged on a fair basis: their wages are adequate to their roles and professional level, and system of compensation is transparent;
• Make sure people are engaged on legal basis: all documents comply with the local law and other labour norms, such as insurance coverage;
• Make sure all people are engaged reliably: HR policies ensure good workforce retention and minimize possibility of pre-term disengagements;

2. Customers and Users:

• Make sure the representatives of the customer are engaged into the working process: they have procedures and transparent rules to leverage the work;
• Make sure that the customer representatives cannot intrude into working process just when they want to do this: make sure they recognize and respect all rules of project management methodology which you have selected;

• Make sure all practical needs and requirements of the customers are fully recognized, so no items essential to customer satisfaction can be missed or mismanaged;
• Make sure that immediate users (those who will practically apply the project results) are engaged into the working process, so their inputs and suggestions will be used to increase usability and efficiency of the project products;
• Make sure representatives of the customer are engaged on regular basis, so conception of customer engagement is consistently maintained and no important decisions can be made without being verified by the customer representatives;
• Make sure the Customer engagement is properly organized:
  • Customer feedback on different aspects is continually collected and analyzed;
  • Problems and questions are reported to customers in time to get their input;
  • Customer is represented by competent people who can provide valuable input;

Let’s say in Scrum methodology the customer may affect the project only at fixed points of iterative workflow;

3. Technologies and Resources:

• Make sure that all necessary resources will be engaged on all levels of project execution:
  • There is a Resource Plan explaining why certain resources are required, in what amount and of what quality, including a schedule of how resources are demanded in time;
  • All necessary internal resources are requested beforehand and positive responses on their availability and readiness are received;
  • All external project resources are contracted beforehand, so private companies providing them are committed to serve your schedule and mission;
  • Make sure all informational resources are engaged, deployed, available and secured:
    • IT and communicational...

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