Pha se Deli vera bles : No Deli vera bles
Ste p Na me: Plan the Proj ect Ste p Deli vera bles : No Deli vera bles . Tas ks:
Sco pe the proj ect with the clie 1 nt Dev elop the proj ect wor k plan 2.
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Ste p Deli vera bles : No Deli vera bles . Tas ks:
Dev elop a draft of the proj ect ann oun cem ent lette 1r
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Dev elop a draft com mun icati on plan for the exte nt of the Opp ortu nity Ass ess men t. Ong oing com mun icati ons may cov er proj ect 2 stat
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Page 5
Mee t with the key clie nt cont act to disc uss if a clie nt tea m will be use d. If it is agre ed to use a clie nt tea m in addi 2 tion
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Wit h the clie nt, revi ew and revi se the over all com mun icati on plan and the ann oun cem ent lette 3 r. Impl eme nt the com mun icati on plan and distr ibut e ann oun cem ent lette 4 r.
Page 6
Wor k with key clie nt cont act to sele ct and orga nize a clie nt tea m bas ed on the tea m me mbe r profi 3 le
Ste p Na me: Dev elop Co mm unic atio n Plan
Dist ribut e surv eys/ diag nost e ct surv ey(s ) to be use d bas ed on the sco pe of the OA and the infor mati on sou ght. Revi ew surv eys with me mbe rs of a) the
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Defi ne deli vera bles of the Opp ortu nity Ass ess men t and shar e the m with clie nt tea 3 m. Con firm the proj ect sco pe, wor k plan and deli vera bles in the Arra nge men t Lett 4 er.
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Page 14
Cre ate a cov er she et that expl ains the purp ose of the proj ect and the surv ey, the time the surv ey mus t be retu rned , who b) m to
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Pha se Na me: Gat her Infor mati on Pha se Deli vera bles : No Deli vera bles Ste p Na me: Gat her Initi al Infor mati on Ste p Deli vera bles : No Deli vera bles . Tas ks:
Con duct stru ctur ed inter view 1 s. .
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Sele ct inter view can dida tes that are appr opri ate give n the sco pe of the OA. Pre pare a shor t bac k-up list to cov er thos a) e Cre ate an inter view sch edul b) e.
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Ste p Na me: Defi ne The Proj ect Tea m Ste p Deli vera bles : No Deli vera bles . Tas ks:
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Sele ct the eng age men t tea m, taki ng into con side ratio n the exp ertis e and skill s requ ired to perf orm the Opp ortu nity 1 Ass
O pp ort un ity As se ss m en
Time to
t Completion
Met hod olog y Deli vera bles : No Deli vera bles .
Pha se Na me: Sco pe and Plan the Proj ect
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Page 1
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Sch edul e the inter view s thro ugh a me mbe r of the clie nt抯 exe cuti ve staff or by the con sulti ng tea c) m. Con duct stru ctur ed inter view d) s.