1. Objectives of Project Orientation Ensures that people moving onto new projects and/or accounts are set up for success in their new role. The 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.

2. Objective of the RoleKey DeliverablesKey Activities Indicate the objective of the role within the project team and stream (if applicable) List the key deliverables expected from the team member Provide high level activities that the team member will complete – details will be within the project DependenciesClient AssumptionsAspirations What would the person be dependent on to ensure completion of activities? This can include people, processes, systems. Are there assumption that the client will have of this role? Personal aspirations for the role and it’s impact on the client and project? Skills Set MatchTeam Member StyleMAC SME/Coach Support What key skills does this role require? Does the team member have these skills? What Belbin team type is the team member? List 3 key behaviours that can be expected from the team member. MBTI can be used as an alternative. Who would be providing SME or coaching support to the team member on work content?

3. Project Charter ObjectiveCritical Success FactorsDeliverables What are you setting out to achieve? Ask the “5 whys?” What are the critical things that need to be in place ahead of time to make this project successful? What are the tangible deliverables? ScopeBusiness CaseResources What areas are in scope? What areas are out of scope ? What’s the business rational? Who will assist in and deliver the project?

4. Project Planner