Guidelines for Starting a New Project

Pre-kickoff Checklist

It may be helpful to copy these lists into a card/checklist on your project Trello board (if you are using one).

Hand-off call with Sales team
Validate that SOW has been signed and review prior SOWs if relevant
Review contract and proposal
Review staffing and staffing gaps
Fill out New Client/Project Startup form (this goes to the Office Manager)
Work with Admin to organize background checks or drug tests if needed
Determine if there are any specific time reporting or invoicing needs for client
Hand-off call with Admin regarding contract/compliance/invoicing details
Work with the Delivery Manager (DM) to assign project team
Share SOWs and NDAs, as necessary, with ca-admingroup
Set up tracking for contractual requirements
Set up tracking for contract expiration/renewal
Review project hours thus far: determine if billable to client, or accountable to Sales (ask DM if you are not sure)
Request copy of client travel policy if not included in contract or SOW

Ensure project is set up in Unanet
Update People Assignments and Plans
Set up Shared Google Drive folders for projects using the consistent project folder structure
Set up project email lists (decide if you need both internal and client facing)
Set up project Slack channels (internal and client facing)
With Tech Lead (TL), set up any/all Trello boards or JIRA instances
Send orientation / welcome email (Slack, team intros, email intro, call schedules and project schedule) to project email list(s)
Confirm any deviation from standard green-lighting (contract signed, etc.) with DM and CEO
Set up hosting (if needed)
Determine infrastructure needs for client (VPN access, demo system access, source code access, etc.)
Schedule internal kickoff and client kickoff
Review invoicing in contract and prepare invoicing documentation

This page was last updated on November 3, 2023.