The Engagement Manager (Transition) is engaged at the commencement of this phase. This phase runs in parallel with the Startup phase of Unified Project Management (UPM) which sets up Project Management Plan for the transition project. Please refer to ‘Guideline On Transition Governance’ for further details to facilitate transition governance in conjunction with UPM.

The initial activity of this phase of transition is to study the understanding and assumptions of the due-diligence artifacts received during sales handover in.

This should help in:

• Building the preface of the engagement
• Confirming the scope of the service engagement requirements
• Assessing the commitments made to the customer
• Assessing current service performance
• Reviewing proposed solution with appropriate stakeholders.

Based on this understanding, the Engagement Manager (Transition) identifies various requirements and prepares for the engagement in terms of skills, infrastructure requirements, facilities, documentation etc.

The outcome of this phase is usually the design in terms of the Service Engagement Model, To-Be model in terms of processes and tools, technical environment design, release plan, Knowledge Exchange Approach etc.

This phase is extremely important to the success of the transition. The phase establishes the basis for control for the life of the transition and builds the foundation for successful service delivery.