Starting from the overall Service Engagement plan, where resources (or roles) are assigned to specific Service Engagement tasks, the Engagement Manager will review the skills, experience and competencies of a resource to determine the tasks that the resource will be assigned to.

When the Service Delivery Plan is complete, the Engagement Manager or Team Leads should review the individual work schedules with each member of the Service Engagement team. By doing this, the Engagement Manager or Team Leads will provide detailed instructions on each task. These instructions will include deadlines, constraints, quality checks and relationships with other tasks. It is also the opportunity for each resource to confirm that they understand and accept the tasks they have been allocated and the responsibilities that come with performing and delivering those tasks.

The assignment of tasks to team members needs to take into account the long-term availability of each resource. There is no point assigning six months worth of tasks if the specific resource is only available for 3 months and a replacement will join the Service Engagement team at a later date.

The Engagement Manager must reach consensus with the Delivery Manager on the selection of a common resource scheduling and planning tool for the Service Engagement. Capgemini recommended tools should be used to the extent possible.

There are some inter-dependencies between this task and the previous task (Review Individual Schedules), so when assigning tasks to a team member, the Engagement Manager must consider the following:

• How busy they have been in the recent past.
• How busy they will be in the immediate future.
• What tasks are still to be completed.

It is important to ensure that individual work schedules for each team member are evenly utilised, realistic and achievable; otherwise the morale of the individual and the overall team could be affected.