As a minimum, the on-boarding kit should consist of the following:
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Client expectations: conditions and outcomes for the Service Engagement.
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Service Engagement objectives: clearly states the goals of the Service Engagement.
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High level Service Delivery Plan: helps team members understand the depth and breadth of the Service Engagement.
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Organisation chart: enables team members to understand who the decision makers are as well as the hierarchy for
day-to-day reporting and issue escalation purposes.
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Inter-team coordination: rules for interfacing teams.
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Key performance indicators: productivity index, measurement of re-use.
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Standards and procedures: clarify Service Engagement policies.
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Requirements emerging out of any of the streams.
The on-boarding kit should also address very practical matters, such as:
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Work ethics and access requirements: dress code, work locations, work hours, overtime, parking facilities, and
access privileges to work locations.
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Policies regarding Service Engagement security and data privacy and the archiving of Service Engagement data
and information including emails.
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Out-of-pocket expense guidelines: travel service information, lodging and boarding preferences and allowances,
mileage reimbursement, business lunch expenses, and rental car preferences.
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Cut-off day and time for reporting time and status of work being performed: time reporting by individual team
members as well as approval of reported time and roll-up of information to a higher level in order to facilitate
executive level reporting.
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Balance between team and home organisation responsibilities: making sure the appropriate reporting is provided to
team members' home organisations.
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Infrastructure requirements for hardware and software: connectivity to client network and Capgemini network,
meeting and conference room reservation policies, telephone connections, and long distance calling privileges.
Finally, the on-boarding kit should be organized so that finding information is easy for new team members as well as
existing team members. A traditional index or glossary of terms is also effective.
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