Task: Compile Or Update Team Member On-Boarding Kit
The on-boarding kit helps team members become familiar with the Service Engagement objectives, environment and standards. A carefully designed on-boarding kit can significantly reduce the learning curve for new team members, and can also be used by existing team members to remind them how the Service Engagement works.
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Main Description

As a minimum, the on-boarding kit should consist of the following:

  • Client expectations: conditions and outcomes for the Service Engagement.
  • Service Engagement objectives: clearly states the goals of the Service Engagement.
  • High level Service Delivery Plan: helps team members understand the depth and breadth of the Service Engagement.
  • 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.
  • Inter-team coordination: rules for interfacing teams.
  • Key performance indicators: productivity index, measurement of re-use.
  • Standards and procedures: clarify Service Engagement policies.
  • Requirements emerging out of any of the streams.

The on-boarding kit should also address very practical matters, such as:

  • Work ethics and access requirements: dress code, work locations, work hours, overtime, parking facilities, and access privileges to work locations.
  • Policies regarding Service Engagement security and data privacy and the archiving of Service Engagement data and information including emails.
  • Out-of-pocket expense guidelines: travel service information, lodging and boarding preferences and allowances, mileage reimbursement, business lunch expenses, and rental car preferences.
  • 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.
  • Balance between team and home organisation responsibilities: making sure the appropriate reporting is provided to team members' home organisations.
  • 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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