By Mary Wright, Editor, HR Gazette
I. The Delegates
A. Do you understand how the team works?
1. Do you know the names of the Client relationship manager, team leader and every member of your team?
a) Do you have their complete contact information?
b) Do you know the preferred method of communication?
2. Do you have Client contact?
a) If so, do you have the complete contact information for the Client?
b) If not, who does and how do you communicate with that person?
3. To whom do you directly report?
a) Who will assign work to you?
b) Are you obligated to take assignments from any team member other than the one to whom you report?
c) To whom do you report if you think you will miss a deadline?
d) Who receives your work product?
e) Does anyone report to you?
(1) If so, what are your responsibilities for their work?
(2) How do you measure, record and/or report their progress toward goal?
(3) Are you required to mentor or instruct the person to whom you delegate work?
(4) Do you have authority to remove non-compliant delegates from the team?
(5) Can you “brag” internally about the success of delegates that report to you?
4. Who provides administrative support?
a) Has someone set up an e-mail group?
b) Does support staff have access to group e-mails?
c) Who is responsible for saving work and/or communications to the company network?
5. Is the work confidential?
a) Must you sign an NDA?
b) Must you cooperate in obtaining copyright, trademark or patent protection for the work?
c) Can you comment about the work on social media?
B. Do you understand the project and your role in it?
1. What is the result or product to be obtained?
a) What role do you play in obtaining this result or product?
b) What part of the product are you responsible for creating?
2. Do you know the facts and have the documents necessary to complete your work?
a) Who do you turn to if you do not understand the project, or need more facts or documents?
b) What resources are available to you to complete your work?
c) Do you have any budget to obtain resources?
d) What do you do if you encounter problems or impediments to achieving the desired result?
C. Do you know the schedule?
1. What is the start and end date?
a) Are these soft or hard deadlines?
b) What do you do if you need more time?
c) How many hours does the leader expect you to devote to the project every day, week or month?
2. What is the meeting schedule?
a) How do you know if you are required to present at the scheduled meeting?
3. What do you do if you encounter problems or impediments to achieving the desired result on schedule?
D. Are reports expected?
1. When and/or how often are reports expected?
2. Are presentations to be written or verbal?
E. What is the anticipated form the result or product?
1. Is it a plan, proposal, written product or physical product?
2. Is it to be presented prior to the end date to allow for revisions prior to the end date?
F. What is the follow up?
1. Will this project be a goal on or otherwise factored into your performance evaluation?
2. Will you earn incentive compensation for completion of the project on time and to Client satisfaction?
3. Could successful participation lead to a leadership assignment on a future project?
4. Are you allowed to publish success and/or results in social media?
5. Will you participate in presentation to the Client or audience?
6. Will your name go on the product?
From HR Gazette
For introductory information, See: