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4
Setting Up
the Engagement
Rules for Setting Up the Engagement
Rule 3: Establish and enforce engagement standards, including those for propos-
als, progress reports, and deliverables.
Rule 5: Prepare complete and denitive service proposals, contracts, and engage-
ment work plans that evaluate and accommodate risks for both the provider and
the client, so the client knows what can be expected in terms of scope, work plan,
schedule, deliverables, and cost.
THE ENGAGEMENT TEAM
A number of things need to be done before the rm’s engagement team begins work-
ing directly with the client. Perhaps the most important part of the engagement
occurs during ...