Engagement issues don’t start during fieldwork. They start earlier — when preparation is rushed, expectations aren’t aligned, and work begins before clients are ready.
This checklist outlines the key actions and timing teams need to run engagements more effectively, with a clear focus on preparation and readiness.
Inside the checklist:
– A pre-fieldwork preparation timeline
– Readiness checkpoints before fieldwork begins
– Guidance on when to start — and when to pause
– A clean wrap-up and roll-forward process
Use this checklist to onboard new team members, standardize engagement management, or tighten execution on your next engagement.
