Provide consulting and coaching, Delivery Resource(s)

Description

A request for services or support may require consulting or coaching using an application or solution. This direct support can be  provide Instruction and / or training for the requestor and their teams.  This consulting or coaching may provide the following:

 

  • Alternative ways to use a software package
  • Answers to specific queries about a solution (ie can it do …?)
  • Recommendations about alternative solutions that may provide better fit to the problem

 

The steps for this work include:

 

  • Determine the requestors needs
  • Provide / recommend the consulting or coaching to address the needs
  • Confirm that the work has met the requestors needs
  • Close the request on the call handling system with appropriate time and expenses

 

Work packages may be used to allocate and assign work to these assignments.

 

Audit Criteria

  • Consulting, recommendation, or coaching provided as agreed
  • Customer confirms the work has been completed.>
  • Time / Costs have been recorded

Document Templates

  • Template Links
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Forms

Process Details

  • Training / reference / system manuals
  • Qualifications for types of training and consulting
  • List of qualified personnel

References

Managing Successful Projects with PRINCE2™

  • Reference 1
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Additional Details