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Project Engagement Letter
"I need a Project Engagement Letter for a 6-month IT infrastructure upgrade project starting March 2025, where we'll be providing consulting services to a medium-sized retail client in Auckland, with specific emphasis on data protection and staged payments."
1. Addressing and Date: Formal business letter heading with recipient's name, title, company, and address, plus date
2. Opening Reference: Reference to previous discussions or proposal regarding the project
3. Project Overview: Brief description of the project and confirmation of engagement
4. Scope of Services: Clear outline of what services will be provided and key deliverables
5. Timeline and Milestones: Key dates, phases, and delivery schedule
6. Fees and Payment Terms: Clear statement of fees, payment schedule, and payment methods
7. Key Personnel: Identification of key team members and their roles
8. Client Obligations: What is required from the client for successful project delivery
9. Terms and Conditions: Reference to standard terms and conditions that apply
10. Acceptance Process: How to indicate acceptance of the engagement (signature block)
1. Assumptions and Dependencies: Include when project success relies on specific assumptions or external factors
2. Change Management Process: Include for complex projects where scope changes are likely
3. Risk Management: Include for high-risk or high-value projects
4. Quality Assurance: Include for projects with specific quality requirements or standards
5. Confidentiality Statement: Include when dealing with sensitive information or IP
6. Insurance Coverage: Include for high-risk projects or when required by client
7. Dispute Resolution: Include for high-value projects or when working with new clients
8. Early Termination Provisions: Include for long-term or complex projects
1. Schedule 1: Detailed Scope of Work: Comprehensive breakdown of project deliverables, specifications, and requirements
2. Schedule 2: Fee Schedule: Detailed breakdown of fees, rates, and payment milestones
3. Schedule 3: Project Timeline: Detailed project schedule with all milestones and deadlines
4. Schedule 4: Standard Terms and Conditions: Full terms and conditions referenced in the main letter
5. Appendix A: Key Personnel CVs: Optional appendix with team member qualifications and experience
6. Appendix B: Technical Specifications: Optional appendix for detailed technical requirements or standards
Authors
Information Technology
Construction
Professional Services
Management Consulting
Engineering
Architecture
Digital Services
Business Advisory
Environmental Services
Healthcare
Education
Financial Services
Creative Industries
Research and Development
Legal
Operations
Commercial
Project Management Office
Business Development
Finance
Procurement
Account Management
Risk and Compliance
Professional Services
Project Manager
Business Development Manager
Consultant
Managing Director
Chief Executive Officer
Operations Manager
Contract Manager
Legal Counsel
Commercial Manager
Account Manager
Program Director
Department Head
Senior Consultant
Business Analyst
Project Coordinator
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