Phase 1: Start up & Orientation

This phase is for the engagement team to gain insight and knowledge about the project, and for the stakeholders involved to gain a shared understanding of what relational contracting management is all about.


  • Initial Statement of Work


  • Team orientation
  • Stakeholder map
  • Conduct seminar
  • Seminar feedback analyses

Steps: (click on any step below for additional information)

  1. Initial Meeting with Sponsors
  2. Project Overview Orientation
  3. Engagement Introduction Communication to Joint Team Members
  4. Conduct “Relationship Management Orientation Seminar”
  5. Data Analysis
  6. Phase 1 Checkpoint

Team Makeup:

  • Lead Advisor
  • Project Manager
  • Relationship Charter Specialist
  • Engagement Support

Characteristics of a good outcome:

  • Positive indication of the orientation sessions and convergence on the interview guide

Characteristics of an undesirable outcome:

  • Insufficient participation at the seminar
  • The lack of continued commitment of the executive sponsors

Main Overview

First Step 1