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Project Staffing Checklist


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Project Staffing Checklist In this Project Staffing Checklist we talk about key tasks and steps you can do to plan for human resources required for your project. The checklist includes such categories as Recruitment, Planning, Orientation & Development, and Remuneration & Evaluation. Please use the checklist as an additional guide when estimating project HR needs.

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  1. Recruitment.
    • Forecast and determine manpower needs through developing a staffing inventory.
    • Create a job requirements list that explains what requirements candidates to your project staff should match with.
    • Notify all candidates about job requirements.
    • Start receiving and reviewing applications and CV’s from candidates.
    • Select and invite those candidates that present matching faculties and experience in their applications.
    • Conduct interviews with invited candidates to screen and test their abilities and skills.
    • Select the most suitable and matching candidates.
    • Appoint those candidates to appropriate positions and roles which are defined by your staffing inventory.
  2. Planning.
    • Design a role requirements table that includes a list of project roles, skills, and number of staff required to fulfill roles.
    • Develop a staff loading chart that includes names of project personnel and their estimated effort measured in working hours.
    • Create a role assignment matrix that presents a detailed breakdown of actual staff assigned to project roles.
    • Make a staff training plan that explains what kind of training and in what quantity will be required for project personnel to reach required skill levels.
    • Create an organizational plan which is a visual representation of project relationships between roles and responsibilities planned for the project.
  3. Orientation & Development.
    • Develop an orientation programme that explains how to perform the process of orientating new staff members.
    • Make appointed candidates familiar with their roles and responsibilities through your orientation programme.
    • Appoint a person who will manage the orientation process and ensure that right people are assigned to right jobs.
    • Provide necessary training to new personnel, according to your staff training plan.
    • Consider giving personnel some important jobs as a test or examination in order for you to analyze their performance and ensure they are capable of performing their roles and duties.
    • Provide employees with extra benefits of in-depth knowledge of their functional areas.
  4. Remuneration & Evaluation.
    • Estimate remuneration per staff member (a kind of compensation provided monetarily to project employees for their work performance).
    • Be sure remuneration serves as the key monetary incentive for your employees to work on your project.
    • Develop a payroll sheet that includes salary rates based on employee remuneration.
    • Identify promotion opportunities (non-monetary incentive) within your project and explain your staff what benefits they gain if being engaged in your project.
    • Receive employee feedback to keep track of behaviors, attitudes and opinions of project personnel regarding their jobs.
    • Use feedback data to supervise different work units and teams involved in your project.
    • Evaluate staff performance to determine whether your project employees perform their jobs and roles as required.
    • Review staff workload to determine whether employees show the desired level of performance, as defined by your staff loading chart.
    • Create a staff shifting plan that explains how employees are ...

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