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Contracting and onboarding

Client Onboarding Guide

People, evidence, access and controls required to start responsibly.

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How to use this resource

The project starts when the agreed people, evidence, access and decisions are ready - not merely when the calendar says kickoff.

Important: Only authorized systems and data may be accessed. Use secure channels and written project instructions.

People and decision rights

6 guided items

Workflow and evidence

5 guided items

Systems and data

5 guided items

Governance and communication

5 guided items