What should a body leasing implementation checklist contain?

Key areas and checkpoints

A good implementation checklist should cover several key areas:

• Formal and legal aspects: This area deals with the finalization of the contract and related formalities. The checklist may include points such as signing a service agreement with the supplier, confirming financial terms and billing model, signing a non-disclosure agreement (NDA) by the supplier and/or contractor, verifying intellectual property (IP) records.
• Technical preparation: This area focuses on providing the contractor with the necessary tools and access. Checkpoints may include: preparing the workstation (if desktop/hybrid work), ordering and configuring computer hardware (laptop), creating user accounts in company systems (e.g. Active Directory, email), granting appropriate permissions and access to systems, applications, code repositories, project tools (e.g. Jira, Confluence), and providing access to the company network (e.g. VPN).
• Organizational and substantive preparation: This area deals with introducing the contractor to the company and project structures. The checklist may include: appointing a direct supervisor/mentor on the client side, preparing an onboarding plan, gathering the necessary project and technical documentation for handover, preparing a preliminary task plan for the first days/weeks, scheduling introductory meetings with the team and key stakeholders.
• Internal communication: This area refers to informing the team about the new person. Checkpoints include, for example: informing the team about the addition of the contractor, his/her role and responsibilities, preparing a brief introduction/presentation of the contractor to the team.

Benefits of using checklists

Using an implementation checklist brings tangible benefits. It provides a systematic approach and minimizes the risk of missing important steps. Speeds up and streamlines the onboarding process, allowing the contractor to start working effectively sooner. Improves communication and coordination between different departments involved in the implementation process (e.g. IT, HR, project team). Increases the professionalism of the company in the eyes of the newly acquired specialist.

Customizing the checklist

The checklist should be tailored to the specifics of the organization, its internal processes and the requirements of a particular project. It can be developed and refined based on experience from previous implementations. It can also be part of a company’s broader onboarding procedures.

Summary

The Body Leasing Implementation Checklist is a simple but very useful tool to support the process of preparing and welcoming an external IT specialist to an organization. It helps ensure that all the necessary formal, technical and organizational aspects are addressed, resulting in a smoother start of the cooperation and faster productivity for the contractor.