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01 / Checklist
Contract mobilisation checklist
Mobilisation goes wrong in the same places every time: people, data and access. This checklist sets out what should be complete before the first day of service, in the order it is usually needed.
People
- Staff transfer consultation opened and timetable agreed
- Screening files reviewed and gaps listed with owners
- Site inductions booked for every person due to attend
- Named single point of contact confirmed in writing
- Escalation route and out-of-hours arrangements agreed
Data and assets
- Asset verification survey scheduled
- Plant tagged, photographed and given a frequency
- Statutory tasks mapped against the relevant reference
- Existing open works and defects transferred with dates
- Historic records requested from the outgoing provider
Access and systems
- Permit, escort and induction requirements documented
- Keys, fobs and access credentials issued and logged
- Helpdesk configured with site, priority and contact data
- Reporting pack format agreed with the client
- Parallel running period and cut-over date confirmed
This checklist is published as practical guidance. It is not a contractual document, and the arrangements for your own site are confirmed following a site review.