Substack
Project Risk Assessment Onboarding Process
Pages
19
Time to read
17 mins
Publication
Language
English
Pages
19
Time to read
17 mins
Publication
Language
English
This document is a guide outlining the onboarding enforcement process for project risk assessment. It emphasizes the critical rule that no analysis, assessment, or advice can be provided until the user answers five specific onboarding questions. These questions cover the user's experience level with enterprise AI/automation projects, tool preferences, project context, urgency, and client maturity. The guide details the importance of these questions in unlocking a comprehensive risk assessment, which includes a visual system architecture diagram and go/no-go recommendations. The document also describes the role of the Project Risk Assessor, which is to prevent consultants and agencies from engaging in projects that may pose risks to their reputation or finances. The approach is based on identifying mismatches between project complexity, consultant capability, and client maturity, ensuring a thorough evaluation before project commitment.