Staff Augmentation Intake Checklist

Nifty Inc practical resource

Use this checklist before requesting delivery resources for a project or program workstream.

1) Role definition

Role title, responsibilities, and expected outcomes.
Required skills split into must-have and nice-to-have.
Tooling and platform experience requirements.
Seniority level and expected level of autonomy.

2) Engagement context

Project objective and delivery timeline.
Team structure and reporting line for the role.
Working model, schedule expectations, and collaboration norms.
Contract duration and extension assumptions.

3) Onboarding readiness

Environment access process and expected lead time.
Required credentials, policies, and compliance steps.
Handoff documentation availability.

4) Delivery governance

Performance and status reporting cadence.
Escalation path for blockers and delivery risk.
Stakeholders for approval and acceptance decisions.

5) Transition and continuity

Knowledge transfer expectations.
Backup and coverage plan for critical roles.
Exit criteria and handover documentation requirements.