• Determine organization sponsor's appraisal needs and goals

• Identify appraisal model scope: Development domain, Services domain, or both?

• Identify organization scope: which specific parts of the organization are going to be appraised?
• Identify which type of appraisal: benchmark, evaluation or gap analysis?

• Identify site coordinator*

• Agree on appraisal outputs

* The site coordinator, a critical position, ensures sponsor involvement, identifies and supports appraisal participants and appraisal team members, secures facilities, equipment and supplies, and provides adequate documentary evidence.