Starting the Planning Phase

The planning phase can vary from project to project, but generally three key issues are identified at this stage:

• [ ] Timeline
• [ ] Budget
• [ ] Risk Management Plan

Time Tracker

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Project Kick-off Meeting

The project kickoff meeting is the first meeting of the project team. It is aimed to ensure that everyone gains a common vision and understanding of the objectives and scope of the project and that everyone's individual role in the team is understood.

• [ ] Short Dating Episode (10 Minutes)
• [ ] Introducing the Background of the Project (5 Minutes)
• [ ] Sharing the goals and scope, ie the boundaries of the project (5 Minutes)
• [ ] Discussing collaboration, i.e. how the team will work together on the project (10 Minutes)
• [ ] Talking about the steps to take (10 Minutes)
• [ ] Clarifying the team's expectations for future phases (10 Minutes)
• [ ] Allocate about 15 minutes to the group's questions

Tasks and Interim Goals

• A project task is an activity that must be completed within a specified time and is assigned to one or more people to complete. The work to be done within the scope of the project is divided into many different project tasks.
• A project interim target is a milestone, a key point on the project timeline that often indicates the completion of a major delivery. Interim goals are important checkpoints in your project, and following them ensures that your project progresses towards meeting its goals within the timelines.

Work Breakdown Structure (WBS)

A Work Breakdown Structure is a tool that puts a project's intermediate goals and tasks in a hierarchy in the order in which they should be completed.

<aside> 🌐 How to Create a Work Breakdown Structure and Why You Should

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USEFUL RESOURCES for Planning Phase, WBS