Develop
1. Prepare project alignment data
Transcribe the meeting data into a Sheet or Mural (as needed).
2. Analyze + synthesize project alignment data
Group data for the overarching categories:
A revised/updated fuzzy situation statement
Top 3-5 project expectations
Top 5-8 indicators of success at the end of the project
Top 8-10 questions you will answer during the project
Any questions leadership asked that are out of scope
3. Write Project Basics content
Follow the template to create a draft of the Project Basics document
Have the project lead review and approve the content
Make any needed revisions before making the final document
4. Make Project Basics document
Transfer the content into the Project Basics Indesign template
Send the document to the project lead and one other DORIS team member for copyediting and review.
Tell the project lead when all edits have been incorporated and the document is complete.