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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

  1. Follow the template to create a draft of the Project Basics document
  2. Have the project lead review and approve the content
  3. Make any needed revisions before making the final document