Develop

Create project charter

Purpose

Conduct the first project team meeting.

Create project resources

Create project and client in Toggl

Create project in Box

Create new project folder in Google

Create project channel in Slack

Set up participant master list 

The master list is a list of all project stakeholders project; pertinent information includes their first and last name, email, department, and job level. The more information provided, the more robust demographic analysis can be performed. At the very least, first and last names and emails are needed to communicate with stakeholders.

Conduct the first call with the liaison

1. Schedule a 30-minute call with the liaison.
2. The following should be discussed:
   1. Roles and Responsibilities 
   2. Request any outstanding project materials
      1. Confirm dates for engagements
      2. Participant master list
      3. Floorplan + seating chart
   3. Communication with Participants
3. Send a follow-up email listing everything discussed and action items for each party.