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Develop

Create project charter

Purpose


Conduct the first project team meeting
meeting.

Create project resources: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

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