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Develop

Create project charter

The project charter is a document delineating the project's scope, stakeholders, roles, and detailed information about each engagement. It's the go-to guide for all project questions, serving as the primary location where team members can look for answers to their questions.

(Where)

The project charter is saved to the project's folder in Google Drive.

(Who)

The Operations Manager creates the project charter, and all team members are responsible for saving information to it throughout the project.

(When) 

The project charter can be created as soon as the Sales-to-Project Handoff Meeting is completed.  The project charter is a Google Doc saved in the top-level of the project's Drive folder.

Set up project management tool

Assign roles + deadlines

Conduct the first project team meeting.

(What + Why) This meeting is the opportunity for any team members who did not attend the Sales-to-Project Handoff to receive a briefing on the project and their roles. 

(Where)

N/A

(Who)

The Operations Manager schedules the meeting and conducts it alongside the Project Lead.

(When)

The first project team meeting can be conducted as soon as the project charter is created. 

Create project resources

There are technology resources needed to support all DORIS projects, from time tracking to file management. 

    The Operations Manager is responsible for creating project resources.

    Project resources can be created as soon as the Sales-to-Project Handoff Meeting is completed. 

    Create project and client in Toggl

    All project hours must be entered in Toggl, an online time-tracking tool. 

    • Click the Projects tab on the menu bar located on the left side

    • Click on the “+ New Project” button in the top right corner.
    • Name the project according to the Sales-to-Project Handoff
    • Select the client 
    • Set the time estimate based on <>
    • Ensure the project is not set to private
    • Click Apply when done

    Create project folder 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 informationand includes their first and last name,names, email, department, and job level. The more information provided, the more robust demographic analysis can be performed.

    At
      The Operations Manager is responsible for creating the verymaster least,list firstfrom andinformation lastprovided namesby andthe emailsclient. areThe neededparticipant master list can be created as soon as the information is received. The participant master list is saved as a Google Sheet in the top level of the project's Drive folder.

      Conduct the first call with the liaison

        The

        Schedulefirst meetings with a 30-minuteclient callliaison are critical. Throughout the project, DORIS works closely with the liaison to make sure both participants and the DORIS team have the information and resources they need. The liaison is also crucial in recruiting employee stakeholders to participate. Their understanding and buy-in on the project can greatly affect participation rates. 
          The Operations Manager is responsible for meeting with the client liaison. The followingliaison shouldmeeting can be discussed:scheduled
            as Rolessoon and Responsibilities  Request any outstanding project materials
              Confirm dates for engagements Participant master list Floorplan + seating chart Communication with Participants Sendas a follow-upliaison emailis listingidentified. everything discussed and action items for each party.