Process goalComplete checklists that capture basic information when starting a new project.
ContextWhen a project organisation starts a new project, the project team (or project manager) needs to capture a project overview that introduces the project and how it will work to other stakeholders. However, no-one ever seems to have time to write detailed documentation at the start of the project. You can use a checklist to capture a set of tasks that might otherwise get forgotten, without any particular structure or sequence to the process. A checklist’s main value comes from identifying tasks that you might otherwise forget. A project initiation checklist addresses questions about the project’s overview and the project plan. A Signavio Workflow Accelerator process can present simple forms that guide this initial data collection.
ActionsThis process represents a checklist with one user task for each piece of required project documentation. Each user task adds a level of detail by splitting these project initiation summaries into sections.
The project manager can complete these tasks in any order.
RolesProject manager - responsible for capturing the project summaries. In practice, the project manager may delegate these tasks to other team members, by assigning the user tasks.
FieldsThe Project overview task includes the following fields.
- Business context (Text)
- Vision (Text)
- Goals (Text, multiple values)
- Deliverables (Text, multiple values)
- Resources (Text, multiple values)
- Approach (Text)
- Start date (Date)
- Success factors (Text, multiple values)
- Risks (Text, multiple values)