| A | B | C | D | E | |
|---|---|---|---|---|---|
1 | 0. OVERVIEW | ||||
2 | PROJECT PHASE | ELEMENTS | OWNER(S) | LOCATION | |
3 | 1 | Setup & Admin Secure necessary approvals and setup all systems and logistics for the project | Project code created | Staffing Manager | 10K |
4 | Lock budget | Project Principal, Lead and Manager | |||
5 | Project folders (Dropbox and Drive) set up with naming convention | Project Manager | Dropbox - 06 Projects Google Drive | ||
6 | Project code entered for expenses | Finance | Nexonia | ||
7 | If required, partner / client deck template | Project Manager | From client, saved on Dropbox | ||
8 | 2 | Internal Kickoff Convene the full project team for briefing and alignment on the project, roles, and work plan | Project Background Briefing: Partner / Client (org overall and contacts) Issue Project Scope Budget & Work Plan | Full Team, led by Project Principal and Project Manager | Internal Kickoff Meeting |
9 | Team Composition: Roles, Allocation, Expertise, PD Goals Norms/Styles Meeting Schedule Flag any planned PTO Special Internal Goals: IP, BD, Issue Areas, Racial Equity | Full Team, led by Project Principal and Project Manager | Internal Kickoff Meeting | ||
10 | Project Goals/Client Success: Identify purpose and opportunities connected to the work (for later reference in client kickoff deck) | Full Team, led by Project Principal and Project Manager | Internal Kickoff Meeting | ||
11 | 3 | External Kickoff Convene the client and full Purpose team to formally kick off the project, re-align on key aspects of the SOW, and align on how Purpose and the client will work together moving forward | Team Introduction: Who and roles, areas of expertise as applicable | Deck led by Project Manager with work/input/meeting attendance from relevant team lead(s) providing key input (e.g. project principal, strategy lead, campaigns lead etc.) | Client Kickoff meeting Client Kickoff deck on Dropbox |
12 | Define project success: From internal kickoff, align on what project success looks like as a group. Purpose brings our perspective and solicits client's input and feedback | Deck led by Project Manager with work/input/meeting attendance from relevant team lead(s) providing key input (e.g. project principal, strategy lead, campaigns lead etc.) | Client Kickoff meeting Client Kickoff deck on Dropbox | ||
13 | Workplan: Timeline and key deliverables, and likely more detailed workplan on first workstream | Deck led by Project Manager with work/input/meeting attendance from relevant team lead(s) providing key input (e.g. project principal, strategy lead, campaigns lead etc.) | Client Kickoff meeting Client Kickoff deck on Dropbox | ||
14 | Logistics: Align on check-in cadence, key decision-makers, review/presenting preferences (depending on the client, may be done separately) | Deck led by Project Manager with work/input/meeting attendance from relevant team lead(s) providing key input (e.g. project principal, strategy lead, campaigns lead etc.) | Client Kickoff meeting Client Kickoff deck on Dropbox | ||
15 | Initial project conversation: If appropriate, use the opportunity to begin work on key initial project questions with key client stakeholders (can range from aligning on key stakeholders for interviews to going into deeper questions about their mission and goals) | Deck led by Project Manager with work/input/meeting attendance from relevant team lead(s) providing key input (e.g. project principal, strategy lead, campaigns lead etc.) | Client Kickoff meeting Client Kickoff deck on Dropbox | ||
16 | Key next steps | Deck led by Project Manager with work/input/meeting attendance from relevant team lead(s) providing key input (e.g. project principal, strategy lead, campaigns lead etc.) | Client Kickoff meeting Client Kickoff deck on Dropbox | ||
17 | 4 | Mid-project check-in | Review how finances are evolving, how the team is doing, map out renewal possibilities | Project Principal, Lead and Manager | |
18 | 5 | Project close Formally close out project, including filing of necessary deliverables, end-of-project debriefs, and creation of BD materials | Written client confirmation of final deliverables accepted | Project Lead and/or project manager | |
19 | Archive final deliverables in project Dropbox folder | Project Manager | |||
20 | Internal team debrief/feedback | Project Manager and Project Lead | |||
21 | Client debrief/feedback survey and interview + request permission to use project for promotion (reference; and case study, blog post, and/or list on website) | Agency MD | |||
22 | Follow-up client conversation on potential renewal | Project Principal/Lead | |||
23 | Client gift | Project Manager | |||
24 | Post-project Leadership Team debrief | Project Principal, Lead and Manager | |||
25 | Case study | Project team member | |||
26 | Project report-back at staff meeting/pod-builder | Project team | |||
27 | Archive new/additions to our IP | Project team member | |||
28 | Blog post | Project team member |