This task involves identifying the individuals who will be part of the project team. The project team members play a crucial role in the success of the project as they will be responsible for carrying out various tasks and activities. The team should consist of individuals with different skill sets and expertise to ensure that all aspects of the project are covered. The desired result is to have a well-rounded and capable project team that can effectively work together to achieve the project objectives. To complete this task, you will need to gather information about potential team members, their roles and responsibilities, and their availability. You can use the 'members' field type to select the team members from a list of options.
Draft project scope and objectives
This task involves creating a document that outlines the scope and objectives of the project. The project scope defines what will and will not be included in the project, while the objectives identify the desired outcome or result of the project. The scope and objectives document serves as a roadmap for the project and helps ensure that all team members are aligned on the project goals. To complete this task, you will need to gather input from key stakeholders and clearly define the project scope and objectives. You can use the 'longText' field type to capture the project scope and objectives in detail.
Prepare project plan with timescales
This task involves creating a project plan that outlines the tasks, activities, and milestones of the project along with their corresponding timeframes. The project plan serves as a roadmap for the project team and helps ensure that everyone is aware of what needs to be done and when. It also allows for better planning and coordination of resources. The desired result is a comprehensive project plan that provides a clear timeline for the project. To complete this task, you will need to gather input from key stakeholders and break down the project into smaller tasks and activities. You can use the 'shortText' field type to capture the individual tasks and the 'date' field type to specify the corresponding deadlines.
Complete resource planning
This task involves identifying and allocating the necessary resources for the project. Resources can include personnel, equipment, materials, and budget. Resource planning helps ensure that the project has the necessary means to be completed successfully. The desired result is a well-defined plan that specifies the resources required for each task or activity. To complete this task, you will need to assess the project requirements and determine the resources needed. You can use different field types depending on the type of resources, such as 'shortText' or 'members' for personnel, 'dropdown' for equipment or materials, and 'numbers' for budget allocation.
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Computer
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Printer
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Software
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Construction materials
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Laboratory equipment
Develop detailed project schedule
This task involves creating a detailed project schedule that breaks down the tasks and activities into smaller components and specifies their start and end dates. The project schedule helps to track progress, identify dependencies, and ensure timely completion of the project. The desired result is a comprehensive schedule that provides a clear roadmap for the project team. To complete this task, you will need to review the project plan and assign specific dates to each task or activity. You can use the 'shortText' field type to capture the individual tasks and the 'date' field type to specify their start and end dates.
Assign responsibilities
This task involves assigning responsibilities for each task or activity to ensure accountability and effective project execution. The assigned responsibilities should be based on the skills and capabilities of the project team members. The desired result is a clear assignment of tasks to the responsible team members. To complete this task, you will need to review the project plan and the resource allocation and assign specific tasks to the appropriate team members. You can use the 'shortText' field type to capture the individual tasks and the 'members' field type to specify the responsible team members.
Approval: Project Manager
Will be submitted for approval:
Draft project scope and objectives
Will be submitted
Prepare project plan with timescales
Will be submitted
Complete resource planning
Will be submitted
Develop detailed project schedule
Will be submitted
Assign responsibilities
Will be submitted
Conduct risk assessment
This task involves identifying and assessing potential risks or challenges that may impact the success of the project. Risk assessment helps in developing mitigation strategies and contingency plans to minimize the impact of risks. The desired result is a comprehensive risk assessment that identifies and evaluates potential risks. To complete this task, you will need to review the project plan and conduct a thorough analysis of potential risks. You can use the 'longText' field type to capture the identified risks and their potential impacts.
Create communication plan
This task involves developing a communication plan that outlines the communication channels, frequency, and stakeholders involved in the project. A communication plan helps ensure effective communication within the project team and with external stakeholders. The desired result is a well-defined communication plan that facilitates timely and efficient exchange of information. To complete this task, you will need to identify the key communication channels, determine the frequency of communication, and list the stakeholders involved. You can use the 'shortText' field type to capture the communication channels, the 'dropdown' field type to specify the frequency, and the 'members' field type to select the stakeholders.
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Daily
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Weekly
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Monthly
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As needed
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Not applicable
Identify stakeholders
This task involves identifying the individuals or groups who have an interest or influence in the project. Identifying stakeholders helps in understanding their needs and expectations, and involves them in the project to ensure its success. The desired result is a comprehensive list of stakeholders along with their roles and levels of involvement. To complete this task, you will need to assess the project and identify the key individuals or groups who may be affected by or have an impact on the project. You can use the 'shortText' field type to capture the stakeholder names and the 'dropdown' field type to specify their roles or levels of involvement.
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Project sponsor
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Client
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Team member
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Supplier
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External consultant
Conduct project kickoff meeting
This task involves organizing and conducting a project kickoff meeting to officially start the project. The project kickoff meeting brings together the project team and key stakeholders to discuss the project objectives, roles and responsibilities, and establish a common understanding of the project. The desired result is a successful project kickoff meeting that sets the foundation for the project. To complete this task, you will need to schedule the meeting, prepare an agenda, and invite the project team and stakeholders. You can use the 'shortText' field type to capture the meeting details and the 'members' field type to select the attendees.
Approval: Stakeholder
Will be submitted for approval:
Conduct project kickoff meeting
Will be submitted
Decide on project management tools
This task involves deciding on the project management tools and software that will be used to plan, track, and manage the project. Project management tools help streamline project activities, improve collaboration, and ensure efficient project execution. The desired result is the selection of appropriate project management tools that align with the project requirements. To complete this task, you will need to research and evaluate different project management tools, consider their features and compatibility with the project, and make an informed decision. You can use the 'dropdown' field type to list the available project management tools and the 'shortText' field type to capture any additional requirements or considerations.
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Asana
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Trello
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Jira
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Microsoft Project
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Basecamp
Setup project in project management tool
This task involves setting up the project in the selected project management tool. Setting up the project includes creating the project workspace, adding team members, defining project tasks and milestones, and configuring other relevant settings. The desired result is a fully functional project setup in the project management tool. To complete this task, you will need to access the selected project management tool, follow the provided instructions or guidelines to create the project, and configure the necessary settings. You can use the 'shortText' field type to capture any specific instructions or requirements for the project setup.
Review project documents
This task involves reviewing the project documents to ensure they are complete, accurate, and aligned with the project requirements. Project documents provide important information and serve as a reference throughout the project lifecycle. The desired result is a thorough review of project documents and any necessary updates or revisions. To complete this task, you will need to access the project documents, review them carefully, and make any necessary changes or updates. You can use the 'fileUpload' field type to allow the attachment of project documents for review.
Approval: Project Documents
Will be submitted for approval:
Identify the project team
Will be submitted
Draft project scope and objectives
Will be submitted
Prepare project plan with timescales
Will be submitted
Complete resource planning
Will be submitted
Develop detailed project schedule
Will be submitted
Assign responsibilities
Will be submitted
Conduct risk assessment
Will be submitted
Create communication plan
Will be submitted
Identify stakeholders
Will be submitted
Conduct project kickoff meeting
Will be submitted
Decide on project management tools
Will be submitted
Setup project in project management tool
Will be submitted
Review project documents
Will be submitted
Define project success criteria
This task involves defining the criteria or metrics that will be used to measure the success of the project. Project success criteria define the expected outcomes or deliverables and provide a basis for assessing the project's performance. The desired result is a clear and well-defined set of project success criteria. To complete this task, you will need to review the project objectives and requirements, identify the key deliverables or outcomes, and specify the criteria for measuring success. You can use the 'shortText' field type to capture the project success criteria.
Setup project dashboard
This task involves setting up a project dashboard or reporting system to track and monitor the progress of the project. A project dashboard provides a visual representation of key project metrics and indicators, enabling stakeholders to quickly assess the project's status. The desired result is a functional project dashboard that displays relevant project data and metrics. To complete this task, you will need to select a suitable platform or tool for creating the project dashboard, customize it according to the project requirements, and populate it with the necessary data. You can use the 'website' field type to specify the platform or tool used for the project dashboard setup.
Prepare project budget
This task involves preparing a budget for the project, detailing the estimated costs for resources, materials, equipment, and other expenses. The project budget helps in managing costs and ensuring that the project remains within the allocated budget. The desired result is a comprehensive project budget that covers all the necessary expenses. To complete this task, you will need to gather cost estimates for each component of the project, such as personnel, materials, equipment, and other expenses. You can use the 'numbers' field type to capture the cost estimates.
Approval: Budget
Will be submitted for approval:
Prepare project budget
Will be submitted
Define quality standards
This task involves defining the quality standards or criteria that will be used to assess the quality of the project deliverables or outcomes. Quality standards help ensure that the project meets the desired quality levels and satisfies the requirements. The desired result is a clear and well-defined set of quality standards. To complete this task, you will need to review the project objectives and requirements, identify the key quality criteria, and specify the standards or benchmarks for assessing quality. You can use the 'dropdown' field type to list the quality criteria options.
