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How we work (org handbook)
  • Home
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  • Project Management
    • Project Initiation
      • Documentation and Checklists
      • Aligning with OpenUp's Mission and Vision
      • Getting Partners and Stakeholders on Board
      • Defining Project Parameters and Limitations (scope)
      • Product Management during the Project Initiation Phase
      • DRAFT COPY
    • Project Implementation
      • Project Planning
      • Agile, Scrum, and the Lean Startup Method
      • Stakeholder Management
      • Meetings
      • Communication
      • Team Management
      • Roles and responsibilities
    • Project Close-out
      • The Close-Out Report
      • Retrospective
      • Donor thanks
      • One page write-up
      • Blog article
      • Maintenance plan (if necessary)
    • Project overviews
      • Citizen Engagement App
      • Our Project List
      • Local Gov Programme
        • Business Portal
      • Tech Infrastructure
    • Project boards
  • How we work
    • Preferred tools
      • Tool sponsorships
    • Budgets & Finance
      • Taxes
        • VAT
        • PAYE and UIF
        • Workmen's compensation
        • Annual PAYE reconciliation
      • The Types of Budgets Used By OpenUp
      • When to Start Planning a Budget
      • Planning a Budget
      • How to Create a Budget
      • How to Spend a Budget
      • How to Adjust a Budget
      • Expense claims
      • Invoicing OpenUp
      • Capturing and approving invoices for payment
      • Allocating AWS costs to a project
      • Allocating Upwork transactions to projects
      • Software, Services and Hosting
      • Downloading Webflow invoices
    • Tool Development
      • Coding Roles
      • Tools For Coding
      • DESIGN
      • The Design Process: Step-By-Step
      • Tools Used In The Design Process
      • Quality Metrics: Design
      • Webflow export rules
      • CONTENT, WRITING, AND MEDIA
      • Creating Substance: The Role of Content in Tool Development
      • Creating Content: Step-By-Step
      • What Goes In Social Media
      • TRAINING & EVENTS
      • Event Planning
      • When, Where, and How to Hold a Training Session
      • Tools Used By Training and Events
      • User testing
      • Making government accessible
    • Outsourcing & Contracting
      • Why do we contract external workers?
      • Platforms We Use To Find Contractors
      • Contracting people for work
      • UpWork Contracting
    • Monitoring & Evaluation
    • Communications & Branding
      • Resizing images
      • Creating an email newsletter
      • Posting a blog
      • Sharing a blog post
      • Marketing Q &A
      • Official communications
      • Tracking app and campaign web traffic sources
    • Human Resources
      • Recruitment
      • Recruitment template: Project lead developer
      • DRAFT Recruitment template: Product owner
      • One-on-ones (1:1s)
    • Organisational Decision Records
      • ODR1: Organisational Decision Records
      • ODR2: Building dynamic web frontends using Webflow
    • Personal Information
    • Password management
  • Tech
    • Development guidelines
    • Preferred tech stack
    • Webflow project guide
      • How to build pages in Webflow so that content can be added using Javascript
    • Setting up a new server
    • Hosting on dokku
    • CDN in front of S3
    • Setting up a new Domain
    • CKAN
  • Product management
    • Our product design process
  • Codebridge
    • Codebridge - the space
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  1. Project Management

Project Initiation

PreviousCode of ConductNextDocumentation and Checklists

Last updated 4 years ago

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How to start a Project at OpenUp (basic steps)

  1. The project must align with OpenUp's vision and mission ()

  2. Get partners and/or stakeholders onboard; clarifying the respective roles and levels of commitment ()

  3. Write a concept note or proposal. This must be approved by Senior Management and the client/partner/stakeholder ()

  4. Create a draft budget. This must be approved by Senior Management and the client/partner/stakeholder ()

  5. Create all the necessary documentation (and other admin) to start a project ()

  6. Manage the project or product during the Project Initiation phase ()

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