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On this page
  • Documents and Checklists
  • Conceptualisation documents:
  • Capacity Planning Documents:
  • Project Kick-Off and Planning:
  • Issue and User Mapping
  • Implementation/Building
  • Measurement
  • Project Close-Out
  • Where do we keep the documents?
  • Project Overview Document (P.O.D)
  • Tools

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  1. Project Management
  2. Project Initiation

Documentation and Checklists

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Last updated 3 years ago

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Documents and Checklists

Every project should have (most) the following documents. Some of the documents below will come after the initiation phase.

Find all templates .

Conceptualisation documents:

  • Concept Note ()

  • and/or Proposal ( / template)

Capacity Planning Documents:

  • MOU () / SLA (template) / Contract (template)

  • Draft Budget (template)

Project Kick-Off and Planning:

  • Budget (template)

  • Project Document () includes the following:

    • Project Overview Document (POD)

    • Roadmap

    • LogFrame

    • Stakeholder contact list

  • Slack Channel

  • Trello Board

  • Living Minutes (template)

Issue and User Mapping

  • User Journey Maps (template)

  • User Storyboards (template)

  • Content Survey (template)

  • Information Architecture (template)

  • User story/persona matrix (template)

Implementation/Building

  • Trello feature backlog (template)

  • Content Strategy Document (template)

  • Communication Strategy Document (template)

  • Media Schedule (template)

Measurement

  • KPIs and Dashboard (template)

  • User Testing (template)

  • Finance Reports (template)

  • Clockify Reports (template)

Project Close-Out

  • Maintenance Plan (template)

  • Stakeholder thank yous (template)

Where do we keep the documents?

Through the duration of this process, Google Drive is used to document everything. It’s common for the living minutes to get taken, most notably during project steering meetings. Project steering meetings give the organization opportunities to discuss what OpenUp needs to prioritize. This is all made possible through an Agile project management system, which allows time and schedules to shift once data is made available.

The last step is to partner with a committed domain expert- a process called stakeholder management. Typical partners are government citizen groups and NGOs- specialists on the issue at stake, with the ability to drive the project forward.

Project Overview Document (P.O.D)

  • Contains all the important project information

  • Gives the reader an overview of the project; who is involved, what it's trying to achieve and how it's trying to achieve it.

  • Important for senior management and new staff members who need to be on-boarded.

Tools

  • Google Suite

  • Trello

  • Slack

Persona definitions ()

Close-out report ()

A Project Overview Document (POD) ()

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