Vision #

In bullet form, give a few points on what you’d like accomplished. The following list will help prompt you. Don’t have to answer all of these, this is just to inspire your thinking. This is the most important part.

• What do you want done?
• What’s your vision for completion?
• Why are we doing this? (especially important for Fact Finders)
• When are we starting this task / project?
• What are the milestones along the way?
• What’s the ultimate, final, drop-dead deadline?
• Consider telling a story — what are the stakes if this goes well? poorly?

IMPORTANT: can you show a sample of success? A screencast, screenshot, picture, video, sound clip, link to website… something?

Resources #

List all the resources you think will be needed. Consider the following:

• Access — online — website passwords
• Access — physical — keys to a building or room, login info for a computer
• Money needed, access to credit cards, PayPal accounts
• Expertise — “how to” courses, blog posts, training sessions
• Expertise — consultants available to hire
• Manpower — team members, outside contractors
• Software
• Systems / Checklists
• Decision-Making Guidelines
• Approvals and/or Authority
• Hours allocated to complete
• Equipment / Hardware
• Storage — online or physical
• Itineraries of people or events
• Language / translators

Definition of Done #

What is the Acceptance Criteria for this project? What do you, the Delegator, need to see to “sign off’ on this project? To say, “Wow, this is successful!”. Consider the following:

• Specifications of finished project; e.g.) image exported to JPG, 300 x 300 pixels
• Sign-offs required from management or client
• Storage of files after completion; e.g.) store both working file and exported files to Dropbox folder: Clients > ABC Corp > Graphic Design > Banner Ads
• Double-check against related contracts
• Quality-Assurance Checklists created / completed / checked
• Important Dates highlighted
• Schedule created