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  1. Product Roadmap Tool
  2. Process
  3. Plan project work
Process · Plan project work

Plan project work

A Delivery Lead first names the project owner, organization, dates and budget. The Project Manager then breaks the commitment into packages and tasks. This sequence gives a release effort a schedule and specific owners before delivery begins.

Step by step

  1. Define project Delivery Lead

    The Delivery Lead records the project and chooses Planned while dates and scope are being agreed.

    • Connects the engagement to an organization and owner
    • Updates Projects, Organizations, Team members
  2. Plan work packages Project Manager

    The Project Manager gives each package a name, owner, estimate and working dates.

    • Groups scope and estimates beneath the project
    • Updates Work packages, Projects
  3. Assign tasks Project Manager

    The Project Manager places tasks under packages, sets priorities and estimates, and identifies assignees.

    • Names the person and expected hours for each piece of work
    • Updates Tasks, Work packages, Team members
  4. Track delivery Team Member

    Team Members start work only when they have the task and due date they need.

    • Moves work from Backlog into in progress
    • Updates Tasks, Projects
Delivery Lead
Owns the project commitment; Project Manager plans the packages and assignments; Team Member accepts and updates the task.

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