Resources and tools

Project Charter

A formal document that clearly defines the project and outlines the necessary details needed to reach its goals.

Guiding Questions to project goals:

• What do the various team members want to see from the project? Seek keywords in conversations such as goals, desires, outcomes, expectations, hopes, metrics and wants.
• Which of the goals from your list are most important to the senior stakeholders who sponsored the project? Make note of these goals.
• How will you know the project is done? Consider the ideal end result of the project and work backwards from there.

Guiding Questions to project deliverables:

• What physical or digital items will the project produce?
• Where in the conversation do the stakeholders discuss outcomes?
• What are some keywords in the conversation that tell you about project deliverables? Consider words like output, outcomes, delivery, tasks, and responsibility.

Guiding Questions to charter's appendix:

• Who are the stakeholders?
• When do project stakeholders disagree on a particular topic?
• Who is the "decision-maker"?
• How is the misalignment clarified?
• What is the final decision regarding the misalignment?

Project Management Tools

• Asana
• Basecamp
• Trello
• Jira
• Monday.com
• Microsoft Project or Project Libre
• Smartsheet