Gusto's GusTools Playbook
After greenlighting the idea (we use a decision-making framework similar to ), it’s time to crystallize the project scope and resources. You should be able to answer the question “How difficult will this be to pull off and how long will it take?”
We use this to summarize the project requirements, key outcomes, constraints/risks, and high-level plan. This is a critical step in streamlining your efforts and making sure the right people are involved from the get-go. We’ve found this is helpful when you need to unblock resource constraints and align expectations with key partners on their role and deliverables.
Lastly, set up the based on your agreed upon deliverables, milestones, scope, and resources. Consider what audits, checkpoints, and controls you will have in place throughout the project to ensure that you’re aiming higher.
Make a copy of just the Project Plan doc
Make a copy of just the Business Requirements doc
Make a copy of just the Project Management Tracker doc
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