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Gusto's GusTools Playbook
  • Pages
    • The Real Real of Scaling Speed and Quality
    • icon picker
      Scope a New Project
      • Project Assessment
    • Build a Plan
      • Project Plan
        • Summary
        • Deliverables & Requirements
        • Appendix
      • Business Requirements
      • Project Management Tracker
        • Charter
        • Tracker
        • Comms Plan
        • Issue & Action Log
        • Go-Live
    • Execute
      • Status Sync Updates
        • Add Weekly Updates
        • Weekly Updates Email
        • Admin
      • Team Meeting Notes
        • Core Team Meeting Template
        • Update to Key Stakeholders Template
      • Memo/Recommendation
    • Wrap it up
      • Post-Mortem Write-up
    • Your Projects
Gusto's GusTools Playbook
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Scope a New Project
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Before diving in, the first step (and sometimes the hardest) is to simply identify the problem you’re trying to solve. To do this, we suggest conducting an Initial Assessment of the Problem or Opportunity (
Project Assessment
⁠
) to scope your potential project. This part includes researching available information, reviewing lessons learned from previous/related initiatives, talking to relevant stakeholders, and identifying high-level risks and constraints.
The goal is to understand what success looks like and how important it is relative to other team/company priorities.
Make a copy of just the Project Assessment
here
⁠
.
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