AI workflows for project planning and scoping.

Agreeing what a project will deliver, estimating it with its assumptions, and mapping the dependencies and decision-makers.

Who does this work

  • Project manager
  • Estimator
  • Solutions consultant

2 workflow templates ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Map stakeholders and decision rights
  2. Prepare the project scope baseline
  3. Estimate delivery with its assumptionsIllustrative
  4. Review the dependencies the plan relies onIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Map stakeholders and decision rightsA map of everyone a project affects, the accountable owner for each key decision, missing decision makers and the communication plan.Workflow templatePrepare the project scope baselineA draft scope baseline of deliverables, exclusions, acceptance criteria, constraints and open questions for the sponsor.Workflow template
Estimate delivery with its assumptionsA work breakdown with estimate ranges, dependencies and the assumptions that could move the date.Illustrative · not built yet
Review the dependencies the plan relies onA dependency register of the inputs and commitments the plan relies on, with owners, committed dates, knock-on effects and escalation deadlines.Illustrative · not built yet

Workflow templates

Project scope baselineA project manager turns an approved brief into a draft scope baseline: the deliverables, what is excluded, the acceptance criteria for each deliverable, the constraints and the open questions for the sponsor. Nothing implied counts as scope until the sponsor says so.Workflow templateStakeholder and decision rights mapBefore kickoff, the project manager holds one map of everyone the project touches: each group placed by influence and interest, every key decision with exactly one accountable owner, the decision makers still missing, and who hears what, when and from whom. The sponsor confirms every decision right.Workflow template

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Where to go next

All of project and program managementThe broader area this belongs to, with its workflows.All of project and deliveryEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

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