The start of a new project is a critical moment for the following reasons:

  • Knowledge transfer between the pre-sales team and the project team
  • Definition and understanding of customer expectations
  • Acquisition of customer methodologies or procedures
  • Team building

For these reasons, a proper and extensive communication is important.

Here some checklist to help to drive this phase

Checklist for COO

  • Define the team and communicate to members about the start of the project with the relative timeline.
  • Define who is the team leader and communicate this to him/her.
  • Assign an Architect to the project and provide him a link with the pre-sales architect for their alignment.
  • Create a group on office365 and set the team leader as the owner of the group.
  • Create the project channel on Teams.
  • Create the project on elapseit, setting budget, costs, and team.
  • Give admin access to the project on elapseit to the team leader.
  • Load on project SharePoint all pre-sales materials.
  • Organize an internal kick-off with the team with the following goals:
    • Provide the proper context about the customer, the project, high-level strategy.
    • Involve the customer Account and Sales ( if needed ) to explain the customer strategy.
    • Define and explain team roles.
    • Involve the CTO or the PreSales Architect to explain the technological landscape.
    • Define what are the customer needs, expectations and priorities.
  • Debrief with the team leader to be sure everything is clear and alignment is complete.
  • Organize the kick-off with the customer with the following goals:
    • Introduce the team and create a link with the team leader.
    • Clarify to the customer the team set-up with relative roles and accountabilities.
    • Be sure that the next step will be defined.
  • Support the team leader for the first two weeks to smooth communication and operations, providing context and strategy.

Checklist for Team Leader

  • Check that COO covered all the steps.
  • Define and share the development process, trying to fit our best practices with the customer's ones.
  • Ask for git repositories to GitLab Administrator.
  • Ask for cloud infrastructure to Internal IT (if needed) .
  • Be sure that architectural and technological landscapes are clear, otherwise ask for deep dive with the architect.
  • Verify that all members understood goals, priorities and the solution.
  • Define and share a first draft of the backlog to be sure that all members are aligned.
  • Establish a good level of communication with all the team members ( including 1-1 meetings ).
  • Establish a good level of communication with the customer.
  • Periodically (since the beginning) verify that customer needs, expectations and priorities are still the same explained by COO or Account.
  • Don't wait for the customer, be proactive.

Checklist for Architect

  • Deeply align with pre-sales Architect.
  • Be sure to have a clear context about the technological landscape of the customer, what is allowed and sustainable and what is not.
  • Draft a first HLD to better transfer knowledge to the team.
  • Establish a good level of communication with the team and with the customer ( don't act behind the team leader ).
  • Follow closely the team for the first weeks, to avoid pitfalls.
  • Understand immediately if there are technical shortcomings to address.

Checklist for Team Member

  • Help team leader as much as you can, in particular in the start-up phase.
  • Be sure that architectural and technological landscapes are clear, otherwise ask for deep dive with the architect.
  • If strategy, goals or other is not clear, don't hesitate to ask, alignment on purpose is making the difference.
  • Establish a good level of communication with the team and with the customer. We don't want a ghost team behind the team leader, let's show our synergy and organization.
  • Be proactive.
@AgileLab https://www.agilelab.it/

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Modified at: 2021-09-22 07:41:17

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