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Maintainers -ImageDr. Hazem Abdel-Khalek

Project Management Checklist

This is a controlled document

In line with Open Energy Transition regulatory obligations, changes to Controlled documents must be approved and merged by a code maintainer. All contributions are welcome and encouraged.

Project secured, what now?​

As a project director, you must:

Project management:​

  • Create a discord thread numbered correctly.
  • Create a google drive folder numbered correctly.
  • Add proposal, contract.. similar document in the folder.
  • Update the project status on hubspot. (If no access, reach out to Head of Market Dev.)
  • Create a project on OpenProject

Staffing & timetracking:​

  • Create a tab in the project planning sheet.
  • Initiate staffing process through the relevant HoD. (if not done already).
  • Contact Finance dept. to confirm the feasibility of the staffing plan.
  • Add project to dropdown in the timetracking sheet.

Communication​

  • Project director must be added to the project directors google group.
  • Make sure you're invited to the monthly project sync meeting.
  • Announce the project start in the following formal all hands meeting.

Security​

  • Conduct the risk assessment and fill in the template document.

Project finished, what now?​

As a project director, you must:

Project Management.​

  • All reports, presentations, meeting minutes, etc correctly placed in the google drive.
  • Repository clearly documented and tested for reproducibility (if applicable).
  • General rule: document everything to the point that make you able pick up where you left off even after a year.
  • Hide project tab in the project planning sheet.

Communication​

  • Make sure to discuss follow up ideas in the last client meeting.
  • Hold a project retrospective meeting according to the template.
  • Share the main findings in the monthly project sync meeting.
  • Send out the client satisfaction survey.