CHAPTER 3: DEFINE THE PLAN

Planning is the critical first step in the assessment process. Having a solid plan for the assessment sets the pace for the assessment, and has many benefits which will ensure a successful assessment and maximize the value of the findings. Some of the benefits of proper planning are listed below:

•   Clarity of objectives – the project assessment is being conducted based on a specific stakeholder request or set of goals and objectives. Therefore, it is important to document what these objectives are, and level-set the assessment approach based on meeting these objectives. For example, if the assessment is based on following corporation standards, then the focus may be on ensuring the right use of templates. Whereas ...

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