6. Project prep: Put all your ducks in a row

The step before planning begins to get everything in order. Once the pitch is accepted, it’s tempting to jump into planning and research. But taking extra time to align team members pays off. Plus, it sets everything and everybody up so the planning stage is effective.

In this chapter, we’ll discuss

• Why prep is necessary

• Getting started: Creating a team and initiating a project

• Kicking it off: Connecting with the client

• Preparing the management plan: Gathering details


This is when the project manager drafts the plan for how the project will get done, from who’s working on it to what’s being ...

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