Reviewing the Vision and Scope Documents

Before beginning the governance plan, the vision and scope of work documents should be dusted off. If they don’t exist, these elements need to be defined. Even for the smallest implementation, documenting the vision and the scope of work are critical factors for success, even if each is made up of a few bullets on a Post-It. The vision document should provide high-level goals and objectives for the project, whereas the scope of work document should describe the tasks to take place, timeline, roles and responsibilities, communications plan, training, and support. These two documents provide the foundation for the governance plan.

Note

An important variable in the process of creating the governance plan ...

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