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Tool5 Project Planner

The document introduces a project planner tool to help teams adequately plan customer experience projects by framing the opportunity, defining roles and timelines, setting the project plan with milestones and resource needs, and envisioning success. It provides a template to map out the project concept, stages, activities, resources, and approach to iteration over multiple weeks in a collaborative process. Teams are advised to make the planning process and project plan highly visible and open to input from partners and leadership.

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Abdullah Mutahar
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166 views2 pages

Tool5 Project Planner

The document introduces a project planner tool to help teams adequately plan customer experience projects by framing the opportunity, defining roles and timelines, setting the project plan with milestones and resource needs, and envisioning success. It provides a template to map out the project concept, stages, activities, resources, and approach to iteration over multiple weeks in a collaborative process. Teams are advised to make the planning process and project plan highly visible and open to input from partners and leadership.

Uploaded by

Abdullah Mutahar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Tool 5

Project Planner

Use this simple framing and planning tool to adequately, customer experience work is by
kick off your customer experience project by nature highly iterative and improvisational. PRO TIP – Make your planning process collaborative. Fill out the templates as
making considerations for the objectives of The best type of planning helps define the a team and revise over 1-3 weeks, seeking consultation from external partners
your intervention; the key customer experience key opportunity you’re targeting. It’s based on and cross-functional leadership. To stoke collaboration over time, make the
improvement hypothesis you’re testing; initial customer research and expectations for project plan large and visible – inviting others to join you in the journey.
resource, material, and budget requirements; measurable outcomes, but leaves flexibility for
and your timeline. While it’s important to plan testing and iteration along the way.

STEPS

1 2 3 4
FRAME THE OPPORTUNITY DEFINE TEAM ROLES SET YOUR PLAN ENVISION SUCCESS AND
SUGGESTED TIME As a team, discuss the project Get on the same page about Use the project planner template LEARNING
2-8 hours you’re embarking on. If it’s responsibilities and how they to plot activities and required Before you rush off to start your
exploratory, outline your fit each individuals’ strengths resources over time. Start by work, pause to reflect with your
ROLES opportunity and objectives. and goals. Explicitly defining defining the duration, then parse team. What does success look
2-4 collaborators If you’re using the plan to these details upfront minimizes it into key stages and milestones. like for this effort? What outcomes
test prototypes, define initial challenges later on. Next, map activities and resources would you be proud of and would
MATERIALS NEEDED hypotheses and/or variables in a way that recognizes their your organization find valuable?
template, pages 38-39 you’d like to test.  Want to learn more about team dependence on one another.  How do you plan to factor in
pens roles and norms? See Tool 7: iteration and learning along the
paper Team Roles + Descriptions (page way?
sticky notes 52).

References: Prioritization Tools Selected methods from The DIY Toolkit (Nesta),
Insights Into Action (CGAP), and TPP (Bill and Melinda Gates Foundation)

1 2
Tool 5
Project Planner (1/1)
PROJECT CONCEPT: OWNERS:

OPPORTUNITY What opportunity area(s) does PROJECT STAGE PLANNER ITERATION How can your concept be improved
your project explore? upon and iterated over time?

1. 2. 3. 4.

Activities

ROLES Who’s needed to make this a reality, Resources (internal / external) SUCCESS What would success look like for your
and what are their responsiblities? project?

3 4

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