Pre-Planning: A Chance for Organizational Alignment

Some people ask us, "If I do pre-planning, does that mean I don't have to do planning during a project?" I want to emphasize that is not the case at all – planning throughout the project is equally as important as pre-planning. This is true even during implementations where there will be a time for planning during each individual phase. You can’t prevent things from happening over the course of a project, but you can prepare for it by allotting space on your timeline from the beginning. We consider planning to be more of a focus activity because you’re setting up a work structure and a schedule.

The difference with pre-planning is that it’s all about getting the information you need to define what a project is going to be before you get started. It's something that can be done on a separate timeline, meaning you don't have to do pre-planning and then immediately start a project. Instead. you can take some time and work through some of those homework items that pre-planning identifies.

It’s also about getting everyone on the same page of what the organization wants to achieve with this project. What will the project phasing be at each phase, and what is going to be live in CloudSuite? What are the resources needed to accomplish the objectives for each phase? At a high-level, that's all information that you really need before you get started with project, ideally before you pick a partner.

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