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THE

TENACIOUS FOUNDER

  • Component

2.X.1.12 Planning Phase

Component Strategy

What

Lock in scope, timeline, resources, and risk plans. Build your baseline.

Why

Purpose

Establish the roadmap for execution: what will be done, when, by whom, with what resources, and how risks and changes will be managed. This phase creates the foundation for success.

Planning Phase Checklist

TaskDescriptionOwnerStatus
Finalize Scope StatementDefine what’s in/out + deliverablesPM⬜
Create Work Breakdown Structure (WBS)Break work into manageable tasksPM + Team Leads⬜
Build Project ScheduleTimeline with tasks, dependencies, milestonesPM⬜
Create Budget PlanForecast labor, tools, materials, contingencyFinance / PM⬜
Develop Quality Management PlanDefine “done right,” test plans, criteriaQA / PM⬜
Identify & Assign ResourcesPeople, tools, availabilityPM / HR⬜
Build Communication PlanWho gets what info, when, howPM⬜
Finalize Risk Management PlanIdentify, assess, and mitigate risksPM⬜
Create Procurement PlanIdentify external purchases/vendorsOps / PM⬜
Finalize Stakeholder Engagement PlanAlign expectations, feedback loopsPM⬜
Baselines ApprovedLock Scope, Schedule, Budget for trackingSponsor⬜
Kickoff ScheduledOfficial transition to Execution PhasePM⬜

Baseline Summary Table

BaselineDescriptionApproved?Notes
ScopeDeliverables + constraints⬜Needs stakeholder review
ScheduleMilestones + dependencies⬜Drafted in Gantt format
BudgetEstimated cost breakdown⬜Waiting on procurement inputs

icon of screwdriver and wrench in x formatSupporting Tools / Templates

ToolUseOwnerStatus
Notion DashboardCentralized planning docsPM✅ Live
ClickUp or Gantt ToolTimeline viewPM⚙️ In progress
RACI MatrixRole assignmentsPM✅ Drafted