We set up new projects all the time. These are the steps we always take.

All Projects

• [ ] Project should be entered in the Project Database with a unique project code
• [ ] Project should be set up in Asana w/ project code
  • [ ] Color should correspond with the PM
  • [ ] PM should be set as project owner
  • [ ] Brief overview should be entered
  • [ ] Link to the Project Plan
  • [ ] There should be sections that divide up the tasks in some useful manner, such as phases.
• [ ] Project should be set up in Harvest
  • [ ] All staff should have access
  • [ ] Tasks should be set appropriately to the project itself
  • [ ] PM & Strategist should be set as manager of project

Core Coverage

• [ ] Set up the ongoing planning call (Weekly or Monthly depending on their plan)

Other Projects

• [ ] The project schedule should be clearly shown within the Asana project.
• [ ] The timeline of the Harvest project should match the anticipated project schedule