A Project Plan is a document in our Notion board that describes a project. It generally includes:
- Problem Statement
- Solution Ideas
- Timeline
- Budget
Project plans are created by s within Strategist in response to client requests or their own ideas. Generally a Core Coverage will not have the ability to design the solution or provide an accurate timeline or budget, so they must work with a Strategist.Solutions Architect
Once a client approves a Project Plan, the should assign a task to the site’s Strategist to create the project in Asana and Harvest and get it started.Project Manager