Here you need to start converting the goals and expectations into a well-defined roadmap consisting of concrete tasks, bound by clear communication, with stringent reviews to measure progress. Planning your project consolidates the preparation. Remember that costs come in many forms such as purchases, use of resources, and fees, among others.Consider contingency and review processes if a review or refinement of the budget is required later on.Consider and respect any client guidelines, processes, or restrictions that the client is subject to.Use information from the validation milestone as a basis for the estimates.How often do you review progress during the life of the project?īefore you start any project you need a reliable, realistic estimation of what it costs to implement: What are the requirements, business and technical?Īre there legacy systems to be replaced and if so, is there data to be migrated? If it helps clarify the situation, you can also define what lies outside the scope.In this phase, you must validate and confirm the goals for the project for example: Budget is often a key factor so such relationships cannot be forgotten. For example, reducing the time, but requiring the same quality level will probably increase the price while reducing the quantity of content you can cater for. For example, fixed budget, fixed timeline, quantity of content, quality required.Īs always, adjusting any of the factors impacts the others. How you prepare, plan, and run your project and implement your solution is affected by the restrictions you are operating under. A basic scope, and rough schedule should be made available to define what is required, and within which time frame if it helps clarify the situation, you can also define what lies outside the scope.The fundamental reasons and justification for undertaking the project.Define key requirements together with clear goals and expectations for the: Preparation of your project forms the basis of the entire project. There is not a direct 1:1 relationship between the individual required documents and deliverables. For each persona (or role), the relevant milestones are listed, together with the documents that are required to produce the defined deliverables. The project plan is broken down into distinct (high level) phases.Įach phase contains its own milestones. The Status by Role worksheet shows detailed breakdown of Health, **Quality, and Completeness by Phase and Persona. At any point in time during the project this indicates how much has already been completed for each phase of your project.A high-level status indicator for your project useful to highlight areas that may be at risk.Indicates the quality of the Required Documents and Deliverables across the project.The Project Heartbeat worksheet provides a graphical overview of critical metrics for your project: A Glossary of the Required Documents and Deliverables.įurther reference material to provide more details on specific areas.Key Persona and their involvement at every (relevant) stage.Provides automated overviews (quality, health, and completeness) to indicate progress and project-health.ĭocumentation, based on the checklist, that details the:.Defines inputs and deliverables according to phase, milestone, and persona.To help you, the best practices consist of:Īn interactive checklist that allows you to track and monitor your progress with these best practices. Managing a project to implement Adobe Experience Manager (AEM) requires planning and understanding to ensure you are aware of the issues and (related) decisions that you must make, before and while implementing your project. Managing Projects - Best Practices Checklist
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