Planning
After project approval, planning involves breaking the project down into smaller tasks and creating achievable goals within the time frame.
Steps in the planning phase may include creating a project plan with a timeline, workflow diagrams to clarify roles, estimating the budget and financial plan, building the team with the necessary resources, anticipation of risks and potential obstacles, a kick-off meeting to integrate the team and present the project.
It is also recommended to use a workflow diagram template to describe the different steps and responsibilities of the process.