Stage 2. Scope Refinement
Objectives
Clarity and Understanding: Ensure that all stakeholders involved in the onboarding call and subsequent Design Phase have a clear understanding of the steps and requirements outlined in this phase.
Standardization: Standardize the process from the onboarding call to the Datasheets, reducing confusion and ensuring consistency in the approach across different projects.
Efficiency and Timeliness: Streamline the transition from onboarding to the Design Phase, minimizing delays and ensuring that the Design Phase can start promptly with all necessary information in place.
Comprehensive Documentation: Provide a comprehensive document that covers all essential aspects, including requirements, tasks to be performed, roles and responsibilities, and any specific guidelines or protocols.
Facilitate Collaboration: Foster collaboration between teams involved in the onboarding process and the Design Phase by clearly outlining the handover procedures and expectations during this transition stage.
Procedure
- Have the onboarding call. Follow the Onboarding Call Guide
- Scope refinement call. Follow the Scope Refinement Guide
- Complete de Datasheet and User Flows/Pipeline and get approval from the client.