Key Questions and Issues

  • Establish any other initiatives or events that impact timing/focus.

  • Confirm stakeholders.

  • Confirm proposed scope:

    • Operating system deployment

    • Office update and standardization

    • Security improvements

    • Standardization of ongoing operations

  • Confirm financial goals.

  • Confirm ownership of the process.

Agree on project management framework (who/checkpoints):

  • Agree on action and approach for post-pilot support

  • Identify likely leaders to extend the core team and strengthen support capability.

  • Ensure alignment with other, related initiatives, such as Asset Management or Server Deployment.

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