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Checklist for project governance

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Define clear and realistic project goals

Done? Task
✓ Make sure your goals are specific, measurable, achievable, relevant, and time-bound (SMART).
✓ Map your goals to actions and measures that help you track and evaluate them.
✓ Translate your goals into project deliverables that define the scope and quality of your solution.
✓ Monitor your goals regularly throughout the project lifecycle and adjust them as needed.
✓ Align your goals with the expectations and needs of relevant stakeholders across the organization.
✓ Communicate your goals clearly and consistently to the implementation team.

Set up an efficient and effective project organization

Done? Task
✓ Organize your project into business streams that correspond to functional workstreams, such as finance, sales, or operations.
✓ Involve the business stream owners directly in the project to ensure their input and feedback.
✓ Secure strong executive sponsorship and active engagement from senior business stakeholders within each business stream.
✓ Encourage cross-team collaboration by involving members of each workstream in other workstreams to avoid working in silos.
✓ Plan and budget the project resources according to the effort and complexity of the project.
✓ Define accountability and responsibility at the project leadership level. Give each stream owner autonomy and empowerment to make decisions.
✓ Identify relevant project roles and areas of ownership. Assign them to team members with the right expertise and experience.

Choose the best project approach

Done? Task
✓ Analyze, review, and confirm that your chosen implementation methodology works well with the business and project constraints and circumstances.

Implement classic governance structures

Done? Task
✓ Establish an effective steering group that understands enough of the project details to actively steer it based on meaningful, actionable, and evidence-based information.
✓ Create a risk register with meaningful and actionable risks that align with project priorities.
✓ Update the risk register regularly and address the risks proactively.
✓ Implement stage gate or milestone-driven planning and reviews as checkpoints to better track and communicate implications of the project status.
✓ Define clear criteria for each stage gate or milestone that indicate whether the project is ready to move to the next phase.
✓ Conduct regular reviews at each stage gate or milestone to assess the status, quality, and risks of the project deliverables.
✓ Implement a design review board to ensure new designs and changes operate within the boundaries of the solution blueprint and don't adversely affect other designs.
✓ Define clear roles, responsibilities, processes, and standards for the design review board.
✓ Conduct regular design reviews to validate, approve, or reject design proposals.

Next steps

  • Learn more about how to define clear and measurable project goals that align with your business objectives
  • Learn more about how to set up an efficient and effective project organization
  • Learn more about how to choose the best project approach for your project
  • Learn more about how to evaluate and improve classic governance structures etc. in key project areas
  • Learn more about how to create a well-structured project plan that helps you track progress
  • Review the main points from this section in our conclusion
  • Read a real-world example of how a customer implemented Dynamics 365 with effective project governance in our case study