Workflow step details · Step 1
Create a project
Define goal, owner and status.
Extended step description
This step structures the start of every initiative. Instead of jumping into random tasks, you define the context first: business goal, owner, status and delivery frame. That gives the team a clear understanding of why the project exists and what success looks like.
Step benefits
- Clear project goal and direction from day one.
- Faster decision-making thanks to explicit ownership.
- Less launch chaos and fewer ad-hoc scope changes.
- Better communication with team members and stakeholders.
How to implement this step
- Use a project name everyone understands immediately.
- Define one or two measurable outcomes.
- Assign a clear owner for pace and priorities.
- Set initial status and first review milestone.
Example scenario
The team starts a “New client onboarding” initiative. On day one, ownership, expected outcome and completion criteria are already clear.