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Phase 4


Phase IV - Identify Roles and Responsibilities - Project Team


The project team plays a vital role in ensuring the success of the entire planning process, so their roles and responsibilities must be well-defined. This section will help you identify the varied players who must be involved.

Timeline
2 weeks

Outputs

  • Kick off meeting agenda and minutes
  • Roles and responsibilities chart
  • Mapping of key meetings along project timeline

Key Considerations

  • A team of five allows for the most manageable sharing of responsibilities; however, the planning process can be executed with more or less team members depending on the available resources and
  • Distribute responsibilities among the team so that each role is filled by someone thoroughly committed to the project’s mission and goals.

Tasks


Resources
Phase 4 provides guidance on developing and assigning the roles and responsibilities of your project team. The following resources and templates are mentioned in Phase 4 as tools that will help guide you through aligning a project team. Please note that each state will have different levels of funding, so the described roles and responsibilities may be subject to consolidation or redistribution. The items listed below have been pulled into this section of the appendix for your reference:

  • Appendix H: Kickoff Meeting Template – This template provides a suggested design for the kickoff meeting. The outcomes will be an energetic jumpstart to the process and a clear understanding among the team of their respective roles and responsibilities.
  • Appendix I: Roles Clarification Exercise – This guidance provides a suggested exercise for achieving shared understanding among the team’s roles and responsibilities during the kickoff meeting.
  • Appendix J: Example Weekly Status Report – This report is a regularly scheduled outreach tool that will communicate the project team’s weekly progress to your stakeholders.