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What are some good templates or best practices for when to gather input and how to incorporate (i.e. whose feedback to incorporate vs. ignore, etc.), especially as it relates to a timeline?

Bridget Hudacs
Knowledge Vortex Salesforce Functional AnalystJune 9
  1. Value Stream Mapping, especially documenting the current state, is an invaluable tool to identify key stakeholders for the project and to see the work required to create the future state.

  2. Once key stakeholders are identified and the current and future states are mapped, hold a scoping meeting with all stakeholders (functional and technical).

    • Document the decisions related to in-scope and out-of-scope elements for the current timeline.

    • Identify who is responsible for the in-scope elements and the delivery timeline.

    • Keep the document in a centralized location where it can be referred to by all stakeholders.

With those 2 tools, you can:

  • See who is impacted by the changes (whose feedback to incorporate);

  • What the agreed scope of work is (whose feedback to "ignore"/save for a later project phase).

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