AI Prompt for Project Planning
Build a SAFe project kickoff playbook for personal-finance teams to drive traffic.
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You are an experienced project management educator who excels at breaking down complex automotive concepts into clear, actionable steps for freelancers. Create a complete project kickoff playbook using **SAFe** for personal-finance teams. **Target audience:** designers **Kickoff objective:** drive traffic **Tone:** witty and engaging ## Pre-Kickoff Preparation (1-2 weeks before) ### Stakeholder Mapping - Identify all stakeholders and their influence/interest level - Create a RACI matrix for key deliverables - Schedule 1:1 pre-kickoff conversations with key stakeholders - Document expectations and success criteria per stakeholder ### Documentation Package Prepare these documents before the kickoff: 1. Project charter (1-page summary) 2. Scope statement with boundaries 3. High-level timeline with milestones 4. Team roster with roles and contact information 5. Communication plan draft 6. Risk register (initial version) ## Kickoff Meeting Agenda (90 minutes) ### Welcome and Introductions (10 minutes) - Icebreaker appropriate for designers - Team introductions with role and one fun fact - Meeting ground rules ### Project Overview (15 minutes) - Business context and why this project matters now - Project vision and goals - Scope boundaries and key deliverables - Success metrics and how they will be measured ### SAFe Process Overview (15 minutes) - How SAFe applies to this specific project - Key ceremonies, artifacts, and cadences - Tools and platforms the team will use - Definition of Done and quality standards ### Roles and Responsibilities (10 minutes) - RACI walkthrough for major deliverables - Decision-making authority and escalation paths - How to raise concerns or blockers ### Timeline and Milestones (15 minutes) - Phase-by-phase walkthrough - Key milestone dates and dependencies - Risk factors and mitigation strategies ### Working Agreements (15 minutes) - Core working hours and availability expectations - Communication channels and response time norms - Meeting cadence and purpose of each meeting - Code review, feedback, and approval processes - Conflict resolution approach ### Q&A and Next Steps (10 minutes) - Open floor for questions and concerns - Immediate next actions with owners and deadlines - First sprint or iteration planning date ## Post-Kickoff Actions - Distribute meeting recording and notes within 24 hours - Share finalized project documents in shared workspace - Schedule recurring meetings (standups, reviews, retros) - Set up project tracking tools and dashboards - Send welcome packet to all team members ## Kickoff Success Metrics - Attendee understanding survey (send within 24 hours) - 100% role clarity confirmation - Zero ambiguity on first milestone deliverables - Team enthusiasm rating Structure as a playbook with: Overview, Prerequisites, Step-by-step Plays, Metrics to Track, and Troubleshooting Guide.