The FinTech Project Manager’s Checklist p.1
Today I want to show you a hidden part of my work — Project management, and shortly present my checklist. As you maybe know I’m a certified Agile Project manager. The FinTech Project manager’s checklist is an inherent tool for the productive Project Manager.
It doesn’t matter whether you run a project from scratch or taking over one that’s already been started. Project planning helps you to save time and money, and eliminate risks before they arise.
Follow the checklist and manage your project with the highest success rate.
Research
Before starting a fintech project, make sure you are informed about the all facts. Dive into the project documentation, collect and ask thoughtful questions, be consequential and methodical.
Understand your Role
Clarify an understanding of your role for all participants of your project, even if it isn’t documented on paper. Further it will help you ensure that all stakeholders are considered and you know all your responsibilities (power) in case issues arise.
Identify the Stakeholders
Meet the expectations of all stakeholders, it brings your project to success. A stakeholder is a person who directly or indirectly can impact by the project.
If to identify persons affected indirectly is not easy, consider the following categories:
- The client.
- The project manager.
- The project team.
- Consultants/ subject matter experts.
- Project — or product — related departments.
- The customer who receives the deliverables.
After creating your Work Breakdown Structure (WBS, is essential part of Agile project management), meet with the stakeholders again. Find out whether they still want you to run the project. Usually, the WBS uncovers constraint problems. For example, the project may need a bigger budget than the clients are prepared to allocate.
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