Template for a Task Plan, i.e. White Paper

 

·         Problem Definition:

o   Topic:

§  What do I need to achieve?

o   Body: Some of these elements can be dropped if the document audience is already familiar with them, as team members would be in mid-project

§  Why is this a problem?

§  Why is this important/innovative?

§  Who is the customer?

§  Aspects required for a solution?

§  What constitutes solved?

·         What are the characteristics of a solution?

·         What is the metric for solved?

·         Road to Solution:

·         Transition to Solution

o   We are potentially well positioned to solve this problem. (Expand upon the problem, if needed)

§  Why are we well positioned to solve this problem?

·         Body

o   Tasks required for solution

§  Match these tasks with the aspects listed in the problem definition, but there may be multiple tasks per aspect

·         Method

·         Reason for using that particular method

·         Sometimes best to list alternatives and their pros and cons

§  Each task should be stated with a method or approach if possible.  If not, state as question.

o   Skillsets needed

§  What skillsets are needed

§  Who on, or available to the team, has each of these skillsets?

§  What skills/knowledge are we lacking and who do we bring on to provide them?

o   Pitfalls (only some may apply, maybe even none)

§  Potential concerns

·         Untested methods?

·         Uncertain resource availability or timing? 

·         Think deeply about what could go wrong

§  Gaps in knowledge

·         What they are

·         How to fill them

o   Timeline

§  Estimate time for each task based on information above

§  What are the task dependencies?

·         Which tasks must follow others? 

·         Which people or resources are potential bottlenecks?   

o   Questions

§  Outstanding questions

§  Calls for help

·         Call for Input:

o   Contributions from others: “I would value your input on these ideas; can you provide additional insights, flag gaps in my thinking and suggest the path forward.”

o    Specific requests to specific people

 


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This page was last updated by George Young on September 10, 2019