The objectives of the Plan stage are to confirm the project scope, initiate project activities, and establish project management processes and controls. You'll draft and review the project goals, plan, timeline, milestones, deliverables, resources, and responsibilities. You'll also initiate project workstreams (functional, integrations, data conversion) to align on approach, resources, and schedules. Lastly, you’ll attend Functional Workshops, the Worker Data Workshop, and the Integrations Kickoff.

The Plan stage begins with project startup, planning and preparation activities, to include a Project Kickoff with the entire team. The kickoff reviews the overall project, including a draft of the plan, timelines, and resources. The stage ends when all workshops are completed.

Some activities in this stage depend on the products deployed. Assume that all activities in the Plan stage are required unless otherwise noted.