Kinetic Data Handbook
  • Kinetic Data handbook
    • Handbook onboarding
    • Handbook processes and policies
    • How to update the handbook
  • Company
    • Welcome letter
    • About Kinetic Data
    • Mission, vision and values
    • Our organization and leadership structure
    • Business model
    • Product history
  • Working At Kinetic Data
    • Where we work
    • Core Work Hours
    • Benefits and perks
      • 👨‍⚕️Healthcare
      • ⛳Retirement 401(k)
      • 🏆Benefit Hub
      • 🏖️Paid Time Off
      • 🎉Company Holidays
    • Workplace policies and practices
      • Code of ethics
      • Drug policy and Drug-Free Workplace Act
      • EEO and Non-Harassment policy
      • Employee Referral Bonus
      • Employee Training and Development Policy
      • Home Office Allowance
      • Paid Time Off Policy
      • Parental Leave Policy
      • Travel and expenses
      • Workplace conduct
    • Company measures
      • Metrics that matter
      • Corporate objectives
  • A Day in the Life (How we Work at Kinetic Data)
    • Our internal systems
    • How we communicate
      • Guiding principles
      • Communication channels
      • Chat etiquette and procedure
      • Calendar etiquette and procedure
      • Meeting etiquette and procedure
  • Operations
    • Client Services
      • Customer Success
        • Support
          • Customer Support Playbook
            • Product Overview
            • Support Tickets
            • Customer Support Tools
            • Troubleshooting
            • Handling Escalations
            • Handoff to Support
            • Conclusion
      • Delivery
        • Delivery Playbook
          • Product overview
          • Sales phase
            • Delivery team estimation
            • Factors affecting estimation
            • Estimation pitfalls to avoid
          • Project management
            • Google Drive folder structure
            • Google Docs meeting notes
            • General meeting tips
            • Harvest
            • Kinetic Data’s time tracking conventions
            • Monday project boards
            • Approvals and budget management
            • Communication planning
          • Initiation phase
            • Sales to delivery process
          • Planning and design phase
            • Asset and deliverables
            • Monday task creation
          • Execution phase
            • Delivery Git
            • Sprint cadence
            • RIDAC tracking
          • Validation phase
          • Completion phase
          • Hypercare
            • Handoff to support
          • Conclusion
          • Appendix — Delivery Terminology
          • Appendix — Monday board template
      • Job Descriptions
        • Head of Client Services
        • 🐳Customer Success Manager
        • Training Manager
        • Technical Writer
        • Support Specialist
        • Platform Specialist I
        • Platform Specialist II
        • Lead Platform Consultant
        • Platform Architect
        • Technical Project Manager
        • Infrastructure Support Engineer
    • Engineering
      • Platform operations
        • kinops Platform Updates and Maintenance
      • Security
        • Privacy
          • Data deletion requests
          • Data subject access requests
        • Security operations
        • Policies
  • Support, Education, and Learning
    • Learning Resources
      • Kinetic Data Documentation Style Guide
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  1. Operations
  2. Client Services
  3. Delivery
  4. Delivery Playbook
  5. Planning and design phase

Monday task creation

PreviousAsset and deliverablesNextExecution phase

Last updated 9 months ago

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The Planning Phase concludes with creating specific tasks for the Execution Phase. After the client approves and signs off on the project plan and designs, the Delivery Team should schedule an internal planning session to flesh out the project's Monday board. During this session, the team should collaborate to break down estimates into specific deliverables or "successive delivery targets" for execution. To ensure that these targets are effective, it is essential to use the SMART paradigm and other tips outlined in the project document's section.

Following these guidelines, the team can create a high-level, iterative outline ready for the Sprint Planning process. This outline sets clear goals for each sprint, ensuring the team works towards a shared objective. During the Sprint Planning process, the team can further break down the high-level tasks into smaller, actionable items that can be completed within the given sprint timeframe.

Monday project boards