A stage is a set of approved project products created by the project, led in a defined time period by the Project Manager under the approval and on behalf of the Project Board. Typically, a stage is defined as a part of your organisation’s project management framework and governance. On Solverboard, the stages are pre-defined by your platform owner, allowing the Project Manager to tailor to project timelines and specific products. 



To define a stage and manage throughout your project: 

  1. Within your project, click on the Plan tab and then click on the relevant stage.

  2. Click the edit icon.

  3. Set the start and end date of the stage to visualise your top-level plan.

  4. Set the appropriate status.

  5. Assign an Owner – the person best placed to manage this successfully.

  6. Describe the purpose of the stage by following your organisation's project governance framework.

  7. Detail out the specific features or products that the stage will output.

  8. (Optional) add acceptance criteria.

  9. (Optional) add any acceptable tolerances on the deliverables.

  10. (Optional) add any other relevant references to support successful realisation of the Stage.

  11. Click the 'Save’ button on the top bar to save your changes.

  12. Add a Release. (Optional) if you wish to break down the stage into a series of deployments to get something of value to your customers or end-users faster then create a release. A release is governed by the project team in terms of specification, timing and definition of done. Click the release button and follow the associated sub-process.

  13. Add a Work Package. Work is coordinated between the Project Manager and different Team Leaders through work packages. Work packages can be focussed on stage products or release products. Click the work package button and follow the associated sub-process.

  14. The stage will automatically track the status of tasks that are planned in the platform or via updates from 3rd party platforms allowing an aggregated view on progress for the Project Manager and Team Leaders to focus on areas that need attention.

  15. As the stage progresses convene any relevant Release Reviews and prepare the for the end of Stage Review.

  16. Conduct the Stage Review resulting in the project moving to the next stage, staying in current with remedial action or being stopped.

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