How to design a work package?

Required tools

• Work package template — The standard template with the fixed structure that must be followed.
• Dynamics 365 Project Operations — Registers the project and links it to the customer's account.
• Xledger — Basis for the financial framework of the work package.

Complete the outline section by section

1. 1.Describe the background, objective, and value creation

   Describe what the problems are, where they occur, and why they occur, along with the objective and the anticipated value creation for the customer.

2. 2.List the key deliverables with estimates

   Describe the key deliverables and user experiences in the application, with estimates for each.

3. 3.Set the timeline and baseline

   Describe the overall project timeline and baseline as they stand at the start of the project, including scope and estimates.

4. 4.Establish the financial framework

   Describe the financial framework for the delivery.

5. 5.Document assumptions and interfaces

   Describe the underlying assumptions, as well as the interfaces with the customer's organization and relevant third parties.

6. 6.Enter standard text for procedures and tolerance limits

   Describe administrative procedures and the chosen methodology, tolerance limits for deviations from specified deliverables, and the method for approving the deliverable. Use ProsessPilotenes standard text.

Approve and sign

1. 7.Have the customer quality-assure the work package

   Review the entire document with the customer so that all parties understand what is to be delivered and why.

2. 8.Sign upon approved start-up

   The KAM obtains the customer's signature to approve the start of the project.

3. 9.Sign upon approved delivery

   Once the delivery has been approved, the KAM obtains a new signature confirming this.