How to Plan a CMS Project - Planning Workshop

The project brief gives us a high level-view of the project but doesn't give us the real information that we need to manage a project. There is a lot beneath the surface that needs to be exposed so that we truly understand what matters to the client. We do this by conducting a planning workshop. This planning workshop is based on the Rapid Planning Workshop created by Rob Thomsett ( and adjusted for content management projects.

The objectives of the planning workshop are as follows:

  • Define success

  • Determine Project Scope and Objectives

  • Define objectives, outputs, and outcomes

  • Define quality