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Planning Stage Worksheet
Planning Stage Worksheet

This resource is a helpful way to think through your stages, workflow and project ownership.

Rebecca McDougall avatar
Written by Rebecca McDougall
Updated over a week ago

If you've started to discuss your Planning workflow and process when configuring your board, this may be a helpful resource. Use this framework to define your stages, the requirements for each stage and the stage owner!



Stage Owner

A “Stage” is a defined step within your training development process or workflow. In this column, enter the name of the “Stage” as customized in Synapse. For example: “Design”

Use this column to enter the requirements to progress a project or “Card” from one Stage to the next. Using a bulleted list of requirements may be helpful!

Use this column to enter either the person or team who is responsible for the Project when it is in a given Stage.

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