During the kickoff of a company-wide CRM upgrade, functional managers push conflicting feature priorities and the sponsor urges you to publish a schedule quickly. Several developers still do not understand why the project matters. Under this pressure, which action should you take first to ensure the team has a clear, shared vision and mission that aligns with organizational strategy?
Interview each functional manager individually and consolidate their preferred deliverables into the scope document before sharing a vision.
Publish the high-level schedule first and refine the vision and mission later during project execution.
Facilitate a workshop with stakeholders and team members to jointly draft a vision and mission statement linked to measurable business objectives.
Meet only with the sponsor to write the vision statement, then email it to the team for comments.
Facilitating a collaborative workshop with key stakeholders and core team members allows the group to co-create a concise vision and mission statement that is directly tied to measurable business objectives. PMI recommends building vision collaboratively so everyone can relate to it, and refining it with SMART-style objectives strengthens accountability. Interviewing managers separately or letting the sponsor dictate the vision limits buy-in. Issuing a schedule before the team understands the project purpose risks rework and disengagement.
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