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Factory Project Kickoff Checklist

This document provides a single checklist before starting a Factory-based project. It is written for project managers, architects, and engineers kicking off Factory projects.

A thorough kickoff ensures Factory projects start successfully. This checklist covers all critical areas that must be addressed before beginning Factory work.

Important

Complete all checklist items before starting Factory work. Missing items can lead to delays, rework, and customer dissatisfaction.

Pre-Kickoff Requirements

Customer Readiness

  • Customer objectives documented
  • High-level scope agreed
  • Primary stakeholders identified
  • Decision-makers identified
  • Budget approved
  • Timeline agreed
  • Contract signed

ConnectSoft Readiness

  • Project team assigned
  • Factory access configured
  • Azure DevOps project created
  • Customer account set up
  • Support processes established

Domain and Architecture Readiness

Domain Understanding

  • Domain experts identified
  • Domain concepts documented
  • Business rules documented
  • User stories/epics defined
  • Acceptance criteria clear

Architecture Planning

  • Bounded contexts sketched
  • Service boundaries defined
  • Integration points identified
  • Initial ADRs planned
  • Architecture patterns selected

See: Clean Architecture & DDD, Modularization for architecture guidance.

DevOps and Access Readiness

Azure DevOps Setup

  • Azure DevOps project created
  • Repositories created (if needed)
  • Pipelines configured
  • Work items set up
  • Permissions configured
  • Team members added

Access and Security

  • Customer Azure DevOps access granted
  • ConnectSoft team access configured
  • Service principals created (if needed)
  • Key Vault access configured (if needed)
  • Security review completed

See: Azure DevOps Integration for integration details.

Factory Configuration Readiness

Factory Configuration

  • Factory project created
  • Templates selected
  • Libraries identified
  • Configuration parameters defined
  • Knowledge system access configured

Platform Integration (If Applicable)

  • Identity Platform tenant created
  • Audit Platform tenant created
  • Config Platform tenant created
  • Bot Platform tenant created (if needed)
  • Platform integrations planned

See: Platform Adoption Checklist for platform setup.

Kickoff Meeting Agenda Template

1. Introductions

  • Duration: 10 minutes
  • Agenda:
  • Team introductions
  • Roles and responsibilities
  • Customer team introduction

2. Goals and Objectives

  • Duration: 15 minutes
  • Agenda:
  • Project goals
  • Success criteria
  • Expected outcomes

3. Architecture Overview

  • Duration: 30 minutes
  • Agenda:
  • Bounded contexts
  • Service boundaries
  • Integration points
  • Architecture patterns

4. Scope and Timeline

  • Duration: 20 minutes
  • Agenda:
  • Project scope
  • Timeline and milestones
  • Deliverables
  • Dependencies

5. Process and Communication

  • Duration: 15 minutes
  • Agenda:
  • Development process
  • Communication cadence
  • Review process
  • Support process

6. Next Steps

  • Duration: 10 minutes
  • Agenda:
  • Immediate next steps
  • Action items
  • Follow-up meetings