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Back to processes 

Process Workflow

Discovery Process SOPs

The following document compiles and provides the  Standard Operating Procedures (SOPs) for PMB Accounts. Here, you will find detailed instructions on how to carry out the Discovery Process.

See Document


Resources and Tools

These are the tools that should be ready during and at the end of the Discovery Phase: 

  • Onboarding Trello Board

  • Trello template card

  • Initial questions and Google Form

  • Google Drive folder

  • Proposal estimates template

  • Estimates database

  • Project Charter template


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