The Plan & Preview phase comprehensively assesses the upcoming project and develops a solid plan for successfully completing the project. During the Preview, we facilitate a series of sessions with key involvement by the client's functional leads, departmental and/or regional managers, and technical leads. The structure of the sessions uses a business process driven approach. The focus of these sessions is to rapidly gather, organize, and evaluate business and system requirements at a high level to accurately assess and plan the project.

The Preview serves as a project planning tool and brings clarity to the project scope, timeline, and resource requirements. It allows CedarCrestone to gather and analyze information that is pivotal to project success. The project scope is evaluated in the context of available resources (human capital) and timeline constraints to develop a high level project schedule. This effort sets the groundwork for ensuring a successful project and aligns expectations of all project stakeholders.