2.9 KiB
2.9 KiB
Operations and Project Management Intake Template
Overview
This template guides the collection of operational procedures and project management approaches.
Interview Structure
1. Operational Procedures
- Daily/weekly/monthly routines and rituals
- System administration and maintenance tasks
- Monitoring and alerting procedures
- Backup and recovery processes
- Security and compliance practices
- Documentation and knowledge management
2. Project Management Approaches
- Project initiation and planning methods
- Task tracking and progress monitoring
- Resource allocation and scheduling
- Risk management and contingency planning
- Communication and stakeholder management
- Quality assurance and delivery processes
3. Infrastructure and Tools
- Hosting platforms and deployment targets
- Development and testing environments
- Monitoring and observability tools
- Security and compliance tooling
- Collaboration and communication platforms
- Automation and orchestration systems
4. Knowledge Management
- Information organization and categorization
- Documentation standards and practices
- Knowledge sharing and dissemination
- Learning and improvement processes
- Archive and retention policies
- Search and discovery optimization
5. Continuous Improvement
- Retrospective and review processes
- Metric tracking and analysis
- Process refinement and optimization
- Technology evaluation and adoption
- Skill development and training
- Innovation and experimentation approaches
Response Format
Please provide responses in the following structured format:
operational_procedures:
routines:
daily: []
weekly: []
monthly: []
system_administration: []
monitoring_procedures: []
backup_recovery: []
security_practices: []
documentation_management: []
project_management:
initiation_planning: []
task_tracking: []
resource_allocation: []
risk_management: []
stakeholder_communication: []
quality_assurance: []
infrastructure_tools:
hosting_platforms: []
development_environments: []
monitoring_tools: []
security_tooling: []
collaboration_platforms: []
automation_systems: []
knowledge_management:
information_organization: []
documentation_practices: []
knowledge_sharing: []
learning_processes: []
archive_policies: []
search_optimization: []
continuous_improvement:
retrospective_processes: []
metric_tracking: []
process_refinement: []
technology_evaluation: []
skill_development: []
innovation_approaches: []
Validation Criteria
- Alignment with current operational reality
- Completeness of key operational areas
- Practicality of implementation
- Consistency with documented procedures
- Relevance to current projects and initiatives
Frequency
This intake should be updated:
- Quarterly for operational reviews
- As-needed for procedure changes
- Semi-annually for infrastructure updates
- Annually for comprehensive process reviews