Cross-Functional Project Playbook

CROSS-FUNCTIONAL PROJECTS

Cross-Functional Setup Checklist

PROJECT SETUP

PROJECT: _______________
Teams involved: _______________

GOVERNANCE:
☐ Executive sponsor identified
☐ Steering committee formed
☐ Decision rights documented
☐ Escalation path defined

TEAM STRUCTURE:
☐ Core team representatives named
☐ Extended team identified
☐ Roles and responsibilities clear
☐ RACI documented

COORDINATION:
☐ Meeting cadence set
☐ Communication channels established
☐ Shared documentation location
☐ Dependency tracking in place

PLANNING:
☐ Integrated timeline created
☐ Milestones aligned
☐ Resource conflicts addressed
☐ Risk register shared

Dependency Management

DEPENDENCY TRACKER

PROJECT: _______________

| ID | Dependency | From Team | To Team | Due | Status | Risk |
|----|------------|-----------|---------|-----|--------|------|
| D1 | | | | | ☐ On track | ☐H ☐M ☐L |
| D2 | | | | | ☐ At risk | ☐H ☐M ☐L |
| D3 | | | | | ☐ Late | ☐H ☐M ☐L |

DEPENDENCY REVIEW:
Frequency: Weekly
Owner: PM
Forum: _______________

Cross-Functional Meeting Cadence

Meeting	Frequency	Attendees	Purpose
Steering	Bi-weekly	Exec sponsors	Decisions, blockers
Core team	Weekly	Team leads	Coordination
Working	As needed	Contributors	Execution
All-hands	Monthly	Everyone	Updates, alignment

Conflict Resolution Protocol

Issue Type	First Level	Escalation
Resource conflict	Team leads	Sponsors
Priority conflict	PM	Steering
Technical disagreement	Leads	Architect
Timeline conflict	PM	Sponsor

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