18.3 Team charter and work plan

A suitable project charter would identify a project coordinator, data lead, analytical lead, secondary-research lead, and communication lead. These are areas of responsibility, not isolated silos. Every major result should receive a technical review and a communication review by someone other than its original author.

The team would agree to:

  • keep raw data unchanged and perform cleaning through reproducible scripts;
  • record variable definitions and analytical decisions in shared files;
  • use one approved project repository;
  • identify the owner and reviewer of every deliverable;
  • document unresolved questions and decisions after each meeting;
  • escalate confidentiality, access, or scope concerns rather than resolving them informally; and
  • integrate sections throughout the project instead of combining independent reports at the end.

A twelve-week plan could allocate two weeks to framing, access, and documentation; three weeks to EDA and secondary evidence; three weeks to modelling and projections; two weeks to recommendations and validation; and two weeks to integration, revision, presentation practice, and handoff. Review time is included within every phase.