This chapter is about establishing a clear project vision, scope, and task structure so the work can move forward in a coordinated and manageable way.

Every successful community resilience project begins with a clear plan. Before engaging the community, conducting building assessments, or pursuing funding, project teams must establish a shared understanding of the project’s purpose, scope, and organizational structure.

The planning phase helps project teams clarify what they are trying to accomplish, who will be involved, and how the work will be organized. At this stage, the focus is not on technical design or financial analysis, but on building a strong foundation for the project.

Planning may involve identifying the initial project idea, defining the intended impact for the community, and outlining the roles of partners and stakeholders. It also includes organizing project tasks, timelines, and responsibilities so that the work can move forward in a coordinated and manageable way.

The tools in this section help project teams translate early ideas into a structured project plan that can guide the rest of the development process.

1

Define the Project Vision

The first step in planning is defining the purpose and goals of the project. This helps ensure that all partners share a common understanding of what the project aims to achieve.

A project vision may include:

  • The community challenge the project is addressing
  • The type of resilience services the facility may provide
  • The clean energy systems being considered
  • The long-term benefits for the community

Clearly articulating the vision helps align project partners and provides a foundation for future decision-making.

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Project Summary

The Project Summary template helps teams document the project's purpose, goals, and high-level concept in a concise, shareable format.

2

Define the Project Scope

Once the project vision is established, the next step is defining the scope of work required to achieve it. The project scope outlines the major components and clarifies what work will be included.

This may include:

  • Community engagement activities
  • Building assessments and technical studies
  • Clean energy system design
  • Funding and financing activities
  • Construction and system installation

Defining the scope early helps project teams avoid confusion and ensures that expectations are aligned among partners.

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Scope of Work

The Project Summary template helps teams document the project's purpose, goals, and high-level concept in a concise, shareable format.

3

Break Down Project Activities

Once the project scope is defined, the next step is organizing the work into smaller, manageable tasks. Breaking the project into individual activities helps teams understand the sequence of work required and identify responsibilities for each component.

A structured task breakdown may include:

  • Community outreach activities
  • Technical assessments and feasibility studies
  • Funding research and proposal development
  • Design and engineering tasks
  • Procurement and construction preparation

Organizing tasks in this way makes it easier to coordinate work across partners and track progress over time.

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Work Breakdown Structure

This template helps teams organize project tasks into a structured hierarchy of activities and sub-tasks.

4

Track Progress and Responsibilities

As the project moves forward, it becomes important to track progress and ensure that tasks are being completed on schedule. Tracking tools help project teams maintain visibility across multiple activities and partners.

Project tracking may involve:

  • Monitoring task completion
  • Tracking milestones and deadlines
  • Assigning responsibilities to team members
  • Identifying delays or potential challenges early

Consistent tracking helps project teams stay organized and maintain momentum as the project evolves.

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Project Tracker

The Project Tracker template helps teams monitor project tasks, responsibilities, and progress throughout the planning and implementation process.