Project Playbook

The Project Playbook describes how we deliver work at Agile Collective.


1. Project Phases

Our projects follow a shared lifecycle that ensures we separate exploration from commitment from delivery:

All projects follow this lifecycle, whether each step is a quick meeting or an entire phase.

→ Explore the full lifecycle: Project Phases


2. Roles & Governance

This section defines who:

→ View all roles: Roles & Governance


3. Project Models

Project models describe a project's scale. Every project follows the same lifecycle phases; what changes is how much depth, formality, and governance each phase requires.

There are three project types: discovery, consultancy, or strategy projects focused on understanding and direction-setting; development projects where the primary goal is to design and build a platform or product; and incremental projects covering smaller, focused work that extends an existing product.

Projects are also sized by effort, complexity, and coordination demand — small (up to 4 weeks), medium (up to 3 months), or large (3+ months). Size affects how roles are combined or separated, how formal artefacts and reporting need to be, and the cadence of ceremonies and reviews.

During Initiation, we explicitly agree on the depth, formality, roles, and cadence appropriate for that project.

→ Explore project models: Project Models


4. Templates & Tools

These templates provide starting points for proposals, discovery, delivery, reporting, and review. Improve them when needed 😃

→ Browse templates: Templates & Tools


5. About

The Playbook defines how projects run at Agile Collective: lifecycle, roles, checkpoints, and core delivery expectations. It's a practical reference, not a step-by-step guide.

People use it differently — PMs to structure phases, team members to understand expectations, Account Managers to scope work, new joiners to get up to speed. The Delivery Circle maintains and improves it over time.

It's a living document. We'll keep evolving it as we learn.

→ Read More: About


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