An Envision Track addresses one of the most fundamental requirements for project success—unification of a project team behind a common vision. A team must have a clear vision of what it wants to accomplish and be able to state it in terms that motivate the entire team and the customer. Envisioning, by creating a high-level view of a project’s goals and constraints, is an early form of planning; it sets the stage for the more detailed planning process that takes place during a project’s Plan Track.

The primary activities accomplished during envisioning are the formation of the core team and the preparation and delivery of a vision/scope document. The delineation of a project vision and the identification of a project scope are distinct activities; both are required for a successful project. Vision is an unbounded view of what a solution might be. Scope identifies the part(s) of the vision to be accomplished within project constraints.

Risk management is a recurring process that continues throughout a project. During an Envision Track, a team prepares a risk document and presents the top risks along with the vision/scope document.