NarraFirma™ Help Home > Planning Enter project facts >>

# Planning

During the planning phase of a PNI project, you choose and/or design project elements such as questions, group sessions, and exercises. For example, you might use a small pilot project to test questions and methods before your larger project takes place. Planning serves to promote the success of your overall project, not to constrict or censor what is collected and said.

Start planning your project

- Describe your project
- Answer the PNI planning questions

Think about your participants

- Describe your participant groups
- Describe your resources
- Observe story sharing
- Assess story sharing

Imagine the future of your project

- Tell project stories
- Create project story elements

Finalize your project plans

- Revise your answers to the PNI planning questions
- Write your project synopsis
- Build your privacy policy

Wrap up the planning phase

- Reflect on the planning phase

## Frequently-asked questions

### Is the planning phase required?

The planning phase is an optional part of PNI. But in NarraFirma, the pages on which you describe your participant groups and describe your resources drive the recommendations shown on these pages:

- story collection venues
- story eliciting questions
- questions about stories
- questions about participants
- story collection sessions
- sensemaking sessions

So if you want to get recommendations on any of these things later on, you should at least describe your participant groups and your resources in the planning phase.

### Where can I enter a pilot story collection as part of planning?

Set it up in the Collection phase. Create a story form, and use it to enter your data (or to ask other people to answer questions). You can even create a pilot catalysis report, then use it in your planning. NarraFirma doesn't have a special "reflect on your pilot story collection" page, but you can incorporate what you learned when you finalize your answers to the PNI planning questions.