Begin a new project with a clear head
Use this project planning template to align with key stakeholders and leadership on the goals and scope of a project before kicking it off with the whole team. This template will help project and product managers define the critical points of a new project.
Start by filling in each of the sections below to get your project off to a solid start. Invite other team members or stakeholders to collaborate as you define the different pieces of your project.
What problem are we trying to solve? Use this space to add positive examples of similar projects for inspiration. This helps you define the scope of your project and set realistic expectations.
What metrics or project milestones will define success? Try to be as specific as possible, and ensure you have the tools needed to measure your success.
For example: “Increase one-day retention by 15%” instead of “Better user retention”
Outline who will be participating in the project and what their roles are. List all the relevant stakeholders and document how they’ll be involved.
How long it will take, what budget you have, and what additional resources you’ll need are all questions that should be answered in this section.
What necessary ingredients for your project do you already have? Are you able to reach out to other teams to share resources?
Consider what resources will be needed for the project. Is there a clear path for obtaining those resources, or is that a necessary step in the project? If necessary, create a resource allocation plan.
7. Potential obstacles
What prerequisite tasks need to be completed or roadblocks might you run into? List out any potential risks, dependencies, or roadblocks that might be relevant so the project team can be prepared.
Ask the following questions to solidify the action plan:
Organize your project goals into a clear roadmap and prioritize what needs to get done in chronological order to make it easier to track progress. Segment out each phase of the project and be sure to include key starting points and end dates so team members can be aligned on when deliverables are needed.
For steps that can be done at the same time, create a gantt chart to visualize the project schedule and all of its moving parts.
In an agile project management environment, be mindful of how sprints will factor into the project timing and start dates.