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Project management templates

  • Current situation — Where are we now?
    Why is this project important?
    Success metrics
    Constraints
    Project goal:
    Initial objectives — What will we achieve in the first sprint?
    Risks
    Assumptions
    ①
    ②
    ⑥
    ⑦
    ③
    ④
    ⑤
    ⑧
    Think about what someone coming to the project for the first time might need to know
    Use this space to set the context for the rest of the conversation
    What might affect how you deliver this project?
    Use this section to note anything that you think is probably true, but might need some testing or clarification
    Think about the way your organization works, the needs of stakeholders and any other partners, and the time and budget you have available
    What might cause this project to fail?
    Honesty is the best policy here
    Try to avoid vanity metrics here
    If it’s helpful, try to identify both lead and lag measures of success
    Quantitative metrics are best, but qualitative measures work fine here too, especially for more experimental projects
    Add project goal here once you’ve completed the rest of the exercise
    Be realistic, but ambitious – this is your chance to set the project off to a good start
    Be honest about why the project matters – it’ll help get everyone on board
    Project Charter
    Read more
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