Project Brief

Define and plan your project and create a project brief.

Steps
8
Last edited
Mar 4, 2022
Created by
Nova

About this process

Define and plan your project. Define the goals of the project thus require leadership, success criteria, scope, etc.

The process in detail

8 steps
  1. 1

    Describe the initiative/Project or idea.

  2. 2

    What is the goal?

  3. 3

    Leadership + Stakeholders.

  4. 4

    Acceptance criteria & Requirements

  5. 5

    Metrics.

  6. 6

    Initial Scope.

  7. 7

    Key constraints.

  8. 8

    Resources: Links and Documents.

Read the full text
1. Describe the initiative/Project or idea.
Write a note
2. What is the goal?
ā€¢What problem is being solved by the initiative/project/idea? What are the benefits of implementing the project: customers, employees, stakeholders? Why is this project needed now?
ā€¢Define the objective and the desired outcome.
ā€¢Define success: What would happen if you are successful?
Write a note
3. Leadership + Stakeholders.
ā€¢Who is leading this initiative? (Leader)
ā€¢Would you need to contact any experts?
Write a note
4. Acceptance criteria & Requirements
ā€¢What are the requirements?
ā€¢Create a list of Must-have, Nice-to-have and Must-avoid.
Write a note
5. Metrics.
ā€¢How will impact be evaluated? What methods will be used?
Write a note
6. Initial Scope.

How would the project be structured? Are they any key milestones? Are we launching a beta version?

šŸ“… Provide dates.

Write a note
7. Key constraints.

What will influence decisions and possibilities to be closely considered in planning this initiative? Timeline, relationships, budget, governance, etc.

Add sticky notes inside the "can influence" and "beyond scope" section.

Write a note
8. Resources: Links and Documents.

Add links to google documents, websites, folders, videos, etc.

Write a note
New Board
  • Initiative Canvas
  • Overview
  • Acceptance criteria Given [some context] when [some action is carried out] then [a set of observable outcomes should occur].
  • User story As a [type of user], I want to [perform some task] so that I can [achieve some goal].
  • Objective What is the objective?Desired outcomes.
  • Justification What problem is being solved by the project/initiative/idea?
  • Start typing...
  • Leadership
  • Who is leading this initiative?
  • Priority
  • Subject matter expertise?
  • Estimate
  • Assumptions
  • Stakeholders Who are the project/initiative stakeholders? What are their priorities?
  • Metrics How do we measure success? [Success criteria]
  • Values What values will guide the teaming and decision making process?
  • Team rituals and celebrations How do you celebrate success?When?
  • Key constraints What will influence decisions and possibilities and needs to be closely considered in planning this initiative?
  • Scope How will the project be structured? Are they any milestones or versions?
  • Data & Analytics
  • Can influence
  • Information will help you achieve your objective
  • Must-Have
  • Beyond scope of control
  • Link to resources
  • Nice-Have
  • Parking Lot: Opportunities/Asides/etc [Recommendation: Keep this organized by adding 1 or 2]
Use this process
Capabilities
Fully editableAdapts as work changesAdd more sessions anytimeAI can be assigned
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Created byNovaĀ·Official process
Last edited Mar 4, 2022Ā·8 steps