Project brief: [Project name]

Lead

Sponsor

Start

Launch

Budget

Status

In one sentence: We will [deliver what] for [whom] by [date] so that [outcome].

Done when:

Background

What led here, and why now.

Goals and success measures

The change you want to see, not the deliverable that produces it.

Measure

Today

Target

By when

See an example

In one sentence: We will rebuild the onboarding emails for new trial users by September 30 so that more of them get real value in their first week.

Deliverable, not a goal: A new onboarding email sequence.
Goal: More trial users get real value in their first week.
Measure: 30% of trial accounts invite a teammate within 7 days, up from 18%, by September 30.

Done when: Every new sign-up gets the new emails and the old sequence is switched off.

Scope

In scope

Out of scope

Constraints:

Assumptions:

Audience

Who the result is for, and where they will meet it.

Timeline

Milestone

Date

Owner

Kickoff

Launch

Results review

Team

Role

Name

Responsibility

Sponsor

Approves scope, budget and the final result

Lead

Runs the work day to day and keeps this brief current

Contributors

Keep informed

Hear about progress at each milestone

Risks and open questions

Risk

Impact

Mitigation

Owner

Open questions, each with who answers and by when: