Project Planning
The Direction Is Set.The Scope Isn’t Written Yet.
Key information is also scattered throughout chats, meetings, and several documents. Write down six questions to create a one-page project brief that confirms scope, budget, and time for the first phase.
Open the six questions templateThis is not a required step for all projects. If you already have requirements documents, prototypes or implementation checklists, you can directlyContact the project lead.What’s left at the end of this page?
Organize scattered information into a one-page project brief.
- 01
Make the current situation clear
Who is using it, how to do it now, existing data and systems, all written in one place.
- 02
Circle the first issue
Write clearly the results that must be delivered this time, and also indicate the content that is not included yet.
- 03
Complete quotation information
Once the budget, time, interface and acceptance requirements are all in place, the owner can estimate the workload.
One page project brief
Six Questions Before We Start.
01 Projects and existing infrastructure
- 01.1
What do you most want to deliver this time?
Describe the system to be built, its main users, and the business capabilities that you hope to improve or add.
- 01.2
What do you already have on hand?
List existing requirements documents, procurement documents, prototypes, demos, materials, interfaces or existing systems.
- 01.1
02 Undertake scope and investment plan
- 02.1
What tasks are given to us?
For example, product and interaction, front-end and back-end development, model access, system integration, deployment, testing and handover.
- 02.2
What is the approximate budget and time?
Describe the budget range or investment upper limit for the first period, the planned launch, trial or launch time, and the internal nodes that have been determined.
- 02.1
03 Business and acceptance conditions
- 03.1
Who will push forward together?
Indicate the owner of business, technology, procurement or acceptance, and the departments that need to participate in the confirmation of the plan.
- 03.2
What are the requirements that must be followed?
List deployment, security, procurement, confidentiality, intellectual property, acceptance, external disclosure scope and human confirmation requirements that must be retained.
- 03.1
You can copy the text or download the Word file and fill it in directly.
After copying, you can paste it into your own document to add it.
Keep the Brief Clear