Structure
Template Sections
1
Project Overview
Scope, objectives, and deliverables
2
Team Introductions
Roles and responsibilities
3
Timeline & Milestones
Project schedule and key dates
4
Communication Plan
Meeting cadence and updates
5
Success Criteria
How we measure project success
6
Next Steps
Immediate action items
Project Overview
Project scope, objectives, key deliverables, and high-level approach.
Team Introductions
Team members from both sides, their roles, and primary points of contact.
Timeline & Milestones
Project timeline, key milestones, important deadlines, and phase breakdown.
Communication Plan
Meeting cadence, status update frequency, escalation process, and communication channels.
Success Criteria
Clear definition of project success, acceptance criteria, and quality standards.
Next Steps
Immediate action items, required information from client, and next meeting schedule.