<aside> 💡 This template is designed as a standalone document for individual projects. It could also be used as a sub-page within a database tracking a roadmap of initiatives – for example, try combining with Buffer’s OKRs.

</aside>

Table of Contents

1. Define

Goals

<aside> 🛗 Elevator pitch for the initiative: what problem will you solve? How does this tie into the company’s overall strategy?

</aside>

Success Metrics

<aside> ✅ How will you measure success? Be specific about the metric(s), timeframe, source data, and methodology.

</aside>

Non-Goals

<aside> ⛔ Avoid confusion by making clear what you won’t be focusing on.

</aside>

Market or Audience

<aside> 👯 Who are you targeting? What attributes does the target audience have?

</aside>

Team

<aside> 👥 Who’s working on this? List all contributors, their roles, and decisions they’re empowered to make in cases where the team is divided.

</aside>

Name Role Decision-Making Responsibilities
Example Person 1 Product Manager Final decision on scope and go-to-market rollout
Example Person 2 Designer Final decision on design solution
Example Person 3 Tech Lead Final decision on technical implementation plan
Example Person 4 Frontend Engineer
Example Person 5 Platform Engineer
Example Person 6 User Research Interviewee

Dependencies

<aside> 🔑 Is the project’s success dependent on another internal initiative, or external circumstances?

</aside>