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Project Template

⚡Happy Technology

May 10, 2021

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Before I begin any project, I take the time to fill out the project plan outlined below. This not only helps me flush out what the desired outcome looks like, but more importantly it sheds light on the impact and importance of the project.

Sometimes, after filling out the project plan, you realize that there is no real problem, or that there isn’t a big enough WHY... So you scrap the project.

After having defined a clear Success Criteria and clarifying Why the project is important, you can more easily delegate it because they’ll have the necessary context they'll need to autonomously and successfully complete the project.

Project Plan

🤔 What?

What problem are you going to solve?

[Answer Here]

🔭 Why?

Why is this important?

[Answer Here]

🍾 Success Criteria

What specific results must be true for this project to be a success?

[Answer Here]

👥 Your Whos

Who can help you achieve this?

[Answer Here]

👤 Project Manager

Who is going to manage this project? Maybe there's a Who for that too...

[Answer Here]

🏃‍♂️ Next Action

What is the single next action to push this project forward?

[Answer Here]

💡
NOTE: Whenever you're finished your work session for this project, ALWAYS update the "Next Action" field below with the single next action needed to push this project forward.

That’s it!

What if the project is really large and requires smaller projects within?

The process is quite similar:

  1. Create a project plan for the vision
  2. Turn your success criteria into projects
  3. Create a project plan for each of the projects

Now you have a clearly defined vision, along with clearly defined projects that you can delegate to your Whos.

Additional Constrains

If you'd like to define the project further, you can add the following constrains to both the vision and nested projects:

  • Project Timeline
  • Budget

There you have it. Now get cracking! 🚀

PS. Whenever you're ready... Here are three more ways I can help you become your most productive self:

  1. Access my Free Notion Task Manager → Get Access
  2. Get my Notion Personal OS to manage your business & personal life → Learn More
  3. If you need help mapping, creating & optimizing your systems → Work With Me
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