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TemplatesWork & projects · Project proposal

One-page plan

When you propose new work, sum up the background, goals, scope, schedule and risks on one page, and record the review outcome as a decision

What's inside · Table 4 · Polls & decisions 2 · Checklist 3

Preview · a new document starts like this

One-page plan

Proposed by
Not set
Decision due date
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Budget
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Status
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Write the background and problem in three lines, then add one way to measure success to the goals table.

Background and problem

In three lines, write why you want to do this now.

•

Describe the current problem in one sentence.

•

Write what happens if you don't do it.

Goals and success criteria

Write what you'll count to confirm success when it's done.

GoalHow to measureTargetNumberDue dateDate
Grow the number of usersWeekly active users100Empty
Cut handling timeAverage handling time per case (min)10Empty
Raise satisfactionAverage survey score (out of 10)8Empty
Row 1
Goal
Grow the number of users
How to measure
Weekly active users
Target
100
Due date
Empty
Row 2
Goal
Cut handling time
How to measure
Average handling time per case (min)
Target
10
Due date
Empty
Row 3
Goal
Raise satisfaction
How to measure
Average survey score (out of 10)
Target
8
Due date
Empty

Scope

Separate what's in this round from what isn't.

ItemIncludedLabelsAssigneeAssignee
Build the core featuresIncludedEmpty
Write the guideIncludedEmpty
External integrationsLaterEmpty
Full design overhaulExcludedEmpty
Row 1
Item
Build the core features
Included
Included
Assignee
Empty
Row 2
Item
Write the guide
Included
Included
Assignee
Empty
Row 3
Item
External integrations
Included
Later
Assignee
Empty
Row 4
Item
Full design overhaul
Included
Excluded
Assignee
Empty

Event

Write the start, end and deliverable for each stage.

Event

StageStart dateEnd dateAssigneeStatusDeliverables
ReviewNot setNot setNot setNot setVersion with review feedback
PrepNot setNot setNot setNot setConfirmed scope and schedule
PublishNot setNot setNot setNot setLaunch announcement
First buildNot setNot setNot setNot setWorking draft
Review
Start date
Not set
End date
Not set
Assignee
Not set
Status
Not set
Deliverables
Version with review feedback
Prep
Start date
Not set
End date
Not set
Assignee
Not set
Status
Not set
Deliverables
Confirmed scope and schedule
Publish
Start date
Not set
End date
Not set
Assignee
Not set
Status
Not set
Deliverables
Launch announcement
First build
Start date
Not set
End date
Not set
Assignee
Not set
Status
Not set
Deliverables
Working draft

Risks and responses

Write down the risks you can see coming and how you'll respond.

RiskLikelihoodLabelsResponseAssigneeAssignee
Schedule slipsMediumCut scope and release firstEmpty
Owner unavailableLowName a backup in advanceEmpty
Over budgetMediumUse in-house resources instead of outsourcingEmpty
Row 1
Risk
Schedule slips
Likelihood
Medium
Response
Cut scope and release first
Assignee
Empty
Row 2
Risk
Owner unavailable
Likelihood
Low
Response
Name a backup in advance
Assignee
Empty
Row 3
Risk
Over budget
Likelihood
Medium
Response
Use in-house resources instead of outsourcing
Assignee
Empty

Review outcome

Reviewers vote, and the result goes in the decision.

Poll · Draft

Shall we go ahead?

  • Go ahead
  • Revise and review again
  • On hold
People can take part once the owner publishes it in the new document.
Decision draft

Review outcome

☐

Wrote how to measure each goal and its target.

☐

Made clear what's excluded or saved for later.

☐

Recorded the review outcome in the decision.