Created: [Date]
Effective Date: [Date]
Executive summary
In 2 sentences what is this project about?
Background
What led up to this project? Why is it important? What impact will it have on the business?
Problem statement
What problems are we trying to solve?
Objective
The Objective is the goal you want to achieve—increase brand awareness, create the lowest carbon footprint in your industry, that sort of thing.
Key Performance Indicators - KPI's
A single data point or ‘health metric’ to track and monitor performance of a business as usual process.
Critical Drivers (Actions)
Key Actions / Input / Lead Measures
Critical drivers are the actions that need to be done in order to achieve the KPI result.
100% VA to client matching success rate Screen 40 VA Candidates per month Assure 90% Attendance Rate for VA Screening Interviews 100% of VAs to client matching success rate 90% Daily & Monthly Attendance Rate for VAs with Clients 90% Retention Rate for Onboarded & Placed VAs
Definition of Done
Describe what's true if it's working. It's the outcome (not detailing the how).
How will you know it is done? If a project manager completed only this, would you be happy