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Flexible initiative tracker quick start
All initiatives
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Initiative details
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Product X
Improve close rates
For Persona Y
Projected sales
Sales partnership
Campaign design
GTM collateral
Customer engagement
Q2 reporting
Product revenue
Share happiness campaign
Social Media
A sub product
Brand design
Offsite budgeting
Product X
Team
Product
Owner
Stage
Active
Progress
000
60Start date
Jul 8
End date
Aug 5
All statuses
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1
2
3
4
Date
Status
Description
8/12
🟡 At risk
Supply chain issue being resolved.
8/5
🟢 On track
Need to sync with Mobile for revised requirements
7/29
🟢 On track
All on track and going forward.
7/15
🟢 On track
Syncing with Marketing for launch brief
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Initiative Description / Brief
What are the problems you're trying to solve? What's the background context?
Type /project brief to insert this template anywhere in the doc.
💡 Idea overview
Provide a concise explanation of the idea. Include a rough sketch if possible.
🛤 Alignment
How does this initiative tie into team and company goals?
❓ Problem
What's the underlying problem we've observed? Key examples to demonstrate? How will this create value for our customers?
📐 Measurement
Can we validate or benchmark early in the process? How are you going to test that we've enabled the user to do X?
💰 Time & budget
How long will this take? What resources are needed?
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