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Project Summary

Start your project right

Jeremy Olson

Idea

Concise explanation of the idea (ideally include a rough sketch)

Alignment

How does this initiative tie to broader team or company goals (also see this related

impact map template⁠

Problem

What's the underlying problem we've observed? Key examples to demonstrate?

How will this create value for our customers?

User-based job or tasks

What should customer be able to do when this initiative is 'done?'

What job do we think we're solving?

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?

Non-goals

What are the related goals we could do but are not going to?

Time & Budget

How long will this take? What resources will this take?

Braintrust

Who are the people in the company that you should look to for guidance or feedback?

How will you engage them in what you're building?

Pro Tricks

Cover photo: scroll up and hover over the top of the doc to click

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Comments: Select some text and click

⁠

in the toolbar to add a comment

Pulse check: Get a quick pulse check on any writeup or meeting by typing /sentiment and adding a "Team Sentiment Tracker"

Topic voting: presenting this summary in a meeting? Type /topic voting to ask attendees to submit and vote on topics to discuss

Done reading: type /read to insert an "I've read it" button.

🐇 Go down the rabbit hole

New columns: Try adding a "Due date"

column⁠

to the Action Items table

My action items: copy and paste the Action Items table to get a new

view⁠

of that table, then

filter⁠

the view to just the action items assigned to you

Keyboard shortcuts

Try hitting space after these characters to see some magic

[ ] → checkbox (try below, and remember to put a space between the brackets)

* → bulleted list

## → medium header

:smile: → emoji

ctrl + / (Mac) or ctrl +shift + / (windows) → see all shortcuts

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A few of the 25,000+ teams that 🏃‍♀️ on Coda.

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Coda is an all-in-one doc for your team’s unique processes — the rituals that help you succeed. Teams that use Coda get rid of hundreds of documents, spreadsheets, and even bespoke apps, to work quickly and clearly in one place. This template is a Coda doc. Click around to explore.

Find out how to Coda-fy your rituals.

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Connect with a Rituals Architect

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