Gusto's GusTools Playbook

Explore

Build a Plan

Project Plan

Articulate key goals and deliverables of a new project. Click one of the pages below to get started.

Business Requirements

Requirements document used to ask for bandwidth / support from a specific team or initiative.

Project Management Tracker

Log and monitor all tasks + owners, scheduling, dependencies, and any risks/issues/decisions. Click one of the pages below to get started.

After greenlighting the idea (we use a decision-making framework similar to

Gokul's SPADE toolkit⁠

), it’s time to crystallize the project scope and resources. You should be able to answer the question “How difficult will this be to pull off and how long will it take?”

We use this

Project Plan⁠

to summarize the project requirements, key outcomes, constraints/risks, and high-level plan. This is a critical step in streamlining your efforts and making sure the right people are involved from the get-go. We’ve found this

Business Requirements⁠

is helpful when you need to unblock resource constraints and align expectations with key partners on their role and deliverables.

Lastly, set up the

Project Management Tracker⁠

based on your agreed upon deliverables, milestones, scope, and resources. Consider what audits, checkpoints, and controls you will have in place throughout the project to ensure that you’re aiming higher.

Make a copy of just the Project Plan doc

here⁠

Make a copy of just the Business Requirements doc

here⁠

Make a copy of just the Project Management Tracker doc

here⁠

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