Gusto's GusTools Playbook
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Scope a New Project

Project Assessment

To evaluate the feasibility of launching a new project.
Project Name: [Your project name]
Date Created:
5/5/2020
(will automatically update)
Last Updated:
6/28/2022 11:31:47 PM
(will automatically update)
Questions: al@codadoc.io
What is happening
💡 Tip: Be objective. Focus on the facts of the matter and include how you identified the problem/opportunity (e.g. reviewed internal documents, talked to relevant stakeholders). Quantify whenever possible.
Current state
Issue #1. Description (include any #s or metrics if available).
Issue #2. Description (include any #s or metrics if available).
Issue #3. Description (include any #s or metrics if available).
What should be happening
💡 Tip: This should answer “What does a successful outcome look like?”
Ideal future state
Outcome #1. Description
Outcome #2. Description
Outcome #3. Description
What needs to be done
💡 Tip: Based on your interviews/research/data analysis, what ideas do you have to address the problem at hand and which actions are of the highest priority. Try to quantify the impact of these actions when possible -- don’t worry about being exact, just a rough ballpark/estimate works!
Specifically we need to
Action item. Description. [Name dependency]
Why it matters/goal
Action item. Description. [Name dependency]
Why it matters/goal
Action item. Description. [Name dependency]
Why it matters/goal
Potential impact
xx customers/Gusties impacted
$xx in ARR generated/saved
produxx hours of work saved
xx in headcount

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