Pre-Alignment Feedback

Optional but recommended. Gather input & questions from key stakeholders (end of doc) before the first meeting to understand the needs, pain points and red-flags from other teams. This top section is the sign-off to signal they have reviewed.

Document Review Status


What is this?

2-3 sentence summary so people “get it” in a few seconds. What is this? Who’s it for? Keep it simple. Explain it like you would to a friend.

Why does it matter?

Purpose. What problem does this solve? What bigger company goal does it support?

What does success look like?

Imagine someone saying “this went really well”, what will have happened? What change will this create (for our customers or business?) How will we measure the success? (if known, main KPIs)

Deliverables / Activities

How will we get to that success? This is the point A to point B.

Dependencies & Risks

For this to work we need

Cleary define factors needed to be met in order for the project to be a success.

These things might happen

List out the major risks involved so you're prepared if they come.