Use this worksheet every time you delegate a project, decision, or task with real ownership.

📅 Core Project Details

• Start Date:
• Due Date:
• Timebox (Max hours to spend):
• Other Stakeholders Involved:

🎯 Desired Outcomes & Scope

• 👍 Must Have (non-negotiable deliverables):
• 🤔 Nice to Have (bonuses or stretch goals):
• 🛑 Not in Scope (what to avoid):

🖌️ Context

• Why is this important? e.g. This supports our Q3 goal of improving activation rate.
• Why now? e.g. We’re behind target and this is a known bottleneck.
• How does it connect to bigger goals? e.g. Ties to Company OKR: Reduce churn by 15%.
• Priority relative to other responsibilities e.g. Top priority for this week. Delay weekly ops report if needed.
• Where/how will this be used? e.g. Will be presented in exec meeting / sent to partners / published in our Help Center.

🧭 Milestones & Support

• 🏁 Key Milestones or Check-ins:
  • Midpoint review (Date: ______)
  • Final review (Date: ______)
• 🤝 How I’ll support you: e.g. Available for async review. Will unblock anything within 24 hours.
• 📲 You should reach out when…
• 📚 Resources/Examples:
  • [Link to past version or example]
  • [SOP or Loom video]
  • [Template file or doc]

📬 Delivery & Debrief

• Delivery Format & Location: e.g. Final doc in Google Drive, shared in #ops Slack channel.
• How we’ll debrief: e.g. Quick Loom or 15-min async comment review.
• Next steps after delivery: e.g. This feeds into the onboarding automation flow next sprint.