Purpose: To launch and execute projects with speed, clarity, and coordination — without the chaos.

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🧠 Why This Matters

SaaS teams move fast, and without clear roles, scope, and timelines, things break. This project planning framework ensures:

• Everyone knows their role (Driver, Approver, etc.)
• Outcomes are clearly defined before starting
• Scope is managed intentionally (no surprises)
• Progress is tracked across milestones

Use this template before kicking off any initiative that touches multiple teams, impacts customers, or has multiple moving parts.

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✅ Project Plan Overview

Section	Purpose
Driver	The person responsible for driving execution
Approver	The person who signs off before launch
Contributors	People actively doing the work
Informed	Stakeholders who need updates only
Objective	What success looks like
Due Date	When the project should ship
Key Outcomes	The specific results expected
Status	Current status: Not Started / In Progress / Complete

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🧠 Problem Statement

What problem are we solving with this project? Why does it matter?

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✂️ Scope

Must Have (Non-Negotiable Features or Deliverables):

Nice to Have (Stretch Goals):

Not in Scope (Clarify What’s Out):

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🗓️ Timeline & Tasks

Task	Status	Due Date	Notes
	☐ Not Started ☐ In Progress ☐ Complete
	☐ Not Started ☐ In Progress ☐ Complete
	☐ Not Started ☐ In Progress ☐ Complete

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📆 Milestones & Deadlines

Milestone	Owner	Deadline	Status
			☐ Not Started ☐ In Progress ☐ Complete
			☐ Not Started ☐ In Progress ☐ Complete
			☐ Not Started ☐ In Progress ☐ Complete

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📁 Reference Materials

Link to relevant files, assets, design mocks, docs, or spreadsheets.

• [Link to doc or asset 1]
• [Link to doc or asset 2]
• [Link to design files, dashboards, etc.]

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📋 Blank Project Plan Worksheet

Here’s a ready-to-use worksheet version for team planning:

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🧑 Roles

• Driver:
• Approver:
• Contributors:
• Informed:

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🎯 Objective & Outcomes

• Objective:
• Due Date:
• Key Outcomes:
• Status: ☐ Not Started ☐ In Progress ☐ Complete

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🤔 Problem Statement

What are we trying to solve?

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✂️ Scope

• Must Have:
• Nice to Have:
• Not in Scope:

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🗓️ Timeline & Task Tracker

Task	Status	Due Date	Notes
	☐ Not Started ☐ In Progress ☐ Complete
	☐ Not Started ☐ In Progress ☐ Complete
	☐ Not Started ☐ In Progress ☐ Complete

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🏁 Milestones

Milestone	Owner	Deadline	Status
			☐ Not Started ☐ In Progress ☐ Complete
			☐ Not Started ☐ In Progress ☐ Complete

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📁 Reference Materials

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