Create a document
Preferably in Google Docs, or another editable and easily accessible format.
Create a general description
Define a clear project/initiative goal and success indicators
Together with the client, stakeholders, or the team, define a clear business goal and write it down in such a way that it is short, understandable, and specific, e.g.:
Goal: creation of a new line of SLA services by the end of Q3 2024 aimed at generating additional revenue of PLN 20,000 per month. Remember about measurable success indicators, e.g.: revenue increase by 10%, decrease in absenteeism to 5%, etc.
It is also worth establishing a “silver and bronze medal”, i.e. e.g.: revenue increase by 10% – gold medal, by 8% (ok, but not perfect) silver medal, 5% – bronze medal.
Define other important project-related information
Define and clearly list other important information related to the project, e.g.:
Person responsible for the project, milestones, necessary tools, next steps, links to folders and other materials.
Place the document in an easily accessible place
Place the document in an easily accessible place, e.g., a project folder.
