Project Summary Template

    DELETE AFTER READING: Here's a generic template that you can outline and share with Scribe.

    • Project Name:

    • Project Leader:

    • Prepared By:

    • Date: 

    Project Overview

    Provide a brief statement about the specific need the project meets and why it’s essential.

    Objectives

    Describe the project’s end result and how it fulfills the above need.

    Scope

    List the primary deliverables the team will need to complete and define any limitations they must stay within as they do their work.

    Project Schedule/Timeline

    Concisely state how long the project should take to complete.

    Milestones

    List incremental goals the team must meet to deliver the desired end result.

    Workflow

    Describe the processes the team will follow to reach each milestone. Include diagrams that visualize workflows and indicate who’s involved in each step.

    Click to replace with a Scribe or Page

    Project Budget and Resources

    State the project budget and explain how the team will allocate it. For example, list headcounts, equipment costs and material costs.

    Risks and Mitigation Strategies

    Provide a list of potential challenges the team might face, such as foreseeable delays or budget concerns.

    Key Performance Indicators

    List the primary metrics you’ll use to track the project’s progress.