To help you with this process, we’ve created a number of assets to keep you on track. We recommend you create internal versions of these that you can adapt to YOUR business process.

Spreadsheets / Docs are a good start, but over time, you'll want this content to live in a proper project management tool like the following:

  • Jira Projects
  • Asana Boards
  • Github Projects
  • ServiceNow Ideas
  • Azure DevOps
  • Notion

Idea Tracker

Keep track of ideas that you want to scope / build

(Google Sheets) (XLSX)

Project Plan

Align cross-functional teams on the scope of what is getting built

(Google Docs) (DOCX)

👔 Need help? Request Project Planning Session

Delivery Schedule

Single source of truth to keep projects on track

(Google Sheets) (XLSX)

👔 Need help? Request Project Planning Session