Defining a project, along with its goals, objectives, and key deliverables clarifies and aligns project expectations for all involved parties. Agreement on important project details signals the transition to begin the project work. This tool outlines the vital project details, such as:

• The project purpose, scope, requirements, and timing.
• Key success factors.
• Risk identification.
• Project stakeholders.
• Communication plans.
• Project approvals.

Use this template to summarize and communicate essential project information before the task work officially begins.

For more guidance with a project management process that alleviates costs and fits the needs of small to mid-sized projects, see the complete set of tools in the OptimizeIT program, PM Lite.