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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.

Related Content


  • Missing comment
    Mike Bernier | 12-18-2009

    FYI: Your PM-Lite link on this page does not work.
    Thank you.

    • 9eb6a2810126f534ebf65557616f34d1 comment
      Info-Tech Research Group | 10-21-2011

      This link has been fixed. Thanks


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