Explain who your client is and what they do. This will be helpful for the team to have an overall idea about the brand and what the company stands for. Here are some details to include in the client profile:
Company mission and vision
Describe the project thoroughly - down to the last detail! It's super important that each member of your team has a clear idea of the project and understands their role in the process.
What is the project about?
What are some of the client's expectations with this project?
Is there specific information about the project that the team should know?
What details about the project did the client highlight when discussing the logistics?
Set SMART objectives for your project:
Specific: Who? What? Where? Why? When?
Measurable: What are the metrics? Any numbers or percentages to reach?
Achievable: Do you have resources and skills to reach the goal you are setting?
Realistic: Does it match your organization's overall goals?
Timely: When will you finalize this project?
A project's success will be measured depending on whether the objectives are reached or not, so it's critical to have clearly defined goals.
Before you start working on the project, you'll need to study your client's target audience. Generally, the client will provide some insights, but you'll need to do your own research so you have a full understanding of the audience. Knowing who the target audience is, what they're interests are and what channels they can be reached on will help you to meet the objectives you listed above and improve the overall effectiveness of your project.
Define the client's user persona. (Age, gender, income level, education level, behaviors, preferences)
20% Segment 1
20% Segment 2
20% Segment 3
20% Segment 4
20% Segment 5
Project Step 1
Project Step 2
Project Step 3
The work you'll put into this project and the resources you have access to will shape the scope of the project. In order to define your project scope, you need to know the objectives, tasks, budget and due dates. You will also need to explain
what is included and not included in this project. This should be a clear, concise
and specific statement.
What tasks/jobs/objectives will be in scope? Give details.
OUT OF SCOPE
What ideas or practices are out of scope? Report your notes clearly for the team.
Success factor 1
Success factor 2
Success factor 3