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Project brief

Formal document from a kickoff: context, scope, stakeholders, milestone plan, identified risks and next steps.

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Cuándo usar esta plantilla

  • After a new project kickoff with a client
  • After an internal scope definition session
  • To formalize what was discussed in an exploratory meeting

Qué incluye

  • Project context and objective
  • Scope (in/out)
  • Identified stakeholders and roles
  • Milestone plan with dates when mentioned
  • Risks identified during the meeting
  • Assigned next steps

Ejemplo de output

# CRM Migration project brief

## Context and objective
Replace the current CRM with a solution better adapted to the consultative sales cycle.

## Scope
- In: migrating 12K contacts, integration with email and calendar
- Out: billing integration (separate Q2)

## Stakeholders
- Sara (sponsor)
- Diego (tech lead)
- Marta (operations)

## Milestone plan
- Vendor selection: Nov 30
- Pilot: Dec 15
- Go-live: Jan 31

## Risks
- Sales team adoption
- Data quality on export

Output ilustrativo. El resultado real lo genera la IA a partir del contenido específico de tu nota.

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