Initiative Brief Template

Customer success Managers Marketers Software teams

When you need to lead an initiative, you need to make sure everyone is on the same page from the start. Before starting work on your initiative, you can create a task with this template and tag the people who’ll be responsible for each stage of the initiative. Check out the tips section for some of the things you can do to get the most out of this brief.

Title

[Project Name] Brief

Description

Goal: What are you trying to achieve?

How are we going to accomplish this?

Summarize your strategy in a few, actionable steps. Who’s going to be involved at each stage?

What is the need being solved?

Are you planning to shore up your blog content? Improve your conversion rate? What are you trying to achieve?

Metrics to measure outcome

How are you going to show that this initiative was successful? Increased page views on your website? Increased sign-up rate? Lower churn-rate?

Dependency (if any) from other teams

Which teams are helping you with this initiative? Mention them here, and include the name of someone from that team.

What is the output?

What is the end result of this initiative? A piece of content? A new kind of training?