Content
01 Initiation 05 Project-Brief-Template
Project Brief Template
This Project Brief Template is free for you to copy and use on your project
and within your organization. We hope that you find this template useful and
welcome your comments. Public distribution of this document is only permitted
from the Project Management Docs official website at:
Project Brief
<Project Name>
Company Name
Street Address
City, State Zip Code
Date
Project Brief
A project brief is a one-page, high-level overview of a project. The project brief varies according to the needs of the organization but includes elements such as the project objectives, scope, timeline, deliverables, target audience, and success criteria.
Essentially, it is an outline of the project that serves as a quick reference and guiding light for the team and other stakeholders. It should be specific enough to convey important points and yet concise enough to be considered “brief.”
PROJECT NAME |
Jones Accounting Customer Tax Document Portal |
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PROJECT MANAGER |
Jane Rogers Software Solutions |
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START DATE END DATE |
11/15/20xx 10/15/20xx |
BUDGET |
$xxxxxx.xx |
PROJECT OVERVIEW |
Jones Accounting needs a document portal to ease the tax processing burden of their clients in the small and medium business category. The portal will allow clients to upload documents directly to their secure account as time allows, knowing that a professional staff member will process the documents and keep their tax payments on track. It also provides a safe place to store past tax returns and documentation that can be accessed by the client at any time. |
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OBJECTIVES |
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SCOPE |
Create a website portal with secure and sufficient cloud storage to handle new demand. |
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DELIVERABLES |
User Interface Design Working Website Training Class and Manual Test and Acceptance Document |
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SUCCESS CRITERIA |
75% Client Uptake by 3/1/xx |
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TARGET AUDIENCE |
Small and Medium Businesses Small and medium business owners often wear many hats. Without a full-time accountant on staff, they worry about meeting tax deadlines and paperwork. Handing off this burden will give them peace of mind and free up valuable time. Learning to work with a new system may be more easily adopted if it starts at the beginning of a new tax year. |
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Sponsor Acceptance
Approved by the Project Sponsor:
__________________________________________ Date:__________________________________________
<Project Sponsor Name>