Use this template whenever you need to think through a business decision — whether it's a new project, a tool switch, a process change, or anything that requires intentional planning. Answer as much or as little as you want.

Make sure you make a copy each time!

Project Title: Title goes here.

What is the goal of this project?

Type your response here.

How is this helping my business?

Type your response here.

What are the time constraints or considerations?

Type your response here.

What is the associated cost?

Type your response here.

Why now? Why do I have to tackle this project now versus waiting until later?

Type your response here.