7/9/24, 8:11 AM Notes - Evernote
Title
Details
Project Title
Purpose
Main Goals
Project
Manager
Team Members
Teams Involved
Project Risks
Materials &
Reference
Information
Ideas
Sketches & Brainstorming
Pro-Tip ––––––
Use Evernote's audio recording feature to record your meetings. You'll be able to replay key
discussions and make sure no detail is missed!
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NOTE: Before using Evernote’s audio recording feature to capture any conversation, be sure to
understand whether applicable laws require you to obtain permission from anyone you would
be recording.
Notes
Timeline
Start Date
Total Duration
Completion: Desired
Delivery Date
Completion: Required
Delivery Date
Milestones
Milestone Start Date Due Date Done?
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Pro-Tip ––––––
Set Evernote reminders for every due date
Milestone Notes
Milestone
Responsible
Supporters
Documents
Notes
Milestone
Responsible
Supporters
Documents
Notes
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Milestone
Responsible
Supporters
Documents
Notes
Milestone
Responsible
Supporters
Documents
Notes
Milestone
Responsible
Supporters
Documents
Notes
Monthly Overview
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WEEK WEEK WEEK WEEK WEEK WEEK WEEK
DAY:1 DAY:2 DAY:3 DAY:4 DAY:5 DAY:6 DAY:7
Task Tracker
Completed Tasks Owner
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Completed
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Tasks Owner Deadline
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Notes
Closure
Actual Project
Completion Date
Notes
Summary & Review
Sign Off
Date Name Signature Notes
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Date Name Signature Notes
Date Name Signature Notes
Date Name Signature Notes
Tips for Using this Template ––––––
This Project Overview Template is designed to keep track of the essential information for your
important projects.
Be sure to share the template with all managers and team members involved with the project
so that everyone has an overview and can see the progression as your project moves forward.
The template is broken down into six main sections.
The Details Section
This will give give everyone on the project a good overview of what the project entails.
The Ideas & Planning Section
Use this when initially brainstorming the project and all of its details.
The Timeline Section
Fill out important dates, milestones and calendar items before beginning the project. When
the project is underway, continue to use this section to track progress.
Th T k T k S i
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The Task Tracker Section
7/9/24, 8:11 AM Notes - Evernote
Outline important tasks with their associated information before and during your project.
The Closure Section
This will help round out the project and track it’s success as well as areas that need to be
improved in the future.
The Sign Off Section
Have key members and managers sign off on the project to ensure accountability and
completion.
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