Company Name

Year / Quarter / Month

Project kickoff
presentation
Use this space for legal copy. Explain if the information is confidential,
who can read this deck, etc.
Company Name
Year / Quarter / Month

Project kickoff
presentation
Use this space for legal copy. Explain if the information is confidential,
who can read this deck, etc.
Company Name
Year / Quarter / Month

Project kickoff
presentation
Use this space for legal copy. Explain if the information is confidential,
who can read this deck, etc.
Company Name

Contents
1.
Add section title

2.
Add section title

3.
Add section title

4.
Add section title

5.
Add section title

6.
Add section title

Year/Quarter/Month
Company Name

Meet the
team
Full Name Full Name
Title Title

Full Name
Title

Year/Quarter/Month
Company Name

Meet the team

Full Name Full Name Full Name

Title Title Title

Write a brief bio for this team Write a brief bio for this team Write a brief bio for this team
member. Mention their member. Mention their member. Mention their
background, area of expertise, background, area of expertise, background, area of expertise,
and what their responsibilities and what their responsibilities and what their responsibilities
will be on this project. will be on this project. will be on this project.

Year/Quarter/Month
Company Name

A statement about what

inspired this project: a
challenge, a goal, or a vision.
Think about your audience.

Some will already know about the project. Others will be

hearing about it for the first time.

This is your opportunity to make sure everyone is on the

same page.

Year/Quarter/Month
Company Name

A statement about
what inspired this
project: a challenge,
a goal, or a vision.
Think about your audience.

Some will already know about the project. Others will be

hearing about it for the first time.

This is your opportunity to make sure everyone is on the

same page.

Year/Quarter/Month
Company Name

Project roadmap

Goal
Step 1 Step 2 Step 3 Step 4

What steps must Remember, this is For example, mention You can also
the team take to a high-level the project kickoff, describe phases,
Finally, describe what
reach their summary. Focus the first delivery, like strategy,
needs to happen for
on key milestones. go-live date, etc. concepting, etc.
business goals? the project to reach its
conclusion.

Year/Quarter/Month
Company Name

Project roadmap
Goal
Finally, describe
Step 5 what needs to
happen for the
Step 4 You can also project to reach its
For example, describe phases conclusion.
Step 3
mention the like strategy,
Step 2 Focus on key project kickoff, the concepting, etc.
milestones, first delivery,
Remember, this is meetings and
Step 1 go-live date, etc.
a high-level events.
What steps must summary, not a
the team take to detailed view.
reach their
business goals?

Year/Quarter/Month
Company Name

A headline about Problem 1

the challenges Describe a problem or challenge currently

affecting your market, your customers, or
your company.

you’re facing
Problem 2
Describe a problem or challenge currently
affecting your market, your customers, or
your company.

Year/Quarter/Month
Company Name

Facing the challenges ahead

Potential challenge How we’ll respond

Describe a challenge that

Explain the specific steps the team will take to
1 might come up during the
mitigate this challenge.
project

Describe a challenge that

Explain the specific steps the team will take to
2 might come up during the
mitigate this challenge.
project

Describe a challenge that

Explain the specific steps the team will take to
3 might come up during the
mitigate this challenge.
project

Year/Quarter/Month
Company Name

Describe a How we’ll address or avoid this challenge

challenge that Step 1 Step 2 Step 3

might come up
Describe how the team Describe how the team Describe how the team
will mitigate this will mitigate this will mitigate this
challenge. Use specific challenge. Use specific challenge. Use specific

during the and actionable steps. and actionable steps. and actionable steps.

project.

Year/Quarter/Month
Company Name

The solution

This is where the project

comes in: solve the
problems that you
identified.
Introduce your project and explain how it addresses the
challenges in the previous slide.

Provide a high-level summary of what you’ll be discussing in

this presentation.

Year/Quarter/Month
Company Name

The solution This is where the project comes in: solve the
problems that you identified.
Introduce your project and explain how it addresses the
challenges in the previous slide.

Provide a high-level summary of what you’ll be discussing in this

presentation.

Year/Quarter/Month
Company Name

Persona name
“Quote the persona on their needs and wants. This can be a fictional line or an
excerpt from a user interview.”

Think about a hypothetical user or customer (a

Motivations
persona) who represents an audience segment.
Driver 1
Introduce your persona, who they are and where
they come from. Driver 2
Driver 3
The individual might be fictional, but the insights
should be derived from your audience research. Role
Tech skills
Age

Device 1 Device 2 Profession

Goals Location
App 1 App 2
1. What do they want to achieve? Motivation
2. What do they care about?
3. What solutions are they looking for? Favorite Education
brands Add logo Add logo

Year/Quarter/Month
Company Name

Introduce your persona

or target audience
Persona name Needs and motivations
Introduce a persona, or What does your persona want, and what do
fictional character, that they care about?
represents your target
audience. Pain points

Age: What challenges does your persona face?

What are their concerns?
Profession:
How we can help
Describe how your product meets the
needs of your persona and addresses their
pain points.

Year/Quarter/Month
Company Name

How we’ll measure the

success of this project
Communication Marketing objectives Business objectives
objectives

A brief description of the A brief description of the A brief description of the

key performance indicator key performance indicator key performance indicator
(KPI) (KPI) (KPI)

Goal: 00% Goal: 00% Goal: 00%

A brief description of the A brief description of the A brief description of the

key performance indicator key performance indicator key performance indicator
(KPI) (KPI) (KPI)

Goal: 00% Goal: 00% Goal: 00%

Year/Quarter/Month
Company Name

Communication Write a few words about your communication goals for

this project.
objectives

1 2 3 4
Objective title Objective title Objective title Objective title

Communication Communication Communication Use design elements

goals might include: goals might include: goals might include: to highlight key
increasing brand increasing brand increasing brand objectives or final
awareness, improving awareness, improving awareness, improving outcomes. This will
how your teams work how your teams work how your teams work draw your audience’s
together, or getting together, or getting together, or getting eye towards the
more consistent more consistent more consistent objective.
feedback from feedback from feedback from
stakeholders. stakeholders. stakeholders.

Year/Quarter/Month
Company Name

Business Write a few words about your business goals for this
project.
objectives

1 2 3 4

Objective title Objective title Objective title Objective title

Business goals might Business goals might Business goals might Business goals might
include: driving sales include: driving sales include: driving sales include: driving sales
growth, reducing costs, growth, reducing costs, growth, reducing costs, growth, reducing costs,
boosting productivity, boosting productivity, boosting productivity,
boosting productivity,
or streamlining internal or streamlining internal or streamlining internal
processes. or streamlining internal processes. processes.
processes.

Year/Quarter/Month
Company Name

Marketing Write a few words about your marketing goals for this
project.
objectives

Objective title Objective title

Marketing goals might include: reaching Marketing goals might include: reaching
1 new audiences, generating new leads 2 new audiences, generating new leads
and sales, or strengthening existing and sales, or strengthening existing
customer relationships. customer relationships.

Objective title Objective title

Marketing goals might include: reaching Marketing goals might include: reaching
3 new audiences, generating new leads 4 new audiences, generating new leads
and sales, or strengthening existing and sales, or strengthening existing
customer relationships. customer relationships.

Year/Quarter/Month
Company Name

Project roadmap

Phase 1 Phase 2 Phase 3

Objectives Use this slide to map out the Use this slide to map out the Use this slide to map out the
steps in more detail. State the steps in more detail. State the steps in more detail. State the
main objective for each phase. main objective for each phase. main objective for each phase.
Think about what needs to be Think about what needs to be Think about what needs to be
achieved. achieved. achieved.

Activities ➔ List key tasks ➔ List key tasks ➔ List key tasks
➔ Be specific and add as many as ➔ Be specific and add as many as ➔ Be specific and add as many as
you need you need you need

➔ List final outcomes ➔ List final outcomes ➔ List final outcomes

Deliverables
➔ These could be documents, ➔ These could be documents, ➔ These could be documents,
prototypes, or reports prototypes, or reports prototypes, or reports

Year/Quarter/Month
Company Name

Project roadmap

Phase 1 Phase 2 Phase 3

Objectives Use this slide to map out the Use this slide to map out the Use this slide to map out the
steps in more detail. State the steps in more detail. State the steps in more detail. State the
main objective for each phase. main objective for each phase. main objective for each phase.
Think about what needs to be Think about what needs to be Think about what needs to be
achieved. achieved. achieved.

Activities ➔ List key tasks ➔ List key tasks ➔ List key tasks
➔ Be specific and add as many as ➔ Be specific and add as many as ➔ Be specific and add as many as
you need you need you need

➔ List final outcomes ➔ List final outcomes ➔ List final outcomes

Deliverables
➔ These could be documents, ➔ These could be documents, ➔ These could be documents,
prototypes, or reports prototypes, or reports prototypes, or reports

Year/Quarter/Month
Company Name

Project roadmap

Objectives Activities Deliverables

Phase 1 Use this slide to map out the

steps in more detail. State the ➔ List key tasks ➔ List final outcomes
main objective for each phase. ➔ Be specific and add as many ➔ These could be documents,
Think about what needs to be as you need prototypes, or reports
achieved.

Phase 2 Use this slide to map out the

steps in more detail. State the ➔ List key tasks ➔ List final outcomes
main objective for each phase. ➔ Be specific and add as many ➔ These could be documents,
Think about what needs to be as you need prototypes, or reports
achieved.

Phase 3 Use this slide to map out the

steps in more detail. State the ➔ List key tasks ➔ List final outcomes
main objective for each phase. ➔ Be specific and add as many ➔ These could be documents,
Think about what needs to be as you need prototypes, or reports
achieved.

Year/Quarter/Month
Company Name

Resources
Contact list Links to key files and documents

Briefing Brand assets Other files

Full Name
Meeting minutes Style guides Other files
Title
Email Concept deck Case studies Other files
Comms plan White paper Other files

Full Name Image library Other files Other files

Title
Email

Full Name
Title
Email

Year/Quarter/Month
Company Name

RACI matrix project R

A
Responsible
Accountable

management
C Consulted
I Informed

Name 1 Name 2 Name 3 Name 4

Project stage 1 R A I C

Project stage 2 R A I C

Project stage 3 R I A C

Project stage 4 A I C R

Project stage 5 C I R A

Year/Quarter/Month
Company Name

Roadmap
Milestones

Month 1 Month 2 Month 3

W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4

Market research START DATE - END DATE

Specifications START DATE - END DATE

Planning START DATE - END DATE

Design START DATE - END DATE

Development START DATE - END DATE

Training START DATE - END DATE

Assessment START DATE - END DATE

Documentation START DATE - END DATE

Year/Quarter/Month
Company Name

Next steps
Final
Step
Step 1 Step 2 Step 3

Project
start date Date Date Date
Date
Describe an Steps can include Extensions of the
upcoming phase in further deliverables, current project, Duplicate this
the project. team check-ins, etc. client meetings, etc. slide if you
need more
steps.

Year/Quarter/Month
Company Name

Next steps

DATE Name of step 1 Describe the current phase of this project.

We’re here!

DATE Name of step 2 Describe an upcoming step, such as further

deliverables, check-ins, extensions of the
current project, etc.

DATE Name of step 3 Add as many steps as you want. Duplicate this
slide if you need more.

Year/Quarter/Month
Company Name

Let's discuss any doubts or concerns.

If something comes up later, contact

name@[Link]

Any questions?
Ask away!
Year/Quarter/Month
Thank you
Company Name

Contents
1.
Add section title

2.
Add section title

3.
Add section title

4.
Add section title

5.
Add section title

6.
Add section title

Year/Quarter/Month
Company Name

Meet the
team
Full Name Full Name
Title Title

Full Name
Title

Year/Quarter/Month
Company Name

Meet the team

Full Name Full Name Full Name

Title Title Title

Write a brief bio for this team Write a brief bio for this team Write a brief bio for this team
member. Mention their member. Mention their member. Mention their
background, area of expertise, background, area of expertise, background, area of expertise,
and what their responsibilities and what their responsibilities and what their responsibilities
will be on this project. will be on this project. will be on this project.

Year/Quarter/Month
Company Name

A statement about what

inspired this project: a
challenge, a goal, or a vision.
Think about your audience.

Some will already know about the project. Others will be

hearing about it for the first time.

This is your opportunity to make sure everyone is on the

same page.

Year/Quarter/Month
Company Name

A statement about
what inspired this
project: a challenge,
a goal, or a vision.
Think about your audience.

Some will already know about the project. Others will be

hearing about it for the first time.

This is your opportunity to make sure everyone is on the

same page.

Year/Quarter/Month
Company Name

Project roadmap

Goal
Step 1 Step 2 Step 3 Step 4

What steps must Remember, this is For example, mention You can also
the team take to a high-level the project kickoff, describe phases,
Finally, describe what
reach their summary. Focus the first delivery, like strategy,
needs to happen for
on key milestones. go-live date, etc. concepting, etc.
business goals? the project to reach its
conclusion.

Year/Quarter/Month
Company Name

Project roadmap
Goal
Finally, describe
Step 5 what needs to
happen for the
Step 4 You can also project to reach its
For example, describe phases conclusion.
Step 3
mention the like strategy,
Step 2 Focus on key project kickoff, the concepting, etc.
milestones, first delivery,
Remember, this is meetings and
Step 1 go-live date, etc.
a high-level events.
What steps must summary, not a
the team take to detailed view.
reach their
business goals?

Year/Quarter/Month
Company Name

A headline about Problem 1

the challenges Describe a problem or challenge currently

affecting your market, your customers, or
your company.

you’re facing
Problem 2
Describe a problem or challenge currently
affecting your market, your customers, or
your company.

Year/Quarter/Month
Company Name

Facing the challenges ahead

Potential challenge How we’ll respond

Describe a challenge that

Explain the specific steps the team will take to
1 might come up during the
mitigate this challenge.
project

Describe a challenge that

Explain the specific steps the team will take to
2 might come up during the
mitigate this challenge.
project

Describe a challenge that

Explain the specific steps the team will take to
3 might come up during the
mitigate this challenge.
project

Year/Quarter/Month
Company Name

Describe a How we’ll address or avoid this challenge

challenge that Step 1 Step 2 Step 3

might come up
Describe how the team Describe how the team Describe how the team
will mitigate this will mitigate this will mitigate this
challenge. Use specific challenge. Use specific challenge. Use specific

during the and actionable steps. and actionable steps. and actionable steps.

project.

Year/Quarter/Month
Company Name

The solution

This is where the project

comes in: solve the
problems that you
identified.
Introduce your project and explain how it addresses the
challenges in the previous slide.

Provide a high-level summary of what you’ll be discussing in

this presentation.

Year/Quarter/Month
Company Name

The solution This is where the project comes in: solve the
problems that you identified.
Introduce your project and explain how it addresses the
challenges in the previous slide.

Provide a high-level summary of what you’ll be discussing in this

presentation.

Year/Quarter/Month
Company Name

Persona name
“Quote the persona on their needs and wants. This can be a fictional line or an
excerpt from a user interview.”

Think about a hypothetical user or customer (a

Motivations
persona) who represents an audience segment.
Driver 1
Introduce your persona, who they are and where
they come from. Driver 2
Driver 3
The individual might be fictional, but the insights
should be derived from your audience research. Role
Tech skills
Age

Device 1 Device 2 Profession

Goals Location
App 1 App 2
1. What do they want to achieve? Motivation
2. What do they care about?
3. What solutions are they looking for? Favorite Education
brands Add logo Add logo

Year/Quarter/Month
Company Name

Introduce your persona

or target audience
Persona name Needs and motivations
Introduce a persona, or What does your persona want, and what do
fictional character, that they care about?
represents your target
audience. Pain points

Age: What challenges does your persona face?

What are their concerns?
Profession:
How we can help
Describe how your product meets the
needs of your persona and addresses their
pain points.

Year/Quarter/Month
Company Name

How we’ll measure the

success of this project
Communication Marketing objectives Business objectives
objectives

A brief description of the A brief description of the A brief description of the

key performance indicator key performance indicator key performance indicator
(KPI) (KPI) (KPI)

Goal: 00% Goal: 00% Goal: 00%

A brief description of the A brief description of the A brief description of the

key performance indicator key performance indicator key performance indicator
(KPI) (KPI) (KPI)

Goal: 00% Goal: 00% Goal: 00%

Year/Quarter/Month
Company Name

Communication Write a few words about your communication goals for

this project.
objectives

1 2 3 4
Objective title Objective title Objective title Objective title

Communication Communication Communication Use design elements

goals might include: goals might include: goals might include: to highlight key
increasing brand increasing brand increasing brand objectives or final
awareness, improving awareness, improving awareness, improving outcomes. This will
how your teams work how your teams work how your teams work draw your audience’s
together, or getting together, or getting together, or getting eye towards the
more consistent more consistent more consistent objective.
feedback from feedback from feedback from
stakeholders. stakeholders. stakeholders.

Year/Quarter/Month
Company Name

Business Write a few words about your business goals for this
project.
objectives

1 2 3 4

Objective title Objective title Objective title Objective title

Business goals might Business goals might Business goals might Business goals might
include: driving sales include: driving sales include: driving sales include: driving sales
growth, reducing costs, growth, reducing costs, growth, reducing costs, growth, reducing costs,
boosting productivity, boosting productivity, boosting productivity,
boosting productivity,
or streamlining internal or streamlining internal or streamlining internal
processes. or streamlining internal processes. processes.
processes.

Year/Quarter/Month
Company Name

Marketing Write a few words about your marketing goals for this
project.
objectives

Objective title Objective title

Marketing goals might include: reaching Marketing goals might include: reaching
1 new audiences, generating new leads 2 new audiences, generating new leads
and sales, or strengthening existing and sales, or strengthening existing
customer relationships. customer relationships.

Objective title Objective title

Marketing goals might include: reaching Marketing goals might include: reaching
3 new audiences, generating new leads 4 new audiences, generating new leads
and sales, or strengthening existing and sales, or strengthening existing
customer relationships. customer relationships.

Year/Quarter/Month
Company Name

Project roadmap

Phase 1 Phase 2 Phase 3

Objectives Use this slide to map out the Use this slide to map out the Use this slide to map out the
steps in more detail. State the steps in more detail. State the steps in more detail. State the
main objective for each phase. main objective for each phase. main objective for each phase.
Think about what needs to be Think about what needs to be Think about what needs to be
achieved. achieved. achieved.

Activities ➔ List key tasks ➔ List key tasks ➔ List key tasks
➔ Be specific and add as many as ➔ Be specific and add as many as ➔ Be specific and add as many as
you need you need you need

➔ List final outcomes ➔ List final outcomes ➔ List final outcomes

Deliverables
➔ These could be documents, ➔ These could be documents, ➔ These could be documents,
prototypes, or reports prototypes, or reports prototypes, or reports

Year/Quarter/Month
Company Name

Project roadmap

Phase 1 Phase 2 Phase 3

Objectives Use this slide to map out the Use this slide to map out the Use this slide to map out the
steps in more detail. State the steps in more detail. State the steps in more detail. State the
main objective for each phase. main objective for each phase. main objective for each phase.
Think about what needs to be Think about what needs to be Think about what needs to be
achieved. achieved. achieved.

Activities ➔ List key tasks ➔ List key tasks ➔ List key tasks
➔ Be specific and add as many as ➔ Be specific and add as many as ➔ Be specific and add as many as
you need you need you need

➔ List final outcomes ➔ List final outcomes ➔ List final outcomes

Deliverables
➔ These could be documents, ➔ These could be documents, ➔ These could be documents,
prototypes, or reports prototypes, or reports prototypes, or reports

Year/Quarter/Month
Company Name

Project roadmap

Objectives Activities Deliverables

Phase 1 Use this slide to map out the

steps in more detail. State the ➔ List key tasks ➔ List final outcomes
main objective for each phase. ➔ Be specific and add as many ➔ These could be documents,
Think about what needs to be as you need prototypes, or reports
achieved.

Phase 2 Use this slide to map out the

steps in more detail. State the ➔ List key tasks ➔ List final outcomes
main objective for each phase. ➔ Be specific and add as many ➔ These could be documents,
Think about what needs to be as you need prototypes, or reports
achieved.

Phase 3 Use this slide to map out the

steps in more detail. State the ➔ List key tasks ➔ List final outcomes
main objective for each phase. ➔ Be specific and add as many ➔ These could be documents,
Think about what needs to be as you need prototypes, or reports
achieved.

Year/Quarter/Month
Company Name

Resources
Contact list Links to key files and documents

Briefing Brand assets Other files

Full Name
Meeting minutes Style guides Other files
Title
Email Concept deck Case studies Other files
Comms plan White paper Other files

Full Name Image library Other files Other files

Title
Email

Full Name
Title
Email

Year/Quarter/Month
Company Name

RACI matrix project R

A
Responsible
Accountable

management
C Consulted
I Informed

Name 1 Name 2 Name 3 Name 4

Project stage 1 R A I C

Project stage 2 R A I C

Project stage 3 R I A C

Project stage 4 A I C R

Project stage 5 C I R A

Year/Quarter/Month
Company Name

Roadmap
Milestones

Month 1 Month 2 Month 3

W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4

Market research START DATE - END DATE

Specifications START DATE - END DATE

Planning START DATE - END DATE

Design START DATE - END DATE

Development START DATE - END DATE

Training START DATE - END DATE

Assessment START DATE - END DATE

Documentation START DATE - END DATE

Year/Quarter/Month
Company Name

Next steps
Final
Step
Step 1 Step 2 Step 3

Project
start date Date Date Date
Date
Describe an Steps can include Extensions of the
upcoming phase in further deliverables, current project, Duplicate this
the project. team check-ins, etc. client meetings, etc. slide if you
need more
steps.

Year/Quarter/Month
Company Name

Next steps

DATE Name of step 1 Describe the current phase of this project.

We’re here!

DATE Name of step 2 Describe an upcoming step, such as further

deliverables, check-ins, extensions of the
current project, etc.

DATE Name of step 3 Add as many steps as you want. Duplicate this
slide if you need more.

Year/Quarter/Month
Company Name

Let's discuss any doubts or concerns.

If something comes up later, contact

name@[Link]

Any questions?
Ask away!
Year/Quarter/Month
Thank you
Company Name

Contents
1.
Add section title

2.
Add section title

3.
Add section title

4.
Add section title

5.
Add section title

6.
Add section title

Year/Quarter/Month
Company Name

Meet the
team
Full Name Full Name
Title Title

Full Name
Title

Year/Quarter/Month
Company Name

Meet the team

Full Name Full Name Full Name

Title Title Title

Write a brief bio for this team Write a brief bio for this team Write a brief bio for this team
member. Mention their member. Mention their member. Mention their
background, area of expertise, background, area of expertise, background, area of expertise,
and what their responsibilities and what their responsibilities and what their responsibilities
will be on this project. will be on this project. will be on this project.

Year/Quarter/Month
Company Name

A statement about what

inspired this project: a
challenge, a goal, or a vision.
Think about your audience.

Some will already know about the project. Others will be

hearing about it for the first time.

This is your opportunity to make sure everyone is on the

same page.

Year/Quarter/Month
Company Name

A statement about
what inspired this
project: a challenge,
a goal, or a vision.
Think about your audience.

Some will already know about the project. Others will be

hearing about it for the first time.

This is your opportunity to make sure everyone is on the

same page.

Year/Quarter/Month
Company Name

Project roadmap

Goal
Step 1 Step 2 Step 3 Step 4

What steps must Remember, this is For example, mention You can also
the team take to a high-level the project kickoff, describe phases,
Finally, describe what
reach their summary. Focus the first delivery, like strategy,
needs to happen for
on key milestones. go-live date, etc. concepting, etc.
business goals? the project to reach its
conclusion.

Year/Quarter/Month
Company Name

Project roadmap
Goal
Finally, describe
Step 5 what needs to
happen for the
Step 4 You can also project to reach its
For example, describe phases conclusion.
Step 3
mention the like strategy,
Step 2 Focus on key project kickoff, the concepting, etc.
milestones, first delivery,
Remember, this is meetings and
Step 1 go-live date, etc.
a high-level events.
What steps must summary, not a
the team take to detailed view.
reach their
business goals?

Year/Quarter/Month
Company Name

A headline about Problem 1

the challenges Describe a problem or challenge currently

affecting your market, your customers, or
your company.

you’re facing
Problem 2
Describe a problem or challenge currently
affecting your market, your customers, or
your company.

Year/Quarter/Month
Company Name

Facing the challenges ahead

Potential challenge How we’ll respond

Describe a challenge that

Explain the specific steps the team will take to
1 might come up during the
mitigate this challenge.
project

Describe a challenge that

Explain the specific steps the team will take to
2 might come up during the
mitigate this challenge.
project

Describe a challenge that

Explain the specific steps the team will take to
3 might come up during the
mitigate this challenge.
project

Year/Quarter/Month
Company Name

Describe a How we’ll address or avoid this challenge

challenge that Step 1 Step 2 Step 3

might come up
Describe how the team Describe how the team Describe how the team
will mitigate this will mitigate this will mitigate this
challenge. Use specific challenge. Use specific challenge. Use specific

during the and actionable steps. and actionable steps. and actionable steps.

project.

Year/Quarter/Month
Company Name

The solution

This is where the project

comes in: solve the
problems that you
identified.
Introduce your project and explain how it addresses the
challenges in the previous slide.

Provide a high-level summary of what you’ll be discussing in

this presentation.

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The solution This is where the project comes in: solve the
problems that you identified.
Introduce your project and explain how it addresses the
challenges in the previous slide.

Provide a high-level summary of what you’ll be discussing in this

presentation.

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Persona name
“Quote the persona on their needs and wants. This can be a fictional line or an
excerpt from a user interview.”

Think about a hypothetical user or customer (a

Motivations
persona) who represents an audience segment.
Driver 1
Introduce your persona, who they are and where
they come from. Driver 2
Driver 3
The individual might be fictional, but the insights
should be derived from your audience research. Role
Tech skills
Age

Device 1 Device 2 Profession

Goals Location
App 1 App 2
1. What do they want to achieve? Motivation
2. What do they care about?
3. What solutions are they looking for? Favorite Education
brands Add logo Add logo

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Introduce your persona

or target audience
Persona name Needs and motivations
Introduce a persona, or What does your persona want, and what do
fictional character, that they care about?
represents your target
audience. Pain points

Age: What challenges does your persona face?

What are their concerns?
Profession:
How we can help
Describe how your product meets the
needs of your persona and addresses their
pain points.

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How we’ll measure the

success of this project
Communication Marketing objectives Business objectives
objectives

A brief description of the A brief description of the A brief description of the

key performance indicator key performance indicator key performance indicator
(KPI) (KPI) (KPI)

Goal: 00% Goal: 00% Goal: 00%

A brief description of the A brief description of the A brief description of the

key performance indicator key performance indicator key performance indicator
(KPI) (KPI) (KPI)

Goal: 00% Goal: 00% Goal: 00%

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Communication Write a few words about your communication goals for

this project.
objectives

1 2 3 4
Objective title Objective title Objective title Objective title

Communication Communication Communication Use design elements

goals might include: goals might include: goals might include: to highlight key
increasing brand increasing brand increasing brand objectives or final
awareness, improving awareness, improving awareness, improving outcomes. This will
how your teams work how your teams work how your teams work draw your audience’s
together, or getting together, or getting together, or getting eye towards the
more consistent more consistent more consistent objective.
feedback from feedback from feedback from
stakeholders. stakeholders. stakeholders.

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Business Write a few words about your business goals for this
project.
objectives

1 2 3 4

Objective title Objective title Objective title Objective title

Business goals might Business goals might Business goals might Business goals might
include: driving sales include: driving sales include: driving sales include: driving sales
growth, reducing costs, growth, reducing costs, growth, reducing costs, growth, reducing costs,
boosting productivity, boosting productivity, boosting productivity,
boosting productivity,
or streamlining internal or streamlining internal or streamlining internal
processes. or streamlining internal processes. processes.
processes.

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Marketing Write a few words about your marketing goals for this
project.
objectives

Objective title Objective title

Marketing goals might include: reaching Marketing goals might include: reaching
1 new audiences, generating new leads 2 new audiences, generating new leads
and sales, or strengthening existing and sales, or strengthening existing
customer relationships. customer relationships.

Objective title Objective title

Marketing goals might include: reaching Marketing goals might include: reaching
3 new audiences, generating new leads 4 new audiences, generating new leads
and sales, or strengthening existing and sales, or strengthening existing
customer relationships. customer relationships.

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Company Name

Project roadmap

Phase 1 Phase 2 Phase 3

Objectives Use this slide to map out the Use this slide to map out the Use this slide to map out the
steps in more detail. State the steps in more detail. State the steps in more detail. State the
main objective for each phase. main objective for each phase. main objective for each phase.
Think about what needs to be Think about what needs to be Think about what needs to be
achieved. achieved. achieved.

Activities ➔ List key tasks ➔ List key tasks ➔ List key tasks
➔ Be specific and add as many as ➔ Be specific and add as many as ➔ Be specific and add as many as
you need you need you need

➔ List final outcomes ➔ List final outcomes ➔ List final outcomes

Deliverables
➔ These could be documents, ➔ These could be documents, ➔ These could be documents,
prototypes, or reports prototypes, or reports prototypes, or reports

Year/Quarter/Month
Company Name

Project roadmap

Phase 1 Phase 2 Phase 3

Objectives Use this slide to map out the Use this slide to map out the Use this slide to map out the
steps in more detail. State the steps in more detail. State the steps in more detail. State the
main objective for each phase. main objective for each phase. main objective for each phase.
Think about what needs to be Think about what needs to be Think about what needs to be
achieved. achieved. achieved.

Activities ➔ List key tasks ➔ List key tasks ➔ List key tasks
➔ Be specific and add as many as ➔ Be specific and add as many as ➔ Be specific and add as many as
you need you need you need

➔ List final outcomes ➔ List final outcomes ➔ List final outcomes

Deliverables
➔ These could be documents, ➔ These could be documents, ➔ These could be documents,
prototypes, or reports prototypes, or reports prototypes, or reports

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Company Name

Project roadmap

Objectives Activities Deliverables

Phase 1 Use this slide to map out the

steps in more detail. State the ➔ List key tasks ➔ List final outcomes
main objective for each phase. ➔ Be specific and add as many ➔ These could be documents,
Think about what needs to be as you need prototypes, or reports
achieved.

Phase 2 Use this slide to map out the

steps in more detail. State the ➔ List key tasks ➔ List final outcomes
main objective for each phase. ➔ Be specific and add as many ➔ These could be documents,
Think about what needs to be as you need prototypes, or reports
achieved.

Phase 3 Use this slide to map out the

steps in more detail. State the ➔ List key tasks ➔ List final outcomes
main objective for each phase. ➔ Be specific and add as many ➔ These could be documents,
Think about what needs to be as you need prototypes, or reports
achieved.

Year/Quarter/Month
Company Name

Resources
Contact list Links to key files and documents

Briefing Brand assets Other files

Full Name
Meeting minutes Style guides Other files
Title
Email Concept deck Case studies Other files
Comms plan White paper Other files

Full Name Image library Other files Other files

Title
Email

Full Name
Title
Email

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Company Name

RACI matrix project R

A
Responsible
Accountable

management
C Consulted
I Informed

Name 1 Name 2 Name 3 Name 4

Project stage 1 R A I C

Project stage 2 R A I C

Project stage 3 R I A C

Project stage 4 A I C R

Project stage 5 C I R A

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Roadmap
Milestones

Month 1 Month 2 Month 3

W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4

Market research START DATE - END DATE

Specifications START DATE - END DATE

Planning START DATE - END DATE

Design START DATE - END DATE

Development START DATE - END DATE

Training START DATE - END DATE

Assessment START DATE - END DATE

Documentation START DATE - END DATE

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Company Name

Next steps
Final
Step
Step 1 Step 2 Step 3

Project
start date Date Date Date
Date
Describe an Steps can include Extensions of the
upcoming phase in further deliverables, current project, Duplicate this
the project. team check-ins, etc. client meetings, etc. slide if you
need more
steps.

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Company Name

Next steps

DATE Name of step 1 Describe the current phase of this project.

We’re here!

DATE Name of step 2 Describe an upcoming step, such as further

deliverables, check-ins, extensions of the
current project, etc.

DATE Name of step 3 Add as many steps as you want. Duplicate this
slide if you need more.

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Company Name

Let's discuss any doubts or concerns.

If something comes up later, contact

name@[Link]

Any questions?
Ask away!
Year/Quarter/Month
Thank you