Most people think of project planning as the execution plan: Who needs to do what by when. But before we get to milestones, RACIs, or fancy gantt charts, it’s important to align the team up front on the strategy and scope of the project. Without this critical step, it’s easy for projects to go off course, friction to arise between team members, and time, energy and money to be wasted.


This guide contains a Project Profile template, an example of a completed Project Profile, additional prompts to help you reflect on and answer each section, and an overview of how to use the Project Profile with your team.

Guide to Episode 84: Before You Create a Work Plan, Create a Project Profile

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