OVERVIEW
It's a pleasure to have the opportunity to work with {company name} on launching the team’s Notion workspace, with a primary focus on project management. Based on {client’s name}’s initial description of goals and priorities, we’ve put together a project outline that will effectively onboard the team onto Notion, and organize projects and logistics around key deliverables.
OBJECTIVES
Establish an effective project management system
Create project templates to more easily start and track projects
Create supporting documentation and tutorial resources to ensure every team member can manage projects effectively
Collaborate seamlessly among team members
PROJECT SCOPE
- Workflow Audit: Gain a comprehensive understanding of team hierarchy, existing workflows, pain points, and highest priority workflow areas
- Notion Roadmap: Comprehensive strategic roadmap, identifying high-level workspace organization, rollout plan, sprint schedule, and involved stakeholders
- Workspace Build: Creation of all databases, dashboards, and support documentation, ensuring a strong foundation prior to launch
DELIVERABLES
- Notion Workspace Outline
- Database Structure Diagram
- Customized Notion workspace tailored to the team’s needs
- Templates for recurring projects
- Dashboards for key activities like Projects and Work Areas
SAMPLE TIMELINE
Deliverables
EXPECTATIONS
The success of this project relies on a collaborative partnership. Below are the mandatory actions and involvements required from your team to ensure a seamless process:
- Project Alignment Meetings: Regular attendance in scheduled weekly meetings to review progress, provide feedback, and make key decisions.
- Content and Information Provision: Timely provision of all necessary information, documents, access credentials, and other materials as required for the project.
- Review and Approval: Prompt review and approval of deliverables at various stages to avoid delays.
- Internal Coordination: Coordination with internal stakeholders and teams as needed to facilitate the implementation process.
- Adherence to Timelines: Commitment to adhering to the agreed-upon timelines, including internal deadlines.
- Availability for Support and Queries: Availability to address any questions, provide support, or clarify any uncertainties throughout the project.
INVESTMENT