1. Project Name
   • Description: A short, descriptive title of the project.
   • How to Fill: Use 2-5 words to summarize the project. Example: Customer Loyalty Program.
2. Short Description
   • Description: A detailed explanation of the project’s goals, scope, and purpose.
   • How to Fill: Provide a clear and concise description (2-3 sentences). Focus on the project's objectives and why it’s important. Example: Launch a customer loyalty program to improve retention rates by offering rewards and exclusive deals.
     • If necessary, you can create a more extensive description for internal use.
3. Start Date / End Date
   • Description: The exact date when the project begins and when it is expected to end.
   • How to Fill: Enter the start and end dates in the format (YYYY-MM-DD). Example: Start: 2023-01-15; End: 2023-12-31.
4. Status
   • Description: The current state of the project.
   • How to Fill: Choose the most relevant status from the following options:
     • Planned: Project is planned but not yet started.
     • In Progress: Work on the project is actively being done.
     • On Hold: Project is temporarily paused.
     • Completed: Project has been fully completed.
     • Cancelled: Project is no longer active and has been discontinued.
5. Project Manager
   • Description: The individual responsible for managing the project and ensuring its successful completion.
   • How to Fill: Enter the name of the project manager. Example: Sarah James.
6. Product Owner
   • Description: The person responsible for defining project goals and ensuring the project delivers value.
   • How to Fill: Enter the name of the product owner, if applicable. Example: Mark Johnson.
7. Priority Level
   • Description: The level of urgency or importance of the project.
   • How to Fill: Select one of the following options:
     • High
     • Medium
     • Low
8. Related Strategic Outcomes
   • Description: The strategic outcomes or goals the project supports.
   • How to Fill: Input the IDs of the related strategic outcomes. If more than one outcome is supported, list all IDs separated by commas. Example: 001 (Increase Customer Retention), 002 (Expand Delivery Coverage).
     • If the project does not contribute to a specific strategic outcome, leave this field blank.
9. Last Updated
   • Description: The last time the record was modified.
   • How to Fill: This will be auto-populated by the system based on the most recent changes made to the project.

General Tips

• Be clear and concise: Descriptions and details should be easily understandable and to the point.
• Use measurable data: Track milestones, progress, budget, and results using quantifiable metrics whenever possible.
• Regular updates: Frequently update the status, progress, and budget information to keep the project record current.
• Track dependencies: Ensure that dependencies are well-documented to prevent project delays.

Additional Notes

• Project alignment with strategic outcomes: Ensure that all projects are aligned with broader business objectives, such as KPIs, OKRs, or strategic outcomes, to focus resources efficiently.
• Budget tracking: Monitoring spent budget regularly helps avoid overruns and ensures the project stays financially on track.