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Project Kickoff Template
Stakeholders
Stakeholders
Introduction to the GrowthX Team
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- Who are the stakeholders in this workstream?
- Who needs to be involved in this process?
- Who needs regular updating?
- Who is responsible for what?
Expectations & Communication
Expectations & Communication
Let’s discuss expectations, how we communicate and how we work together.
- Daily communication: Slack Channel (let’s lean more on channels than DM for transparency)
- Any knowledge and notes will be documented here on [NOTION SPACE]. Even if the documentation lives somewhere else, we’ll link it here so we can a single place to find everything.
- We’ll post weekly standups to both Slack channel and [NOTION WEEKLY UPDATES]
- Once we align on metrics and KPIs we’ll start posting and tracking regularly - [NOTION PERFORMANCE REPORTS]
- 🗓️ Regular meetings - let’s align on a regular cadence to make sure we are always in sync. All meetings will be documented here [NOTION MEETINGS]
Goals & Objectives
Goals & Objectives
Let’s focus on what we want to accomplish as a team and as a company with this initiative.
What are you hoping to get from this engagement?
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What are the top company goals and priorities?
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What are the top metrics and goals you as a team care about?
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What does success look like over the next 6 months? 12 months?
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Target Audience(s)
Target Audience(s)
Provide a summary of your target audience(s) in as much detail as possible. The more defined your audience is, the more targeted your campaign will be.We can breakdown our target audiences in multiple ways. Let’s discuss each separately.
People at companies that would signup for our product (paying customers)? How would you describe Homebase’s ideal customers?
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Who are the people/users that could potentially use our product?
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People that we want to serve with information? (broader audience)
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How would you describe an ideal (organic) customer journey today?
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Content Strategy & Process
Content Strategy & Process
How would you describe your current content strategy?Can you walk us through the content production process from ideation to publishing?What is the process of updating or refreshing content?What are the biggest bottlenecks with your current process?Who are the writers and others involved in your process?
Research, Knowledge & Access
Research, Knowledge & Access
What research / knowledge do you already possess that would help us in this workstream?
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What systems do we need access to as part of onboarding (think CMS, tools, etc)?
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Documentation (Notes + Recording)
Documentation (Notes + Recording)
Notes[facilitator 2 makes notes during the session. Do so here]Recording[add the link to the recording here]TranscriptThe kickoff recording was transcribed and tagged using Dovetail:
Questions Backlog
Questions Backlog
How would you describe your ideal customers?What are you hoping to get out of this engagement?What is best case scenario in your mind for the next 3 months? 6 months? 1 year?Can you walk me an ideal user journey from discovery to signup?Can you walk me through your current process of content creation?What do you consider to be your best content pieces?⏰ What are the most time-consuming tasks in my current workflow?
- Identify tasks that take up a significant portion of time and resources.
- Consider whether these tasks can be automated or made more efficient using AI.
- Pinpoint tasks that follow a consistent pattern or involve repetitive actions.
- These tasks are often prime candidates for automation and AI-assisted workflows.
- Identify areas where projects or workflows often get stuck or delayed.
- Explore how AI and automation can help alleviate these bottlenecks and streamline processes.
- Focus on tasks and processes that have a significant impact on revenue, customer acquisition, or customer satisfaction.
- Prioritize automating and enhancing these areas with AI to maximize business value.
- Assess the availability and quality of data within the organization.
- Identify data sources that can be used to train AI models and drive data-driven decision-making.
- Identify tasks where human error can lead to significant consequences or inefficiencies.
- Consider how AI and automation can reduce errors and improve accuracy in these processes.
- Research and analyze how competitors are leveraging AI in their operations.
- Identify areas where AI can provide a competitive edge and differentiate the business.
- How are competitors growing their traffic?
- Look for opportunities where implementing AI and automation can deliver immediate benefits.
- Quick wins can help build momentum and demonstrate the value of AI-driven workflows.
Outcomes
Outcomes
Based on the kickoff and the analysis of the recording, these are the outcomes and actions we want to take.
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Proposed Timeline
Proposed Timeline
Week 1: Onboarding and Discovery
- Conduct a kickoff call to introduce teams and discuss project goals.
- Engage in discovery sessions to understand specific needs and expectations.
Week 2: Initial Research and Playbook Proposal
- Perform initial research to identify opportunities for AI-powered content.
- Begin developing a playbook for AI workflow implementation.
- Start building the Content Workflow Management system.
Week 3: Workflow and Content Calibration
- Further develop AI workflows based on initial feedback.
- Continue refining the Content Workflow Management system.
- Start to integrate with CMS for publishing.
Week 4: Further Refinement and Calibration
- Continue development of AI workflows with ongoing feedback.
- Finalize the Content Workflow Management system.
Week 5: First Batch Content Development to Production
- Start ramping up content production using new workflows.
- Collect feedback on the initial batches of content.
Week 6: Content QA and Publish
- Conduct final quality assurance on content.
- Begin publishing the finalized content.
Continuous Improvement: Refine, Iterate, and Scale Content
- Regularly refine and iterate on content production based on feedback.
- Scale up content production as systems and processes are optimized.