What does this template look like?
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When should you use it?
Use it to stop a kickoff that jumps to dates before anyone agrees what is in the work.
What does each step mean?
- Goal named is the trigger. List the risks before the scope question so the risks are on the table.
- Scope agreed? writes the schedule or sends the brief back.
- Notes sent is shared. A rewrite still needs a record of what was said.
- Done ends the meeting. The schedule is not the whole project plan.