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Project Brief

A one-page kickoff brief: problem and goal, what’s in and out of scope, milestones with owners, and how you’ll measure success.

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PROJECT BRIEF
Onboarding Revamp
Owner: Dana Kim  ·  Kickoff: November 3  ·  Launch: January 15

THE PROBLEM
Only 38% of new users finish onboarding. Most drop off at the permissions step.

THE GOAL
Raise completion to 60% by mid-January without adding new screens.

IN SCOPE
✓  Welcome and permissions screens
✓  First project setup
✓  Progress emails

OUT OF SCOPE
✕  Pricing and plans
✕  Team invites
✕  Desktop app

MILESTONES

MILESTONE

DATE

OWNER

Research readout

Nov 13

Dana

Design review

Dec 1

Leo

Beta for 10%

Dec 15

Sam

Full launch

Jan 15

Dana

SUCCESS LOOKS LIKE

  • Onboarding completion rises from 38% to 60%.

  • New users create a first project in under three minutes.

  • No increase in setup-related support tickets.

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