Project Planner Template

Fill this out in the browser, submit it to Point, or download the markdown version if you want to work offline first.

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Your Contact Info

Name Email

Phone

Project Snapshot

Project name:

Company / team:

Main contact:

Target launch window:

Budget range:

1. What problem are we solving?

Write this casually. "Our website feels outdated," "leads keep getting lost," "we track everything in spreadsheets," and "customers keep asking the same questions" are all valid starting points.

Problem notes

2. Who is this for?

Check the people who will use, visit, or manage the project.

Customers or leads Internal staff Managers or owners Vendors or partners Applicants or recruits Community members

3. Must-haves vs. nice-to-haves

Must-haves are the features needed for the first useful launch. Nice-to-haves are good future ideas that should not delay the core build.

Must-have features Nice-to-have ideas

4. Success checklist

Pick the outcomes that matter most.

More qualified leads Better mobile experience Cleaner admin workflow Less manual data entry Faster follow-up Better reporting Stronger brand presence Easier customer or client access

Questions for Point

Anything you want us to answer first?