Example scenario: a fictional team is organising its internal guidance. Replace the names, dates, and decisions before sharing your version.
Owner: Project lead · Status: Draft for discussion
Jump to decisions · Jump to next steps
Project at a glance
This is a sample project brief for a fictional team. Replace the details with your own when using it as a template.
Purpose: Give the team one clear place to find current working guidance.
Desired outcome: A newcomer can locate the information they need without searching several chat threads.
The problem we want to solve
Useful guidance is scattered across notes and messages. Some documents describe older processes, and it is not always clear which version to follow.
The first version of the hub will bring essential guidance together and make ownership visible.
What success looks like
- Each guide has a descriptive title and a named owner.
- People can find the current onboarding checklist.
- Important decisions include their context and date.
- Readers can adapt typography to their preferences.
Scope for the first version
Include an onboarding checklist, a small collection of working guides, and a simple contents page.
Leave advanced search, automated imports, and integrations for later. First, check whether the existing information is clear and current.
Decisions to make
- Which documents should be included first?
- Who will review each guide for accuracy?
- How will the team identify material that needs updating?
Record the decision, the reason behind it, and the person responsible for the next action.
A simple review process
Read the brief independently before discussing it. Note unclear terms and unanswered questions.
During the review, agree on the smallest useful scope. Afterwards, update the brief so the next reader sees the decision rather than the entire discussion.
Next steps
- Choose the first three guides.
- Assign an owner to each guide.
- Check headings and links.
- Share a portable reading copy for feedback.
Before sharing: Remove private information and confirm that the recipients should have access to the content.
Review checklist
- Is the purpose clear in the opening paragraph?
- Does every action have an owner?
- Have assumptions been separated from confirmed decisions?
- Are links current and accessible to the intended readers?
Decision record
Decision: Start with three frequently used guides.
Reason: A small set gives the team a manageable way to test organisation and readability.
Open question: How often should guide owners review their content?
Handoff
- Replace the sample material with your brief.
- Preview it in reading sections and continuous mode.
- Download a copy and open it in a browser.
- Share it with the review group.
The recipient can change reading settings without editing your words.