Project Plan
Lay out the specifics of the sales team’s project to
make sure that everyone is on the same page
Overview
Project Name: Write here Target Date: Jun 3, 2030
Names Role
Mention fellow Canva users. Just @ them Primary Stakeholders / Approvers
directly on the document.
@name Team Lead / Approver
@name Team Members
@name Specify a role
@name Add another role
The Primary Objective
Objective Success Metrics
Explain the sales objective of Include a measurable outcome that will indicate when the
the team. What's the main objective has been reached.
problem or need that's being
addressed? What's the scope Add another metric
of the project?
Add another metric
Timeline and Tasks
The Roadmap
Month 1 Month 2 Month 3 Month 4
Phase 1 What goes on at
this stage?
Provide further
details here
What goes on at this stage?
What goes on at
this stage?
Phase 2
Provide further
details here
Phase 3
Provide further
details here
To-Do List
Point Person Task Status Deadline
Done
Explain what needs to be
Ongoing Jan 22, 2030
done
Paused
@name
Done
Make sure to include
Ongoing Jan 22, 2030
important details
Paused
@name
@name Done
Add more rows as
Ongoing Feb 4, 2030
needed
Paused
Notes
Provide links to relevant resources
Write down questions and decisions
Add reminders for everyone
Enumerate miscellaneous information