<aside> 💡 The Templated Project Plan is how you templatize your fulfillment for each of your offerings.

</aside>

Article 📄

The Templated Project Plan is how you templatize your fulfillment for each of your offerings.

It is a template of your workflows for each offering, A through Z. This is what gets done, onboarding to offboarding, whenever you sign on a new client.

The deliverables found in your Templated Project Plan should be copied over to Reporting Management for each new client/project you start. For more on that, go here: How to Set Up Deliverable Hub

• [ ] Go to the Project Management System Base.
• [ ] Navigate to the Templated Project Plan Table.
• [ ] Add a new deliverable for each step in your workflow, onboarding to offboarding.
• [ ] Repeat for each of your offerings: What to do when adding a new product/service? How to add a new project plan for a new product/service

Watch this next: How to Set Up Deliverable Hub

Video 🎥

https://www.loom.com/share/5af6667ef0f14d9dbed2cdff13eafa60

FAQs 🧐

• What does Days from Kickoff mean?
• What does Lag Until Due mean?
• How does Templated Project Plan link to Reporting Management/Deliverable Hub?
• What if my service is recurring, like SEO?

Related articles 💡

How do I add one-off deliverables?