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This worksheet is for project leaders and managers. Use this worksheet when you’re getting ready to assign a new task or project to think through your outcomes, expectations, resources, constraints, and how you’ll check in about progress.

This worksheet will help you:

  • Work through the 5 Ws (who, what, when, where, why—and how)
  • Clarify roles when multiple people will be involved (using our MOCHA tool)
  • Decide how you’ll stay engaged
  • Ensure that you debrief at the end of the project

This worksheet shouldn’t take the place of conversations or project plans. Use this worksheet to prep for discussion with team members before writing up a project plan or assigning projects verbally.

Encourage your staff or team to use the Getting Aligned worksheet to surface their questions and gaps they still need clarity on.

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