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PWPractical Workflows

Small Project Planner

Turns a messy idea into a scoped, scheduled, owned and visibly tracked project with clear success measures and weekly momentum. Produces a complete, lightweight control system you can run and reuse without hiring a project manager.

  • 14 steps
  • Instant delivery
  • ChatGPT · Claude · Gemini

Try step 1 free.

Copy this into ChatGPT, Claude or Gemini, fill in the [BRACKETS] and see what you get. No sign-up. The other 13 steps, examples and checklist unlock after purchase.

Setup: Capture project context

Provide: [PROJECT NAME], [BACKGROUND / WHY NOW], [PROBLEM OR OPPORTUNITY], [IN-SCOPE NOTES], [OUT-OF-SCOPE NOTES], [CONSTRAINTS], [ASSUMPTIONS], [INITIAL RISKS], [KEY DATES / DEADLINES], [SPONSOR NAME], [PROJECT LEAD], [CORE TEAM NAMES], [LOCATION(S)], [NOTES].
Act as a discovery facilitator and produce a tight Context Brief that sets up fast, aligned decisions later.
Work through it like this:
1) Clarify the driver: restate the problem/opportunity in one paragraph and the “why now” in one sentence.
2) Define the boundary: draft in-scope vs out-of-scope as bullets; call out any contentious edges.
3) Capture constraints and assumptions: list time, budget, resource, technology, vendor and policy constraints; separate hard constraints from soft ones.
4) Note key dates and dependencies: identify immovable deadlines and any external dependencies that could affect timing.
5) Record people and places: name sponsor, project lead, core team, and primary locations/regions impacted.
6) Summarise risks and unknowns: top 5 initial risks and known unknowns to be tested in planning.
Give me the output as:
- Context Brief v1 with sections: Project Snapshot (Name, Sponsor, Lead, Locations), Why/Context, Problem/Opportunity, Scope Boundary (In / Out), Constraints (Hard / Soft), Assumptions, Key Dates & External Dependencies, Initial Risks (with simple owner), Known Unknowns, Notes.
Quality bar: A single page anyone new can read in 3 minutes and explain back correctly without jargon.
If any field is missing or unclear, mark it MISSING and add a short “Questions to confirm” list at the end.

What's inside.

A system prompt, then 14 steps you run in order, plus instructions, worked examples, fix-it prompts and a quality checklist. Full prompts unlock straight after payment.

  1. 01Setup: Capture project context
  2. 02Setup: Define outcomes and success
  3. 03Setup: Map stakeholders and decision rights
  4. 04Planning: Write the one-page scope
  5. 05Planning: Build the work breakdown by workstream
  6. 06Planning: Estimate effort and team capacity
  7. 07Planning: Create the dated milestone schedule
  8. 08Planning: Log risks, assumptions, dependencies and issues (RAID)
  9. 09Planning: Outline budget and resourcing snapshot
  10. 10Execution Control: Set communications plan and rituals
  11. 11Execution Control: Baseline plan and start change control
  12. 12Execution Control: Run the weekly status update
  13. 13Delivery: Complete readiness checks and handover
  14. 14Maintenance & Reuse: Run closeout and package for reuse

The details.

WHO IT'S FOR

Team leads, small-business owners and volunteers in New Zealand running a one-off small project without a dedicated project manager.

WHAT YOU'LL MAKE

  • One-page Scope with success measures
  • Work Breakdown Structure grouped by workstream
  • Dated Milestone Schedule (baselined)
  • RAID Log with owners and due dates
  • Communications Plan plus Weekly Status template and first update
  • Go-live Readiness Checklist, Handover Pack, and Retrospective & Reuse Pack

HOW IT WORKS

For fastest traction, complete Steps 1–2–4–5–7 to get a one-page scope and dated milestone schedule, then jump to Step 12 to publish the first weekly status.

14 steps, each building on the last: Setup: Capture project context → Setup: Define outcomes and success → Setup: Map stakeholders and decision rights → Planning: Write the one-page scope → Planning: Build the work breakdown by workstream → Planning: Estimate effort and team capacity → Planning: Create the dated milestone schedule → Planning: Log risks, assumptions, dependencies and issues (RAID) → Planning: Outline budget and resourcing snapshot → Execution Control: Set communications plan and rituals → Execution Control: Baseline plan and start change control → Execution Control: Run the weekly status update → Delivery: Complete readiness checks and handover → Maintenance & Reuse: Run closeout and package for reuse. Includes two worked examples, fix-it prompts and a quality checklist.

WHAT IT WON'T DO

This kit won’t manage complex multi-project programs, legal compliance, or safety-critical changes—engage a professional PM or specialist when regulatory, contractual, or high-risk technical work is involved.

DELIVERY

Instant email with your guided kit page and a downloadable file. Works with ChatGPT, Claude or Gemini (free or paid), including on your phone.

This is a prompt toolkit you run yourself, not software or professional advice.

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