Give your projects a chance at success with these handy-dandy checklists and worksheets.

Project Intake

Intake & Triage Checklist – Keep me handy to serve as a quick scan for project intake and triage

Intake Worksheet – Use me when you want a slightly more intentional process

Signals

Signals & Dashboard Checklist – Use me when for quick prompts on which signal to choose and how to keep it top of mind

Signals Worksheet – Use me when you’re trying to decide what you want to track ongoing

Learn More

Check out these articles for tips on prioritizing, right-sizing, and planning your projects

No Flyer for You!

Not Everything Deserves to Stay on the Board

Surviving a Website Redesign