Project Overview
Turn notes from the PM's initial one-on-one with the project sponsor into a structured project overview and team roster, published as a Notion subpage.
- 01 Intake
- 02 Team onboarding
- 03 Scheduling prep
- 04 Scheduling
- 05 Planning
- 06 Cadence
When it triggers
Use this right after the first one-on-one with the project sponsor — the “what is this project” meeting, before the team kickoff call. You’ll typically have a Gemini/Google Meet transcript, a Notion notes page, or just pasted-in notes from that conversation.
What it does
- Reads the notes for seven fixed answers: what the project is, why it matters, what happens if it’s not done, what success looks like, the timeline, known constraints/risks, and open questions.
- Writes a tight, honest answer for each — and flags anything the notes didn’t actually cover instead of guessing or padding it out.
- Scans the same notes for every team or person identified as needing to be involved, and builds a team roster from that.
- Publishes the result as a subpage under the project’s Notion node, so it becomes the page anyone can read to understand the project at a glance.
Inputs & outputs
- You provide: meeting notes or a transcript from the sponsor one-on-one, and the Notion URL of the project’s node page (its hub page).
- You get: a Notion subpage titled “Project Overview” with the seven answers and the team roster — shared later at the team kickoff call.