01 Intake No. 01 of 9 1 min read

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.

  1. 01 Intake
  2. 02 Team onboarding
  3. 03 Scheduling prep
  4. 04 Scheduling
  5. 05 Planning
  6. 06 Cadence

Source

pmo-project-overview.md Last updated Aug 17, 2026

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.

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