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Duplicate this template for each new Forward Deployment project. Fill the project-specific tables first, then use the databases below for execution.

Project Databases

Meeting Notes

Work Board

Feedback Inbox

Release Log

Project Snapshot

Field Value
Client Fill in
Project phase Fill in
This week's focus Fill in
Current blockers Fill in
Open client decisions Fill in
Next planned release Fill in
Slack channel Fill in
GitHub repository Fill in
Staging URL Fill in
Production URL Fill in
Key client documents Fill in
Credentials or secrets location Fill in

Project Roles

Responsibility Owner
Deployment Strategist Fill in
Client / Business Owner Fill in
Project Technical DRI (Directly Responsible Individual) Fill in
FDEs Fill in
AI-PM, if assigned Fill in or N/A
Client communication owner Fill in

Project Documents

Use this table for durable links that a teammate or client handoff may need later. Keep short-lived discussion links in Slack.

Document Link Audience Notes
Client brief Fill in Internal / External Fill in
Requirements / scope Fill in Internal Fill in
Demo recording Fill in Internal / External Fill in
Client-shared folder Fill in External Fill in

How To Use This Template

  1. Duplicate this page for a new project.
  2. Fill the Project Snapshot and Project Roles tables.
  3. Store durable meeting context in Meeting Notes.
  4. Put raw client feedback in Feedback Inbox.
  5. Convert clear, buildable work into Work Board tasks.