The Project

Q1.1 · What do you want to call this project? Required

A short name you'd use to refer to it internally. "Invoice chaos" works. "Q3 Operational Efficiency Initiative" also works.

Q1.2 · In one sentence, what is this project about? Required

Don't overthink it. We'll dig into the details on the next few screens.

Q1.3 · Who does this work today? Required

List the roles or people involved, and roughly how many of each. "Just me" is a valid answer. So is "2 ops coordinators, 1 controller, and our customer success lead occasionally."

Q1.4 · How often does this work happen? Required Pick one... Continuously, all day every day Multiple times a day Daily A few times a week Weekly A few times a month Monthly A few times a year One-time project / not recurring

Q1.5 · Who would need to approve a project like this? Required Pick one... Just me. I can make this call on my own. Me and one other person. A partner, spouse, or co-owner. A small group. A couple of leaders or department heads. A formal approval process. Budget committee, board, or similar. I'm not sure yet. We haven't gotten that far.