Project Notebook Template

Create a structured project notebook with standardised sections for consistent tracking

🧪 Tested by a human Beginner 👤 Manager 👤 It Admin 👤 Executive Assistant
Create a project notebook template for [PROJECT NAME] with these sections: (1) Project Charter — objective, scope, stakeholders, success criteria, (2) Meeting Notes — template for recurring meeting minutes, (3) Decision Log — table with Date, Decision, Rationale, Owner, (4) Action Item Tracker — Task, Owner, Due Date, Status, (5) Risk & Issue Log — structured risk register, (6) Key Contacts — stakeholder directory with roles and contact details, (7) Reference Documents — links to important files and resources, (8) Lessons Learned — ongoing capture of what went well and what to improve, (9) Status Dashboard — weekly RAG indicators template. Each section should have a brief description of what goes there.

Works on

⭐ M365 Copilot (Best) 🟢 ChatGPT 🟠 Claude

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🟢 ChatGPT 🟠 Claude

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Tips for Best Results

  • In OneNote, create each section as a separate tab
  • In Loop, create as a collaborative workspace the whole team can edit
  • Replace [PROJECT NAME] with your project
  • Follow up with “Pre-fill the Risk Log with common risks for a [type] project”

📎 More Prompts

Lessons Learned Document

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Create a lessons learned document for [PROJECT]. Structure: (1) Project overview (scope, timeline, outcome), (2) What went well (5-7 items with impact), (3) What could improve (5-7 items with root cause), (4) What we would do differently, (5) Recommendations for future projects, (6) Key metrics vs plan. Get input from: [TEAM MEMBERS]. Tone: constructive and forward-looking.
⭐ M365 🟢 GPT 🟠 Claude

Project Plan from Brief

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Create a detailed project plan from this brief. Include: (1) Project Overview — objective, scope, success criteria, (2) Phases — break the project into 3-5 logical phases, (3) Tasks — list tasks within each phase with estimated duration, (4) Milestones — key checkpoints with dates, (5) Dependencies — which tasks depend on others, (6) Resource Requirements — roles needed for each phase, (7) Risk Register — top 5 risks with likelihood, impact, and mitigation, (8) Communication Plan — who gets updated, how often, through what channel. Present as a structured document with tables.
⭐ M365 🟢 GPT 🟠 Claude

Project Scope Document

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Write a project scope document for [PROJECT]. Include: (1) Project objectives and success criteria, (2) In-scope deliverables (be specific), (3) Out-of-scope items (explicitly stated), (4) Assumptions, (5) Constraints, (6) Dependencies on other teams, (7) Acceptance criteria, (8) Change control process. This document prevents scope creep — be precise.
⭐ M365 🟢 GPT 🟠 Claude
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