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Starter Template
i New Service Offering


  • Use this template when implementing a new service offering for an organization and don't have a custom new service offering template.

  • This is a starter template and the foundation for developing a customized strategic plan template. 


  • Project Management - This is always the first deliverable. All projects require some planning, requirements gathering, assessment, and management work that is applied across the solution deliverables.​ The pre-loaded work packages are below.

  • Start by following the project management work packages.​​

  • Customize the project management items by adding from the library and editing to meet your requirements​

  • Use ChatGPT as an adjunct team member for brainstorming elements of your project. The key to using ChatGPT is how you ask the question. Consider asking follow-up questions to gain more details.

  • Some components have documents attached containing ChatGPT responses to the questions that were entered.  

  • Solution Deliverables - These are the things the project will produce. Projects produce deliverables to be used in a particular way in order to accomplish the project's goals and objectives.

  • We recommend labeling solution deliverable as a noun, and starting work packages and tasks with a verb. This helps provide focus.

  • Customize the solution deliverables, their work packages, and tasks for your specific project.

  • Projects created using this starting template, that were updated during usage can be converted into a custom templates. 


  • Components that have a "?" contain advice that was preloaded by the template creator. Tap the  "?" to access the advice.

  • The little boxes displayed on the work package bars ​represent  tasks. 

Project Management
New Service
Organizational Resources
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