Simple Professional Services Project Template

This template will help you run a simple professional services project with your customers. The project plan is broken into four primary groups:

These groups are:

• Project Plan - This group contains the high level project plan for this project for you and your customers. Because this is a simple PS project, we only have one group filled with the timeline, though you can break it into more if necessary
• Meeting Notes - This group contains your meetings notes after each call with the customer.
• Open Action Items - This group is where both you and your customers can track open action items. It's also enabled so that customer can create new action items where appropriate.
• Final Deliverables - This group is where you should post all the final deliverables for the project. When you're finished with the project, you'll post the final deliverables here for the customer to access.

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