Development Project Brief Template

1. Project Title & Sponsor

Project Title: _______________

Sponsor: _______________

Requestor Name & Role: _______________

Date Submitted: _______________

2. Strategic Alignment

Which WKT strategic goal does this support?

• ☐ Grow the Network (SFPs/Resellers)
• ☐ B2C Growth
• ☐ ALF Platform Expansion
• ☐ Market Capacity Opportunity (Healthcare/Trades)
• ☐ Other: _______________

How does this fit our 1-year or 3-year plan?

[2-3 sentences]

3. Business Case (SPICED)

Situation: What's the context/background?

Pain: What problem does this solve? What opportunity does it capture?

Impact: What outcomes do we expect?

• Revenue projection (Year 1, Year 2, Year 3): _______________
• Other strategic value: _______________

Critical Event: Is there a deadline or window of opportunity?

Decision: What needs to be decided?

4. Go-to-Market Plan

Target Customer

Buyer persona (who decides to purchase?): _______________

Segment (geography, industry, firm size, learner demographics): _______________

Total addressable market (TAM): _______________

Value Proposition

Problem we solve for the buyer: _______________

Why choose us vs. alternatives (competitors, status quo, DIY): _______________

Compelling event (why buy now?): _______________

Distribution/Channel Strategy

Primary channel: ☐ Paid Ads ☐ SEO/Organic ☐ Partner Referrals ☐ Direct Sales ☐ Other: _______________

Channel owner (who executes the launch?): _______________

Channel capacity (can they absorb this launch?): ☐ Yes ☐ Needs expansion

Pricing & Business Model

Price point: $ _______________

Sales model: ☐ Self-serve ☐ Sales-assisted ☐ Partner resale

Expected conversion rate (validated or estimated?): _______________

Expected CAC: $ _______________

Launch Plan

Launch owner (accountable functional leader): _______________

90-day launch milestones:

• Week 1-4: _______________
• Week 5-8: _______________
• Week 9-12: _______________

Success metrics (90-day post-launch):

• Revenue: $ _______________
• Enrollments: _______________
• NPS/CSAT: _______________

Go/no-go criteria (when do we declare success vs. pivot vs. sunset?): _______________

Operational Readiness

Platform ready: ☐ Yes ☐ No (what's needed: _______________)

Support trained: ☐ Yes ☐ No

Partners enabled: ☐ Yes ☐ No ☐ N/A

Sales team trained: ☐ Yes ☐ No ☐ N/A

5. Estimated Investment

Learning Development hours: _______________ (Small <200h, Medium 200-800h, Large 800-2000h, X-Large >2000h)

Other costs: $ _______________

Total estimated investment: $ _______________

6. Expected Return

Revenue projection:

• Year 1: $ _______________
• Year 2: $ _______________
• Year 3: $ _______________

Estimated ROI: _______________

Risk of NOT doing this: _______________

7. Dependencies & Risks

Dependencies: What needs to happen first?

Risks: What could go wrong?

Mitigation: How do we reduce risks?