one-Page Plan

How to Use a One-Page Plan for Project Team Collaboration

September 19, 2019 by

Using a one-page plan is a powerful yet simple way to align your project team around clear goals. This will improve collaboration and communication, accelerating progress to agreed goals and objectives.

When combined with the project management capabilities of BrightWork, your one-page plan can boost team performance.


Watch a webinar on creating your One-Page Plan and project Site in SharePoint



What is a One-Page Plan?

Project Plans or Charters come in many shapes and sizes but let’s take a look at the one we’ve developed at BrightWork.

The plan has 5 sections, listed on one-page for at-a-glance reference:

  • Overall team goal.
  • Key areas of work.
  • Key Next Steps.
  • Future (next key goal).
  • Measures (what metrics confirm goal achievement).


A One-Page Plan should be fun, open, positive, and focused on the key metrics.

Using the goal of improving project execution, this video shows the one-page plan in action.




5 Benefits of a One-Page Plan

1. Identify goals and metrics

Having a One-Page Plan helps your team to identify and agree on common goals and metrics for success. It is critical that all team members know and understand the common goal so that they can align their efforts and discuss what success looks like.


2. The Big Picture

It creates a ‘big picture’ about the project and the role of each team member in achieving success. Every team member should know their place and how they fit into this picture.


3. Creates Process

The plan facilitates a visible, structured process. The process is the glue that holds a high-performing team together.

The One-Page Plan increases transparency around roles, responsibilities, and tasks.

  • Team goals are aligned to the overall team goal of the One-Page Plan.
  • Tasks are assigned to team members on the One-Plage Plan, which is easily accessible to everyone working the project.
  • Tasks with each key area of the One-Page Plan have names and dates for deliverables to help each team member understand what they need to do to support team success.



4. Determines Clear Goals

A One-Page Plan ensures all goals are aligned to the shared team goals including sub-goals, responsibilities, and tasks. Each of these tasks will have names, dates, and deliverables to improve accountability.


5. Improve Collaboration

By promoting input from all team members and coordinating activities, you can improve your team collaboration. This is a critical success factor for a high-performance team where mutual respect, support, and trust are promoted. The One-Page Plan process facilitates diversity, ideas, and inputs from everyone in the team.

Another key benefit of the plan is celebrating success and acknowledging the accomplishments of the individuals.



Developing a One-Page Plan

There are 6 steps to creating a One-Page Plan

  1. Define and align on the team’s goals and sub-goals
  2. Identify success factors for the goal and sub-goals.
  3. Establish next steps and milestones for the sub-goals.
  4. Identify owners for each key area and tasks.
  5. Create, share, and agree on the One-Page Plan.
  6. Build your collaborative project site.



Creating a SharePoint Project Site from a One-Page Plan

Now that we have a plan, we can leverage SharePoint and BrightWork to execute the plan. We do this by using a BrightWork SharePoint template to manage goals, objectives, and tasks.


Project Structured Template


As the team’s goals and tasks are completed, we can track their progress with metric tiles and scorecards.

The tasks list allows us to assign tasks to team members as per the plan. Team members can status their progress within the site.



Use Automated Reports to Engage and Inform

The site will include reporting that will show summary progress on the plan. This can be automated so that concerned stakeholders can be notified on a regular basis.

Reporting includes summary reports, along with ‘My Work’ reports that outline the team member’s responsibilities and task assignments. These can also be emailed out on a regular basis to the relevant team members.


Micheál Clesham

Micheál is a content creator for the BrightWork marketing team. He is interested in written and visual storytelling with a view to making project management easier.

Outside of work, Micheál likes to find new stories through podcasts, movies, sport and travel.
Micheál Clesham

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