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Complete the following workbook and submit it to our project Slack channel 48 hours prior to our strategy session.

To duplicate, click the Duplicate icon in the top right corner of the screen, then select the Workspace and/or Teamspace you’d like to house it in.

To submit via Slack, publish the doc page by clicking ‘share’ in the top right corner, the Publish. Copy the generated link and paste into our channel.


Section 1 - Org Chart

Section 2 - Tech Stack Breakdown

Section 3 - Ops Questionnaire

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$\color{#000000}\colorbox{#e5fd35} {\textsf {Section 1 - Org Chart}}$


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→ Use this space to share your org chart. Make sure to highlight all roles & responsibilities. If you have this in a doc already, please upload and/or embed it below instead.

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Team Member Role / Title Primary Responsibilities Tech Confidence Level (1-5)
Sample Person B Project Manager - Client Onboarding

hover and click ‘+’ to add additional rows

$\color{#000000}\colorbox{#e5fd35} {\textsf {Section 2 - Tech Stack Breakdown}}$


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→ Use this space to highlight all of the current tech being used and/or subscribed to by your team — list everything, even if it seems like a no-brainer (e.g. Google Workspace). You can also list out any tech your team was exploring prior to our project.

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Tech Stack Breakdown