Project brief
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The CSV includes project details, phases, every workstream and role assignment, plus open review items. Formula-like text is prefixed with an apostrophe for spreadsheet safety. The print review pack includes all entries in full; check pagination in your browser’s print preview.
Read the responsibility map
For this worksheet, choose one accountable role and at least one responsible role per workstream. A/R counts as both. This is a template convention, not a legal requirement. Split a workstream into tasks in your project system where ownership differs.
CEO = chief executive officer; CFO = chief financial officer; GC = general counsel; IR = investor relations; PR = public relations; HR = human resources; IT = information technology. “Board” is the issuer’s relevant governing body. “Banks” is the appointed syndicate lead. Where a role is absent, agree who covers it before adopting the plan. Tax specialists, HR and IT leads are not separate matrix columns: document their involvement in dependencies / notes. Auditor involvement remains subject to independence and engagement scope.
RACI matrix
Use the row and role names to navigate each assignment. On a narrow screen, scroll this table sideways.
Phase dates and decision gates
Dates start blank deliberately. Enter your agreed dates; no lead times, filing deadlines or regulator review periods are assumed. Phases may overlap. Each workstream below has one coordination phase, but can continue across phases.
| Phase | Start | End | Decision gate / evidence |
|---|
Workstream delivery plan
Replace the suggested deliverables with an agreed output and acceptance evidence. Dates, dependencies and notes are your inputs, not official deadlines. Scroll sideways for all fields.
| Workstream | Coordination phase | Deliverable / acceptance evidence | Start | End | Status | Dependencies / notes |
|---|
Review before sharing
Checks cover RACI ownership, missing dates and reversed date ranges only. They do not validate legal approvals, task dependencies, business-day calendars, resource capacity or regulatory feasibility. Export and print remain available with open review items.