How to use: Fill in before starting any new project or initiative. Pair with
codexkit-execution-plannerskill to auto-generate implementation plans. Pair withcodexkit-project-governance-pilotfor governance setup.
- Timeline:
- Budget:
- Tech:
- Team:
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📋 Worked Example
Build a self-service password reset flow for the internal portal to reduce IT support tickets by 40%.
- Primary: 2,000 office employees who currently call IT for password resets
- Secondary: IT helpdesk team (freed from repetitive L1 tickets)
- Timeline: Ship to pilot group by April 15, full rollout by May 1
- Budget: $15K for tooling, no new headcount
- Tech: Must use Azure AD; cannot change SSO provider
- Team: 1 backend engineer, 1 frontend developer, part-time PM
- No mobile app in this phase
- No SMS-based verification (email-only for v1)
- No admin self-service dashboard
Email-based password reset flow: user enters email → receives reset link → sets new password → auto-login.
- User resets password in under 2 minutes without IT contact
- Reset link expires after 15 minutes
- Failed attempts are logged and alerted after 5 tries
- IT ticket volume for password resets drops ≥ 30% in pilot