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FLOW WORK SYSTEMS GLOBAL NAVIGATION

⌂ CEO Operating System

OPERATE 🎛 CEO Dashboard ☀ Daily Action 🗓 Weekly Review

• Business portfolio
• Build & maintain
• Records & resources </aside>

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FLOW WORK SYSTEMS · MAJOR PROJECT DASHBOARD TEMPLATE

Duplicate this project record, rename it, connect it to the correct business, assign the Project Lead, and define the intended result, next milestone, health, priority, and review schedule. Then create one primary task view filtered to this project and add only the supporting views the team will actually use.

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OUTCOME

Describe the result the project must produce in a way that can be observed or verified, rather than listing the work that will be done.

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NEXT MILESTONE

Name the next important result or stage change and the proof needed to confirm it.

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COMPLETION REQUIREMENTS

State the requirements that must be met before the project can move to the next stage or be marked complete.

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Project Readiness Gate

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CHECK THE SIX BASICS BEFORE ADDING MORE WORK.

Rate the outcome, owner, next milestone, dependencies, proof of completion, and decision path. Fix the weakest area before adding scope, views, automation, or people.

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fw-project-readiness-gate-template-v1.html

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Use Copy review note, then update the original Project, Task, and Decision records. This check supports a decision; it is not a second status tracker.

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Required project properties

• Business relation as the canonical link to the correct business. Business Area is a legacy compatibility helper and should be populated only when an existing linked view still requires it.
• Project Lead as the person accountable for the project
• Intended result and a clear measure of success
• The condition or decision that starts the project
• Next milestone and target date
• Health, priority, and whether a decision is needed
• Requirements that must be met before completion
• Who receives the work at each important handoff
• Known exceptions and when to escalate them
• Review schedule

Required dashboard sections