Guides › Trades & Field Services
Make it clear who owns each step of a project
Build a simple who-does-what chart and timeline for a logistics project, shared with the team and checked off as you go.
When to use it
At the start of a new site, customer launch or system change
Step by step
Describe the project
Write a few lines on the goal, the go-live date, the teams involved and anything you know must happen, such as testing or training.
Ask for a plan and ownership chart
Paste your description into your AI assistant with this prompt.
Prompt to copyHelp me plan this logistics project: [description]. Go-live: [date]. Teams: [list]. Please create: 1) a task list grouped into phases, with start date, end date and dependencies; 2) a responsibility chart with each task down the side and each team across the top, marking who is Responsible, who Approves, who is Consulted and who is just Informed (one approver per task); 3) the 5 biggest risks to the go-live date with an early warning sign for each. Format the task list and chart as tables I can paste into a spreadsheet.Put it in a shared sheet
Paste both tables into Google Sheets, add a Status column with a drop-down (Not started, In progress, Done, Blocked) and share it with the team.
Keep it moving
Post the sheet link in your project Slack channel and ask owners to update their status before each weekly check-in.
What you get
Task: Label printer set-up at new site. Responsible: IT. Approves: Site Manager. Consulted: Warehouse lead. Informed: Customer service. Dates: 3-7 Mar, after network install. Risk: printer delivery slips - warning sign: no tracking number by 24 Feb.
Tips
- Ask the AI to compare the updated sheet with last week's version and list what slipped.