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Write a Project Recap People Actually Want to Read

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Write a Project Recap People Actually Want to Read

Jeff Su 07.12.2021 24 869 просмотров 904 лайков обн. 18.02.2026

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Download my Project Recap template ➡️ https://www.jeffsu.org/google-docs/ ✍🏻 When was the last time you came across a Project Recap at work you actually wanted to read? Wouldn't you like to write one that your colleagues actually want to read? 🤓 First and foremost, you really do help others when you share your (honest) learnings and takeaways after a project or campaign is completed. You also keep yourself (and your team) accountable by stating whether you hit the targets you initially set out to achieve. Finally, you increase your presence in a very authentic way by sharing the recap with relevant individuals in the workplace As you can see in my campaign summary email, formatting plays a huge role in readability. You can literally have the best recap ever but it's irrelevant if no-one reads past the first line (or even clicks into the email for that matter!) Within the recap, you want to include "Context," "Business Impact," "Takeaways & Learnings," and the "Thank You" sections to keep everything nice and organized Hopefully this video helps professionals become...well, more professional and productive in the workplace 😁 TIMESTAMPS 00:00 How NOT to Write a Project Recap 00:34 Benefits of Writing Project Recaps 01:38 Download my Project Recap Template 01:50 Project Recap Formatting Tips 02:46 Project Recap Content Tips 03:50 Context Section 04:06 Business Impact Section 05:01 Takeaways and Learnings Section 06:29 Thank You Section RESOURCES I MENTION IN THE VIDEO Intro to Event Management Video - https://youtu.be/b3B24wl3gCQ MY FAVORITE GEAR 🎥 My YouTube Gear - https://geni.us/youtube-gear 🎒 What's In My Bag - https://geni.us/mybag 💻 What's On My Desk - https://geni.us/mydesk 🛩 What I Travel With - https://geni.us/mytravel MY FAVORITE SOFTWARE ✍️ Skillshare - https://geni.us/skillshare-jeff BE MY FRIEND: 📧 Subscribe to my Productivity newsletter - https://www.jeffsu.org/productivity-ping/ 📸 Instagram - https://instagram.com/j.sushie 🤝 LinkedIn - https://www.linkedin.com/in/jsu05/ 👋🏻 Clubhouse - https://www.joinclubhouse.com/@jsushie 👨🏻‍💻 WHO AM I: I'm Jeff, a full time Product Marketer. In my spare time I like to tinker with tools and create systems that help me get things done faster - or as one of my friends puts it: "Get better at being lazy" 😏 If you'd like to talk, I'd love to hear from you. Messaging me on Instagram (@j.sushie) directly will be the quickest way to get a response! PS: Some of the links in this description are affiliate links I get a kickback from 😇 Disclaimer: My opinions are my own and may not reflect that of my employer #projectrecap #visibility #email

Оглавление (9 сегментов)

0:00 How NOT to Write a Project Recap 123 сл.
0:34 Benefits of Writing Project Recaps 217 сл.
1:38 Download my Project Recap Template 42 сл.
1:50 Project Recap Formatting Tips 182 сл.
2:46 Project Recap Content Tips 179 сл.
3:50 Context Section 46 сл.
4:06 Business Impact Section 157 сл.
5:01 Takeaways and Learnings Section 288 сл.
6:29 Thank You Section 180 сл.

How NOT to Write a Project Recap

most people think that the proper way to write a project recap email is to be as formal as possible and include as much information as possible after all we're probably sending this to a large group of colleagues including senior managers and directors in my own personal experience though that's not always the best way to go about it all the formalities and information in the world are irrelevant if no one reached past the first sentence so in this video i'm going to walk through a project recap template i use and it's structured after some of the most effective project recaps i've come across at work for my much more capable colleagues let's get started hi friends welcome back to

Benefits of Writing Project Recaps

channel if you're new here my name is jeff and let's first quickly run through the benefits of writing project recaps right off the bat your achievements and learnings will benefit other teams i can't tell you the number of times i've copied an idea from a colleague and adapted it for my own projects for those of you who watched my intro to event management video i basically stole that spreadsheet structure from my teammate oscar wong and i was only able to do that because he included a hyperlink in his recap email second accountability as a project goes on it's easy to lose sight of the original objectives so it's useful to include the metrics we set out to achieve in the recap and clearly state whether we hit those targets or not we'll go over exactly how to do this in a little bit third is a healthy selfish reason presence in the workplace sending out a summary that will benefit others after an entire project is completed is a very natural way to broadcast your achievements without coming off as inauthentic i'm actually very interested to hear whether there's a culture of sending out project recap emails where you work so let me know down in the comments below now that you

Download my Project Recap Template

know the benefits of writing project recaps at work i'm going to go over a few practical tips you can use immediately feel free to click the link down below or go to my website to download this template and follow along

Project Recap Formatting Tips

first and foremost you want to write your entire recap on a shared work document as opposed to just composing an email why number one this format is much easier for other people like your manager to review number two it's convenient for other team members to give input and feedback since the project itself was most likely a team effort and three you can easily make a copy of this google doc the next time you write and recap and trust me when i tell you this saves a lot of time the first page of a shared document should just include the title of the email who you're sending it to and who you're cc'ing and bc seeing there are actually unspoken rules about who should be on which list but we'll get to that in a little bit for now just remember that everyone in the 2 and cc fields will receive those somewhat spammy reply all emails with omg congratulations the project jeff harry's still single while those on the bcc fields will be spared the actual content

Project Recap Content Tips

starts on the second page and this is a nice little formatting trick i picked up basically if you just highlight and copy this part command c uh it will paste the formatting perfectly within gmail so you know how it looks here will be you will also notice i included relevant images graphs headers and subheaders to break up large chunks of text and improve readability moving on to the actual content it's always best practice to include two to three sentences right at the beginning with quantifiable results this too long didn't read tldr snippet has one main objective it should convey just enough information to help the reader decide whether or not they need to read the rest of the email for colleagues who want to draw inspiration the numbers will tell them how big the impact was and they'll read on to see how you did it for senior leaders and cross-functional teams they can just glance at this one section know the end result without having to dig through the entire email the context

Context Section

part usually describes why the project was needed in the first place so it's good to bring up the initial pain point you're trying to solve for i've also bolded certain phrases and sentences here and throughout the recap that i think are worth emphasizing for

Business Impact Section

the business impact section always include the objectives the project set out to achieve in the first place for example three months ago the working group decided that project infinity 3. 0 aim to boost the number of large orders increase sales and decrease cost so here you first share measurable results to provide an unbiased view on your performance then you can add a little bit of subjective commentary explaining how the numbers might have exceeded expectations pro tip always include historical or industry numbers for benchmark purposes for example 1. 2 million in sales would be terrible if we were at 1. 5 million before so it's always good to add relevant context in this next subsection you want to briefly talk about what the next steps are given the results that you've seen are we going to continue the project why are we not what are the benefits and risks to doing that okay

Takeaways and Learnings Section

this next part takeaways and learnings is in my opinion the most important section but also the most difficult to get right why well we're usually very invested in our own projects right we know everything about it we think everything is important and therefore we think everything we did is relevant to mention in the recap for the highlight subsection the trick is to think about the initial user pain point you wanted to address and only include key activities that contributed towards that goal for example one of the pain points for dunder mifflin was that they were losing market share to their competitors who were selling online so one of the highlights would be that by copying the website layout of their competitors they're able to launch their own website much faster lowlights is also tricky because no one likes to openly admit mistakes that they've made right but we know there are no perfect projects apart from this youtube channel so my advice here is to ask colleagues and cross-functional teams involved in this project if they were to work with you again what they wish you would have done differently i really like the phrasing of this question because one you often receive honest answers as opposed to oh it's the best project ever and two their answers will often include the solution to the issue as well for this specific low light someone probably mentioned the project manager should be more decisive when problems come up to avoid pushing back deadlines and for the overall section like takeaways and learnings the rule of thumb is a maximum of three highlights and three low lights to keep things concise alright the thank you

Thank You Section

category the executive sponsors are usually the senior leaders who asked for the project in the first place and provided mentorship and guidance throughout for key contributors you want to give a shout out to everyone who helped with the project and pro tip ask your working group to add people here because you will definitely not remember everyone i have definitely hurt other people's feelings before and core team being the humble professionals that we are we leave ourselves for last and link any relevant documents at the very bottom here the informal rule i talked about earlier is to include the named individuals in the to field and cc the teams of the key contributors so that their teammates and colleagues are aware of their contributions it's small things like this that makes us the humble professionals such a pleasure to work with if you found this walkthrough helpful you might enjoy my video on the one tip that will improve your communication skills at work see on the next video in the meantime have a great one

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