📊 OVERVIEW
An editable Excel template designed to capture key project and customer details in a single, reusable format. Includes modular sections for project metadata, customer contacts, delivery context, and stakeholder inputs—ideal for internal planning, client-facing documentation, and delivery assurance.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 🗂️ Project title, reference, and phase fields
• 👥 Customer name, contact, and organisation details
• 📋 Delivery context and scope summary
• 🔗 Stakeholder inputs and alignment prompts
• 🗒️ Optional notes and version tracking
• ✅ Clear section headers for client-side editing
🧠 USE CASES
• Internal documentation of project and customer context
• Client-facing summary of delivery setup
• Stakeholder alignment and onboarding
• Reusable format for multi-project environments
🎯 FEATURES
• Editable .xlsx format with UK spelling and formatting
• Modular layout for project and customer tracking
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
