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Base Camp/Onboarding & File Management/Notion Project Template

Notion Project Template

Updated March 12, 2025 View in Google Drive
notiontemplateprojectsetupRACIvendor directorytask trackermeeting notes

Invisible North — Notion Project Template

This is the master Notion project template used to spin up new projects at Invisible North. It provides a standardized structure for project documentation, task tracking, and team coordination.

Template Structure

Each new project in Notion should be created from this template. It includes the following sections:

Project Header

Fill in the project details at the top of the page:

  • Client: Client name
  • Campaign: Campaign or project name
  • Markets: Cities/markets involved
  • Project Dates: Pre-Pro / Live / Wrap dates
  • Status: Current project phase (Kickoff, Pre-Pro, Live, Wrap)
  • Budget Total: Total project budget

Team Roster

RolePrimary Focus
Senior ProducerBudget, Client Comms, Strategy, Vendors
ProducerVendors, Execution, Production Bible
Associate ProducerLogistics, Tracking, Meeting Notes
Account ExecutiveClient Relationship, Sales, Growth
Account ManagerClient Comms, Client Liaison, Day-to-Day Coordination

Databases Included

  • Key Documents: Central hub for all project documents with status tracking (Document Name, Link, Owner, Status, Type)
  • Task Tracker: Kanban-style task management for the project team
  • Meeting Notes: Database for all meeting notes and action items
  • Decision Log: Record of all key project decisions
  • Risk & Issue Tracker: Log of identified risks and active issues
  • Vendor Directory: Contact info and status for all project vendors
  • Contact Sheet: Full contact directory for the project

RACI Matrix

The template includes a built-in RACI matrix defining responsibilities across the team:

AreaSenior ProducerProducerAssociate ProducerAccount ExecutiveAccount Manager
Budget & SOWOwns / ApprovesSupportsTracksInformedInformed
Vendor ManagementApprovesManagesCoordinatesInformedInformed
Client CommsSupportsDraftsPreps MaterialsOverseesLeads
PermittingOverseesExecutesResearchesInformedInformed
Production BibleReviews / ApprovesWrites / UpdatesMaintains LinksInformedReviews
Meeting NotesReviewsAlternatesPrimary Note TakerReviewsReviews
On-Site ExecutionShow CallerOps LeadRunner / LoggerInformedOn-Site Liaison
Wrap ReportAuthorsContributesCompiles DataReviewsReviews / Presents

Wrap Report

The template includes a Wrap Report sub-page for post-project documentation and client delivery.

Key Contacts

JC

Johnathon Cramer

Head of Production