Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleGoals

What does success look like? What metrics can we effect and why it is important to affect those metrics?

Goal

Metric

Why Important?

Scope and Features Requirements

Expand
titleSection Explanation. Click to expand.

The intent of this section is for the following:

Scope Definition: defines the scope of the proposed product (or features), including what will and will not be included helping manage expectations and focus development efforts.

Guideline for Development: provides detailed information on the product’s features, functionalities, user flow, and interface to guide the development team in building the product.

Framework: provides high-level evaluation criteria for alternative solutions (build, buy, partner) to evaluate different routes to success.

Expand
titleRequirementsFeatures

Describe the product requirements features that will fulfill the underserved need(s).

Feature description:

Use case / problem solved:

OR:

Requirement

Importance

Comments

Expand
titleOut of Scope / Future Functionality

List the known features that are out of scope for this project or might be revisited at a later time.

As is case with the assumptions, it is important to list these out so that architects and engineers can plan accordingly for these later updates.

Requirement

Comments

Link to mockups, prototypes, or screenshots
Expand
titleUser Interaction Process flows and Design
UX

If we have them, link to:

  • user journeys, process flow, or other diagrams related to the requirements.

Expand
titleProcess Flow Diagrams
Links to user journeys, process flow, or other diagrams
  • mockups, prototypes, or screenshots related to the requirements.

Expand
titleImpacted Product Components

If this project is a component to other areas or an update to an existing product, specifically call out where this product will interact with other areas.

...

Expand
titleAlternative Solutions

Provide a high-level evaluation criterion why we would not build in-house but outsource. for alternative solutions (build, buy, partner) to evaluate different routes to success.

...

Expand
titleSection Explanation. Click to expand.

The intent of this section is for the following:

Monetization: Financial impact this product will introduce (if any)

Risk Mitigation: Identifies potential technical risks and propose mitigation strategies.

Launch Readiness: launch checklist including high-level go-to-market plan to ensure cross-departmental alignment.

High-level Messaging: Includes Unique Selling Proposition (USP) raising visibility of the proposed solution’s value proposition.

...

Expand
titleMonetization

Will this product be part of an existing subscription or an add-on?

Will this product be usage based or part of a subscription?

Expand
titleTechnical Risk Mitigation

Identifies If applicable, identifies potential technical risks and propose mitigation strategies.

Risk

Mitigation Strategy

...

Expand
titleLaunch Checklist

This section is a reminder to the product team to make sure all relevant stakeholders are involved as necessary.

Area

Question

Answer (yes/no)

Instructions if "Yes” (or unsure)

Product

Are we introducing new functionality that requires changes to the pricing implementation.

 

The expectation is that these changes are part of the features in the PRD.

Customer Success

Will new training material be needed (or updates to existing classes)? 

 

Talk to the Customer Success team.

Customer Success

Do we need a new or updated onboarding experience?

 

Talk to the Customer Success team.

Support

Will new FAQs be required (or updates to existing ones)? API documentation?

 

Talk to the Customer Support team.

Support

Will this functionality require new support processes like new HubSpot workflows or saved replies? Or training the support team on the product?

 

Talk to the Support team.

Growth & Data

Do we need additional tracking in order to measure success and impact on user behavior for the new feature? Will UserFlow be used? Do we need a new Power BI report?

 

Review within our Product Team

Growth & Data

Could this impact CTAs? Or new-user-experience (NUX)?

 

Review within our Product Team

Growth & Data

Are we turning this product or feature on for everyone immediately or are we going to use feature flags for a slow roll-out?

 

Not applicable yet until feature flags are ready to go

Product

Are we running a Beta for this?

 

Review within our Product Team

Marketing

Are we introducing functionality where we will want to update or create new web pages? New/updated CTAs?

 

Talk with Marketing

...