Versions Compared

Key

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

Introduction

Expand
titleSection Explanation. Click to expand.readme

The product requirements document (PRD) is a central document used to align all stakeholders (product management, engineering, QA, designers, and leadership) on how we will solve a specific problem with the proposed solution.

When creating the PRD, provide just as much information as needed and nothing more. If the document is too long and complex, it will quickly become outdated, and readers will lose interest.In this latest iteration of the Unified Compliance PRD template, we changed the template to help raise visibility of how the proposed product (or feature set) adheres to Unified Compliance’s strategic plan including details on why this product proposal is important to Unified Compliance.

Strategic Planning and Decision Making

  • Vision and Goal Setting: articulates the vision alignment, problem being addressed, and goals of the product proposal describing what the product is, who it is for, and how it will benefit the users and the organization.

  • Decision-Making Framework: helps in making informed decisions throughout the product development process acting as a reference point for evaluating progress and making changes.

  • Performance Measurement: sets the criteria for measuring the success of the product through specified metrics and key performance indicators (KPIs) including potential financial impact.

  • Basis for Prioritization: helps in prioritizing features based on the product strategy, market needs, and resource constraints
    Expand
    titleSection Explanation. Click to expand.
    readme

    Describe the problem we are solving, the high-level approach, and goals so that before we get too far into the details, readers will have a good understand of where we are headed.

    Expand
    titleThe Problem

    What problem are we trying to solve?


    Start writing here:
    Expand
    titleHigh-level Approach

    Briefly describe the approach you’re taking to solve this problem. Provide enough information for the reader to imagine possible solution directions and get a rough sense of the scope of this proposal.


    Start writing here:
    Expand
    titleGoals

    What does success look like? What metrics do we measure today that we can we effect and why affect? What metrics should we absolutely add? Why it is important to affect those metrics?

    Goal

    Metric

    Why Important?

    Scope and Features

    Expand
    titleSection Explanation. Click to expand.readme

    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 productsection focusses on the details of the solution including what is in scope, what is out of scope and additional information to help in the product and engineering collaboration process.

    Expand
    titleFeatures

    Describe the product features that will bring value to customers and fulfill underserved need(s).

    Feature

    Use Case / Problem Solved

    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.

    RequirementFeature

    Comments

    Expand
    titleProcess flows and UX

    If we have them, link to:

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

    • mockups, prototypes, or screenshots related to the requirements.


    Link here:
    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.


    Start writing here:
    Expand
    titleOpen Questions

    List any open questions that come to mind throughout the lifecycle of this initiative.

    Question

    Answer

    Date Answered

    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.

    Milestones and Launch Checklist

    Expand
    titleSection Explanation. Click to expand.readme

    The intent of this section is for the following:

    Technical 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 alignmentis mostly focused on getting the solution “out the door” and who else is affected outside the product and engineering teams.

    Expand
    titleTechnical Risk Mitigation

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

    Risk

    Mitigation Strategy

    Expand
    titleLaunch Readiness

    Identify any relevant milestones that people should now know about. Will we “eat it” ourselves first? Will this require a beta? and what is the target launch date?

    Date

    Milestone

    Audience

    Description

    TBD

    Dogfood 🐶

    Internal employees only.

    Testing internally

    TBD

    Beta 🎈

    Early cohort of X customers.

    Getting user feedback

    TBD

    Public Launch 🚀

    Roll-out to all users.

    Let’s do it!

    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

    Additional References

    Expand
    titleSection Explanation. Click to expand.additional references

    List and link to any other reference sites, documents … that might be important to the reader including the business model canvas (BMC).


    Start writing or linking here: