Product Management - Product Flow
Create a great Product Flow using this template.
Engaging with a Client
Purpose: Outline the initial approach to client engagement.
Content: Best practices for first meetings, communication strategies, and establishing rapport.
Questions for the Client
Purpose: Identify critical questions to understand the client's vision and requirements.
Content: Open-ended questions focusing on the client's goals, target audience, expected features, budget, and timeline.
Data Collection for Each Feature
Purpose: Specify the type of data needed for understanding each feature.
Content: Data types like user demographics, market analysis, and technical requirements for the calling and messaging features.
Information Collection for Each Feature
Purpose: Elaborate on the detailed information required for each feature.
Content: API integrations, hardware compatibility, and user interface requirements.
Handling Non-responsive Clients
Purpose: Strategies for proceeding when the client is unresponsive or unclear.
Content: Using industry benchmarks alternative research methods, reaching out to stakeholders.
Conducting User Research
Purpose: Detailing the approach for gathering user insights.
Content: Methods like surveys, interviews, focus groups, user personas, and usage scenarios.
Distinguishing Client Wants vs Needs
Purpose: Framework for identifying and prioritizing client requests.
Content: Techniques to differentiate between essential features and desirable additions, balancing business goals and user needs.
High-Level Timeline
Purpose: Outlining significant milestones and releases over 12 months.
Content: Gantt chart or timeline showing phases like planning, development, testing, launch, and post-launch support.
Top 10 Features with Dependencies
Purpose: Identify key features and their dependencies or constraints.
Content: Detailed list of features with associated technical, resource, or time dependencies.
Decomposing Features
Purpose: Break down each feature into manageable components.
Content: For each feature, list sub-features, tasks, and responsible teams or individuals.
Acceptance Criteria for a User Story
Purpose: Define clear criteria for evaluating whether a user story is complete.
Content: Specific, measurable criteria for one user story, demonstrating what success looks like for that feature.
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IASA - Product Roadmap Canvas
Works best for:
Roadmap, Mapping, Planning
The IASA - Product Roadmap Canvas template offers a holistic view of product development by integrating key elements such as customer needs, business goals, and technology requirements. By utilizing this canvas, teams can align their product strategy with market demands and ensure that development efforts are focused on delivering maximum value to customers.
[Triple Diamond] Project Map
Works best for:
Roadmap, Mapping, Planning
The [Triple Diamond] Project Map template provides a comprehensive framework for managing project initiatives from inception to delivery. By guiding teams through the stages of discovery, definition, and delivery, this template ensures alignment with stakeholder expectations and project objectives. With a focus on user-centric design and iterative development, teams can deliver high-quality solutions that meet user needs and drive business value.
Budget Planning Template
Works best for:
Planning
A budget template is a comprehensive yet flexible framework that allows you to monitor and control your finances. With user-friendly functions and numerous customization options, this tool helps you create a budget tailored to your specific needs and goals. Whether new to budgeting or an experienced financial planner, a budget template is an excellent tool to help you manage finances effectively.
Design Research Template
Works best for:
UX Design, Design Thinking, Desk Research
A design research map is a grid framework showing the relationship between two key intersections in research methodologies: mindset and approach. Design research maps encourage your team or clients to develop new business strategies using generative design thinking. Originally designed by academic Liz Sanders, the framework is meant to resolve confusion or overlap between research and design methods. Whether your team is in problem-solving or problem space definition mode, using a research design template can help you consider the collective value of many unrelated practices.
The Product HQ— your product's source of truth.
Works best for:
Product Management, Planning
An HQ for all your product thinking. A central place for you and your team to articulate and cultivate your point of view with regard to the concept at hand (be it a product, a service or something in between).
User Interview Template
Works best for:
Desk Research, Product Management
A user interview is a UX research technique in which researchers ask the user questions about a topic. They allow your team to quickly and easily collect user data and learn more about your users. In general, organizations conduct user interviews to gather background data, to understand how people use technology, to take a snapshot of how users interact with a product, to understand user objectives and motivations, and to find users’ pain points. Use this template to record notes during an interview to ensure you’re gathering the data you need to create personas.