Hello! This guide is to help teams better frame brand new projects into 1 clear goal we can all drive towards together. To use, go ahead and duplicate it in the upper-right corner and start filling it out.
Remember, you’re trying to land on something clearly measurable for whomever it should be for (company, persona) that has a timeline of when we check it/ how we’ll track it. Here’s an example of the outcome you should be striving towards:
<aside> 📊 EX: 30% of the buyer personas will complete their profile from the wizard we design 1month post-launch
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You’ll see examples like this based on some of the other questions below that can be alternatives depending on your needs and hopes.
What we hope to lead you away from, is the terribly unhelpful “make it better” that creates friction around everyone’s own definition of what that means. Sometimes it helps to start with problem areas like:
Churn was up last month (February) at 4.7%, we try to keep it below 3%. How might we support that?
Additionally, it’s usually worth while to take this time to look at your internal team and issues that could be resolved in a new release:
There may need to be coordination between the company’s different platforms.
Customer Success team can take ownership of the metric since they’re in the portal all day.
Marketing should be involved so they know exactly what’s being created so they can act as our broadcasters as we’re prepping for release
Alrighty let’s jump into the What, Why, Who and the When.