PM Checklist
Have you evaluated if anything is missing? Create a checklist for your team, this one is for PM but
- Steps
- 22
- Last edited
- Sep 27, 2023
- Created by
- Nova
About this process
Have you evaluated if anything is missing? Create a checklist for your team. (Product, Marketing, Sales, Design...) This is an example for Product.
The process in detail
22 steps- 1
Where can we find all the documentation for this initiative?
- 2
Evaluation Phase.
- 3
Has this initiative been approved to continue by your manager/team/client before moving forward?
- 4
Have you explored ideas and spent time looking for inspiration in design, technology, solutions, communication, etc.?
- 5
Any key information about the technology, solution, design, etc?
- 6
Discovery phase.
- 7
Discovery phase: Do you understand the root of the problem or the main objective of this initiative? Could you define the main problem you're trying to solve?
- 8
Have you evaluated all the requirements and chatted with all key stakeholders?
- 9
Stakeholders and requirements.
- 10
User perspective and user flow.
- 11
Where can we find the user story map, all the requirements and the epic?
- 12
Have you discussed the best solutions with the development team, and have you and the designer updated the design and requirements based on their technical constraints?
- 13
What considerations did you make to reduce costs and be able to validate the idea before committing to a "perfect solution"?
- 14
Has this epic and design been approved by your manager or client?
- 15
Grooming: After getting the bids from the development team, when will you commit to releasing this product or feature?
- 16
Grooming: Has this date been communicated to your manager/client and approved?
- 17
Validation plan.
- 18
Validation plan: Has this been approved by your manager/client?
- 19
Communication and Launch Plan.
- 20
Validation: Next steps.
- 21
Validation: Overall results.
- 22
Additional notes and conclusions.
Read the full text
1. Where can we find all the documentation for this initiative?
The product manager must go through several phases and steps before moving forward with an initiative.
👉It's essential to gather approvals in Nova or some other platform where conversations can be found, and all notes and decisions are saved in one place.
This should not take additional time, and in reality, it should help everyone find information, have confidence that things are moving forward, and that decisions and the support of the team are outstanding.
💼📁 Please share a link to the main folder or project space for this initiative or epic.🙏
2. Evaluation Phase.
👉Do you have enough information about what is happening in the market? Trends, opportunities, new behaviours, user demand, competitors, etc.
👉What your competitors are doing, and what are the new opportunities and needs in the market? Have you conducted any research about the market?
Provide a brief of all the key insights from your research. Mention why you think it's (or is not) important to move forward with this initiative, the value vs. cost/time this feature will take compared to other features (why this should be a priority? why now?), and the unknowns that could affect the results. ❤️Please add a link to the folder with all the information, but make sure you provide the brief here.
3. Has this initiative been approved to continue by your manager/team/client before moving forward?
- Yes
- No
4. Have you explored ideas and spent time looking for inspiration in design, technology, solutions, communication, etc.?
- Yes
- No
5. Any key information about the technology, solution, design, etc?
6. Discovery phase.
Have you done any discovery?
- Yes
- No
7. Discovery phase: Do you understand the root of the problem or the main objective of this initiative? Could you define the main problem you're trying to solve?
8. Have you evaluated all the requirements and chatted with all key stakeholders?
- Yes
- No
9. Stakeholders and requirements.
Who was part of the definition of those requirements?👨🌾🧑🏭👨🎨👨🎤👳🧕🤰 Please provide a link to all the notes from those conversations. What requirements had to be negotiated and will be out of scope for now?🔥
10. User perspective and user flow.
Have you defined and understood the design criteria and priorities and provided a user story map or enough information for the designer to build a design that keeps in mind all the requirements and user flow? Have you defined the user stories and epic from the user's perspective?
- Yes
- No
11. Where can we find the user story map, all the requirements and the epic?
Please provide a link to the initiative canvas/epic.👀✔👍
12. Have you discussed the best solutions with the development team, and have you and the designer updated the design and requirements based on their technical constraints?
- Yes
- No
13. What considerations did you make to reduce costs and be able to validate the idea before committing to a "perfect solution"?
14. Has this epic and design been approved by your manager or client?
- Yes
- No
15. Grooming: After getting the bids from the development team, when will you commit to releasing this product or feature?
16. Grooming: Has this date been communicated to your manager/client and approved?
- Yes
- No
17. Validation plan.
📈📊📋Have you defined your success metric and had a conversation with the data analyst in the team to define your success metrics?
Are you making sure the developers know that you would like to monitor those data points?
18. Validation plan: Has this been approved by your manager/client?
- Yes
- No
19. Communication and Launch Plan.
🔥🌈Have you defined the communication and user acquisition plan? If yes, please provide information about which things are required so that current users are informed about changes, and new users get excited to engage with this feature. How are you helping them get their job done?
Share the link here.
20. Validation: Next steps.
Have you added a task to your calendar to share results with the team and validate this initiative? Have you had chat with your manager about next steps? Please provide a link to that plan.