3- Initiative - Brief

Steps
9
Last edited
Oct 17, 2026
Created by
Nova

The process in detail

9 steps
  1. 1

    What is it? ⚡What problem are we solving?

  2. 2

    Why now? 🔥

  3. 3

    👨‍🌾🧑‍🔬👩‍💼🧑‍🎤🥷 Evidence.

  4. 4

    User story

  5. 5

    ⭐✨Business impact.

  6. 6

    Assumptions & Risks.

  7. 7

    Proposed Scope & Due date.

  8. 8

    Additional notes.

  9. 9

    Links & Documents

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1. What is it? ⚡What problem are we solving?

Brief summary of the proposal or hypothesis.

⚡What problem are we solving? What is the problem that needs to be solved? What do we know about the problem/challenge? What is the cause of the problem?

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2. Why now? 🔥
•How does this fit into our long tem strategy?
•Explain the opportunity.🔥
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3. 👨‍🌾🧑‍🔬👩‍💼🧑‍🎤🥷 Evidence.

👨‍🌾🧑‍🔬👩‍💼 How do we know it's a problem? What is the user impact?

Additional questions:

•Who are the exceptions?
•Would anyone need a different approach or solution?
•Who should not be affected by the changes?
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4. User story

Add a user story following this framework: "As a [persona], I want to [X], so that [I/We ....]"

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5. ⭐✨Business impact.

How would this new design, strategy or product impact your business?

For example:

•Increase monthly active users by 15% - by November.
•Generate 5% more revenue.
•Reduce the amount of work we need to do manually. Reducing internal costs by 5%.

⭐✨How can we measure success?

Write a note
6. Assumptions & Risks.

What do we assume to be true that materially impacts this?

Risks: Keep in mind the following concepts - value, usability, feasibility, and viability.

Write a note
7. Proposed Scope & Due date.

What does it entail?

Write a note
8. Additional notes.
Write a note
9. Links & Documents

Incorporate all notes and insights from previous sessions to draft a 1–2 page initiative brief, including a table mapping user stories to product requirements, for the team to review and refine.

Upload files or add links
Initiative canvas
  • Initiative Canvas
  • Overview
  • Acceptance criteria Given [some context] when [some action is carried out] then [a set of observable outcomes should occur].
  • User story As a [type of user], I want to [perform some task] so that I can [achieve some goal].
  • Objective What is the objective?Desired outcomes.
  • Justification What problem is being solved by the project/initiative/idea?
  • Start typing...
  • Leadership
  • Who is leading this initiative?
  • Start typing...
  • Subject matter expertise?
  • Priority
  • Estimate
  • Stakeholders Who are the project/initiative stakeholders? What are their priorities?
  • Metrics How do we measure success? [Success criteria]
  • Values What values will guide the teaming and decision making process?
  • Team rituals and celebrations How do you celebrate success?When?
  • Assumptions
  • Key constraints What will influence decisions and possibilities and needs to be closely considered in planning this initiative?
  • Scope How will the project be structured? Are they any milestones or versions?
  • Data & Analytics
  • Can influence
  • Information will help you achieve your objective
  • Must-Have
  • Beyond scope of control
  • Link to resources
  • Nice-Have
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Created byNova·Official process
Last edited Oct 17, 2026·9 steps