Initial commit
This commit is contained in:
446
skills/one-pager-prd/resources/methodology.md
Normal file
446
skills/one-pager-prd/resources/methodology.md
Normal file
@@ -0,0 +1,446 @@
|
||||
# One-Pager PRD Methodology
|
||||
|
||||
## Table of Contents
|
||||
1. [Problem Framing Techniques](#1-problem-framing-techniques)
|
||||
2. [Metric Definition & Trees](#2-metric-definition--trees)
|
||||
3. [Scope Prioritization Methods](#3-scope-prioritization-methods)
|
||||
4. [Writing for Clarity](#4-writing-for-clarity)
|
||||
5. [Stakeholder Management](#5-stakeholder-management)
|
||||
6. [User Story Mapping](#6-user-story-mapping)
|
||||
7. [PRD Review & Iteration](#7-prd-review--iteration)
|
||||
|
||||
---
|
||||
|
||||
## 1. Problem Framing Techniques
|
||||
|
||||
### Jobs-to-be-Done Framework
|
||||
|
||||
**Template:** "When I [situation], I want to [motivation], so I can [outcome]."
|
||||
|
||||
**Example:** ❌ "Users want better search" → ✓ "When looking for a document among thousands, I want to filter by type/date/author, so I can find it in <30 seconds"
|
||||
|
||||
**Application:** Interview users for triggers, understand workarounds, quantify pain.
|
||||
|
||||
### Problem Statement Formula
|
||||
|
||||
**Template:** "[User segment] struggles to [task] because [root cause], resulting in [quantified impact]. Evidence: [data]."
|
||||
|
||||
**Example:** "Power users (15% of users, 60% usage) struggle to edit multiple rows because single-row editing only, resulting in 5h/week manual work and 12% higher churn. Evidence: churn interviews (8/10 cited), analytics (300 edits/user/week)."
|
||||
|
||||
### 5 Whys (Root Cause Analysis)
|
||||
|
||||
Ask "why" 5 times to get from symptom to root cause.
|
||||
|
||||
**Example:** Users complain search is slow → Why? Query takes 3s → Why? DB not indexed → Why? Schema not designed for search → Why? Original use case was CRUD → Why? Product pivoted.
|
||||
|
||||
**Root Cause:** Product pivot created tech debt. Real problem: Re-architect for search-first, not just optimize queries.
|
||||
|
||||
### Validation Checklist
|
||||
- [ ] Talked to 5+ users
|
||||
- [ ] Quantified frequency and severity
|
||||
- [ ] Identified workarounds
|
||||
- [ ] Confirmed top 3 pain point
|
||||
- [ ] Checked if competitors solve this
|
||||
- [ ] Estimated TAM
|
||||
|
||||
---
|
||||
|
||||
## 2. Metric Definition & Trees
|
||||
|
||||
### SMART Metrics
|
||||
|
||||
Specific, Measurable, Achievable, Relevant, Time-bound.
|
||||
|
||||
❌ "Improve engagement" → ✓ "Increase WAU from 10K to 15K (+50%) in Q2"
|
||||
❌ "Make search faster" → ✓ "Reduce p95 latency from 3s to <1s by Q1 end"
|
||||
|
||||
### Leading vs Lagging Metrics
|
||||
|
||||
**Lagging:** Outcomes (revenue, retention). Slow to change, final success measure.
|
||||
**Leading:** Early signals (adoption, usage). Fast to change, enable corrections.
|
||||
|
||||
**Example:** Lagging = Revenue. Leading = Adoption rate, usage frequency.
|
||||
|
||||
### Metric Tree Decomposition
|
||||
|
||||
Break down North Star into actionable sub-metrics.
|
||||
|
||||
**Example:** Revenue = Users × Conversion × Price
|
||||
- Users = Signups + Reactivated
|
||||
- Conversion = Activate × Value × Paywall × Pay Rate
|
||||
|
||||
**Application:** Pick 2-3 metrics from tree you can influence.
|
||||
|
||||
### Metric Anti-Patterns
|
||||
|
||||
❌ **Vanity:** Signups without retention, page views without engagement
|
||||
❌ **Lagging-Only:** Only revenue (too slow). Add adoption/engagement.
|
||||
❌ **Too Many:** 15 metrics. Pick 1 primary + 2-3 secondary.
|
||||
❌ **No Baselines:** "Increase engagement" vs "From 2.5 to 4 sessions/week"
|
||||
|
||||
---
|
||||
|
||||
## 3. Scope Prioritization Methods
|
||||
|
||||
### MoSCoW Method
|
||||
|
||||
**Must-Have:** Feature doesn't work without this
|
||||
**Should-Have:** Important but feature works without it (next iteration)
|
||||
**Could-Have:** Nice to have if time permits
|
||||
**Won't-Have:** Explicitly out of scope
|
||||
|
||||
**Example: Bulk Edit**
|
||||
- **Must:** Select multiple rows, edit common field, apply
|
||||
- **Should:** Undo/redo, validation error handling
|
||||
- **Could:** Bulk delete, custom formulas
|
||||
- **Won't:** Conditional formatting (separate feature)
|
||||
|
||||
### Kano Model
|
||||
|
||||
**Basic Needs:** If missing, users dissatisfied. If present, users neutral.
|
||||
- Example: Search must return results
|
||||
|
||||
**Performance Needs:** More is better (linear satisfaction)
|
||||
- Example: Faster search is better
|
||||
|
||||
**Delight Needs:** Unexpected features that wow users
|
||||
- Example: Search suggests related items
|
||||
|
||||
**Application:** Must-haves = Basic needs. Delights can wait for v2.
|
||||
|
||||
### RICE Scoring
|
||||
|
||||
**Reach:** How many users per quarter?
|
||||
**Impact:** How much does it help each user? (0.25 = minimal, 3 = massive)
|
||||
**Confidence:** How sure are you? (0% to 100%)
|
||||
**Effort:** Person-months
|
||||
|
||||
**Score = (Reach × Impact × Confidence) / Effort**
|
||||
|
||||
**Example:**
|
||||
- Feature A: (1000 users × 3 impact × 80% confidence) / 2 months = 1200
|
||||
- Feature B: (5000 users × 0.5 impact × 100%) / 1 month = 2500
|
||||
- **Prioritize Feature B**
|
||||
|
||||
### Value vs Effort Matrix
|
||||
|
||||
**2×2 Grid:**
|
||||
- **High Value, Low Effort:** Quick wins (do first)
|
||||
- **High Value, High Effort:** Strategic projects (plan carefully)
|
||||
- **Low Value, Low Effort:** Fill-ins (do if spare capacity)
|
||||
- **Low Value, High Effort:** Avoid
|
||||
|
||||
**Determine Scope:**
|
||||
1. List all potential features/requirements
|
||||
2. Plot on matrix
|
||||
3. MVP = High Value (both high/low effort)
|
||||
4. v2 = Medium Value
|
||||
5. Backlog/Never = Low Value
|
||||
|
||||
---
|
||||
|
||||
## 4. Writing for Clarity
|
||||
|
||||
### Pyramid Principle
|
||||
|
||||
**Structure:** Lead with conclusion, then support.
|
||||
|
||||
**Template:**
|
||||
1. **Conclusion:** Main point (problem statement)
|
||||
2. **Key Arguments:** 3-5 supporting points
|
||||
3. **Evidence:** Data, examples, details
|
||||
|
||||
**Example:**
|
||||
1. **Conclusion:** "We should build bulk edit because power users churn without it"
|
||||
2. **Arguments:**
|
||||
- 12% higher churn among power users
|
||||
- Competitors all have bulk edit
|
||||
- Users hack workarounds (exports to Excel)
|
||||
3. **Evidence:** Churn analysis, competitive audit, user interviews
|
||||
|
||||
**Application:** Start PRD with executive summary using pyramid structure.
|
||||
|
||||
### Active Voice & Concrete Language
|
||||
|
||||
**Passive → Active:**
|
||||
- ❌ "The feature will be implemented by engineering"
|
||||
- ✓ "Engineering will implement the feature"
|
||||
|
||||
**Vague → Concrete:**
|
||||
- ❌ "Improve search performance"
|
||||
- ✓ "Reduce search latency from 3s to <1s"
|
||||
|
||||
**Abstract → Specific:**
|
||||
- ❌ "Enhance user experience"
|
||||
- ✓ "Reduce clicks from 10 to 3 for common task"
|
||||
|
||||
### Avoid Jargon & Acronyms
|
||||
|
||||
**Bad:** "Implement CQRS with event sourcing for the BFF layer to optimize TTFB for SSR"
|
||||
|
||||
**Good:** "Separate read and write databases to make pages load faster (3s → 1s)"
|
||||
|
||||
**Rule:** Define acronyms on first use, or avoid entirely if stakeholders unfamiliar.
|
||||
|
||||
### Use Examples Liberally
|
||||
|
||||
**Before (Abstract):**
|
||||
"Users need flexible filtering options"
|
||||
|
||||
**After (Concrete Example):**
|
||||
"Users need flexible filtering. Example: Data analyst wants to see 'all invoices from Q4 2023 where amount > $10K and status = unpaid' without opening each invoice."
|
||||
|
||||
**Benefits:** Examples prevent misinterpretation, make requirements testable.
|
||||
|
||||
### Scannable Formatting
|
||||
|
||||
**Use:**
|
||||
- **Bullets:** For lists (easier than paragraphs)
|
||||
- **Headers:** Break into sections (5-7 sections max per page)
|
||||
- **Bold:** For key terms (not entire sentences)
|
||||
- **Tables:** For comparisons or structured data
|
||||
- **Short paragraphs:** 3-5 sentences max
|
||||
|
||||
**Avoid:**
|
||||
- Long paragraphs (>6 sentences)
|
||||
- Wall of text
|
||||
- Too many indentation levels (max 2)
|
||||
|
||||
---
|
||||
|
||||
## 5. Stakeholder Management
|
||||
|
||||
### Identifying Stakeholders
|
||||
|
||||
**Categories:**
|
||||
- **Accountable:** PM (you) - owns outcome
|
||||
- **Approvers:** Who must say yes (eng lead, design lead, exec sponsor)
|
||||
- **Contributors:** Who provide input (engineers, designers, sales, support)
|
||||
- **Informed:** Who need to know (marketing, legal, customer success)
|
||||
|
||||
**Mapping:**
|
||||
1. List everyone who touches this feature
|
||||
2. Categorize by role
|
||||
3. Identify decision-makers vs advisors
|
||||
4. Note what each stakeholder cares about most
|
||||
|
||||
### Tailoring PRD for Stakeholders
|
||||
|
||||
**For Engineering:**
|
||||
- Emphasize: Technical constraints, dependencies, edge cases
|
||||
- Include: Non-functional requirements (performance, scalability, security)
|
||||
- Avoid: Over-specifying implementation
|
||||
|
||||
**For Design:**
|
||||
- Emphasize: User flows, personas, success criteria
|
||||
- Include: Empty states, error states, edge cases
|
||||
- Avoid: Specifying UI components
|
||||
|
||||
**For Business (Sales/Marketing/Exec):**
|
||||
- Emphasize: Business impact, competitive positioning, revenue potential
|
||||
- Include: Go-to-market plan, pricing implications
|
||||
- Avoid: Technical details
|
||||
|
||||
**For Legal/Compliance:**
|
||||
- Emphasize: Privacy, security, regulatory requirements
|
||||
- Include: Data handling, user consent, audit trails
|
||||
- Avoid: Underestimating compliance effort
|
||||
|
||||
### Getting Buy-In
|
||||
|
||||
**Technique 1: Pre-socialize**
|
||||
- Share draft with key stakeholders 1:1 before group review
|
||||
- Gather feedback, address concerns early
|
||||
- Avoid surprises in group meeting
|
||||
|
||||
**Technique 2: Address Objections Preemptively**
|
||||
- Anticipate concerns (cost, timeline, technical risk)
|
||||
- Include "Risks & Mitigation" section
|
||||
- Show you've thought through trade-offs
|
||||
|
||||
**Technique 3: Present Options**
|
||||
- Don't present single solution as fait accompli
|
||||
- Offer 2-3 options with pros/cons
|
||||
- Recommend one, but let stakeholders weigh in
|
||||
|
||||
**Technique 4: Quantify**
|
||||
- Back up claims with data
|
||||
- "This will save users 5 hours/week" (not "improve efficiency")
|
||||
- Estimate revenue impact, churn reduction, support ticket decrease
|
||||
|
||||
---
|
||||
|
||||
## 6. User Story Mapping
|
||||
|
||||
### Concept
|
||||
Map user journey horizontally (steps), features vertically (priority).
|
||||
|
||||
### Structure
|
||||
|
||||
**Backbone (Top Row):** High-level activities
|
||||
**Walking Skeleton (Row 2):** MVP user flow
|
||||
**Additional Features (Rows 3+):** Nice-to-haves
|
||||
|
||||
**Example: E-commerce Checkout**
|
||||
```
|
||||
Backbone: Browse Products → Add to Cart → Checkout → Pay → Confirm
|
||||
Walking Skeleton: View list → Click "Add" → Enter info → Card → Email receipt
|
||||
v2: Filters, search → Save for later → Promo codes → Wallet → Order tracking
|
||||
v3: Recommendations → Wish list → Gift wrap → BNPL → Returns
|
||||
```
|
||||
|
||||
### Application to PRD
|
||||
|
||||
1. **Define backbone:** Key user activities (happy path)
|
||||
2. **Identify MVP:** Minimum to complete journey
|
||||
3. **Slice vertically:** Each slice is shippable increment
|
||||
4. **Prioritize:** Top rows are must-haves, bottom rows are v2/v3
|
||||
|
||||
### Benefits
|
||||
- Visual representation of scope
|
||||
- Easy to see MVP vs future
|
||||
- Stakeholder alignment on priorities
|
||||
- Clear release plan
|
||||
|
||||
---
|
||||
|
||||
## 7. PRD Review & Iteration
|
||||
|
||||
### Review Process
|
||||
|
||||
**Phase 1: Self-Review**
|
||||
- Let draft sit 24 hours
|
||||
- Re-read with fresh eyes
|
||||
- Check against rubric
|
||||
- Run spell check
|
||||
|
||||
**Phase 2: Peer Review**
|
||||
- Share with fellow PM or trusted colleague
|
||||
- Ask: "Is problem clear? Is solution sensible? Any gaps?"
|
||||
- Iterate based on feedback
|
||||
|
||||
**Phase 3: Stakeholder Review**
|
||||
- Share with approvers (eng, design, business)
|
||||
- Schedule review meeting or async comments
|
||||
- Focus on: Do we agree on problem? Do we agree on approach? Are we aligned on scope/metrics?
|
||||
|
||||
**Phase 4: Sign-Off**
|
||||
- Get explicit approval from each approver
|
||||
- Document who approved and when
|
||||
- Proceed to detailed design/development
|
||||
|
||||
### Feedback Types
|
||||
|
||||
**Clarifying Questions:**
|
||||
- "What do you mean by X?"
|
||||
- **Response:** Clarify in PRD (you were unclear)
|
||||
|
||||
**Concerns/Objections:**
|
||||
- "This will take too long / cost too much / won't work because..."
|
||||
- **Response:** Address in Risks section or adjust approach
|
||||
|
||||
**Alternative Proposals:**
|
||||
- "What if we did Y instead?"
|
||||
- **Response:** Evaluate alternatives, update PRD if better option
|
||||
|
||||
**Out of Scope:**
|
||||
- "Can we also add feature Z?"
|
||||
- **Response:** Acknowledge, add to "Out of Scope" or "Future Versions"
|
||||
|
||||
### Iterating Based on Feedback
|
||||
|
||||
**Don't:**
|
||||
- Defend original idea blindly
|
||||
- Take feedback personally
|
||||
- Ignore concerns
|
||||
|
||||
**Do:**
|
||||
- Thank reviewers for input
|
||||
- Evaluate objectively (is their concern valid?)
|
||||
- Update PRD with new information
|
||||
- Re-share revised version with change log
|
||||
|
||||
### Version Control
|
||||
|
||||
**Track Changes:**
|
||||
- **V1.0:** Initial draft
|
||||
- **V1.1:** Updated based on eng feedback (added technical constraints)
|
||||
- **V1.2:** Updated based on design feedback (clarified user flows)
|
||||
- **V2.0:** Approved version
|
||||
|
||||
**Change Log:**
|
||||
- Date, version, what changed, why
|
||||
- Helps stakeholders see evolution
|
||||
- Prevents confusion ("I thought we agreed on X?")
|
||||
|
||||
**Example:**
|
||||
```markdown
|
||||
## Change Log
|
||||
|
||||
**V1.2 (2024-01-15):**
|
||||
- Updated scope: Removed bulk delete (security concern from eng)
|
||||
- Added section: Performance requirements (feedback from eng)
|
||||
- Clarified metric: Changed "engagement" to "% users who use bulk edit >3 times/week"
|
||||
|
||||
**V1.1 (2024-01-10):**
|
||||
- Added personas: Broke out "power users" into data analysts vs operations teams
|
||||
- Updated flows: Added error handling for validation failures
|
||||
|
||||
**V1.0 (2024-01-05):**
|
||||
- Initial draft
|
||||
```
|
||||
|
||||
### When to Stop Iterating
|
||||
|
||||
**Signs PRD is Ready:**
|
||||
- All approvers have signed off
|
||||
- Open questions resolved or have clear decision timeline
|
||||
- Scope boundaries clear (everyone agrees on in/out)
|
||||
- Metrics defined and measurable
|
||||
- No blocking concerns remain
|
||||
|
||||
**Don't:**
|
||||
- Iterate forever seeking perfection
|
||||
- Delay unnecessarily
|
||||
- Overspecify (leave room for design/eng creativity)
|
||||
|
||||
**Rule:** If 80% aligned and no blocking concerns, ship it. Can iterate during development if needed.
|
||||
|
||||
---
|
||||
|
||||
## Quick Reference: Methodology Selection
|
||||
|
||||
**Use Jobs-to-be-Done when:**
|
||||
- Framing new problem
|
||||
- Understanding user motivation
|
||||
- Validating problem-solution fit
|
||||
|
||||
**Use Metric Trees when:**
|
||||
- Defining success criteria
|
||||
- Connecting feature to business outcomes
|
||||
- Identifying leading indicators
|
||||
|
||||
**Use MoSCoW/RICE when:**
|
||||
- Prioritizing features for MVP
|
||||
- Managing scope creep
|
||||
- Communicating trade-offs
|
||||
|
||||
**Use Pyramid Principle when:**
|
||||
- Writing executive summary
|
||||
- Structuring arguments
|
||||
- Making PRD scannable
|
||||
|
||||
**Use Stakeholder Mapping when:**
|
||||
- Complex cross-functional initiative
|
||||
- Need to manage many approvers
|
||||
- Tailoring PRD for different audiences
|
||||
|
||||
**Use Story Mapping when:**
|
||||
- Planning multi-phase rollout
|
||||
- Aligning team on scope
|
||||
- Visualizing user journey
|
||||
|
||||
**Use Review Process when:**
|
||||
- Every PRD (always peer review)
|
||||
- High-stakes features (multiple review rounds)
|
||||
- Contentious decisions (pre-socialize)
|
||||
Reference in New Issue
Block a user