Templates index
Every fill-in template, linked from one page. Generated from the artifact pages at build time.
- The Initiative Document Fill-in template
1. Customer
Who is the customer? one sentence that helps you find them
Problem / opportunity (TODAY / HAVE TO / WHEN): today they…, they have to…, which bites when…
How do we know? validation method + metrics
How is it solved today? the current workaround
2. Solution
In plain words (1–3 paragraphs): …
Storyboard (8–12 panels): panel 1…, panel 2…, …
3. Planning & Team
Timeline: key achievement per week (<12 wks) or per month (3+ months)
Time-critical events: conferences, freezes, deadlines
Relationship to other projects: dependencies and risks
Team shape: roles and responsibilities
4. Business Case
Market (TAM / segment): …
Budget: euros or person-months
Back-of-napkin case: one or two paragraphs
5. Measure Success
Lead metrics: …
Lag metrics: …
Gold / Silver / Bronze: …
FAQs (optional)
Internal: question → answer or TBD
External: question → answer or TBD
- The Approach (and Tracks) Keeping it current
Outcome (from the Initiative Document): the last week's result = success
Tracks (optional): Design / FE / BE / Research…
Week-by-week (next 6–12 weeks, planned backwards):
- Week N — "The one where…" — demo: …
- Week N-1 — "The one where…" — demo: …
- …
Then (coarser): months → quarters → halves
Uncertainties assigned to weeks: uncertainty → week it gets reduced
Waiting for Answers: external wait → who owns it → what reduces it
This week's Weekly Goals: what we commit to, at 75% capacity
- The Approach (and Tracks) Fill-in template — Basic Approach Plan
Disclaimer: this plan will change; it is not a customer promise unless marked as one
Helpful links: assets, business case, press release
Uncertainties (checkbox questions):
- [ ] Will…?
Week Plan:
- Week N (#1): "The one where…"
- Week N+1 (#2): "The one where…"
Impediments / Waiting for Answers: e.g. "Will Marketing help in weeks 20–24? (waiting for answer)"
Lessons Learned: e.g. "Plan user interviews well on time"
- The Check-in (the artifact) Why write it down
Questions / FYI: holidays, disruptions, news, awareness items
Lessons Learned: what reality taught us; tag
#10percentwhere it appliesThings to Figure Out (one per person, one-day scope, Why/How/What/When):
- [name] — …?
Unknowns & Uncertainties (optional): biggest uncertainty right now → push to the Uncertainty List
Waiting for Answer (optional): what, who, since when, what reduces the wait
- The Product Demo (the artifact) Common pitfalls
Discipline: e.g. design / engineering / data
Problem: what we were solving, and why it mattered
Solution (live or concluded): what we're showing — screenshot, graph, or live demo — working in production or concluded
Data: the signal that proves or disproves it
- The Uncertainty List Why teams resist it — and the fix
Project size: small (1) / medium (3) / large (5) → number of uncertainties
Uncertainty (as If/Then or Will/When): …?
Size (1/3/5): …
How we'll reduce it: the smallest experiment — becomes a TFO or demo objective
Assigned to (week / owner): …
Lesson Learned on resolution: … (feeds the Initiative Document + Approach)