agentic-team-templates 0.8.3 → 0.9.0

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package/README.md CHANGED
@@ -157,6 +157,8 @@ npx agentic-team-templates --reset --force
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  | `data-engineering` | Data pipelines, ETL, warehousing |
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  | `platform-engineering` | Infrastructure as code, Kubernetes, CI/CD |
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  | `devops-sre` | Incident management, SLOs, observability |
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+ | `product-manager` | Product strategy, discovery, OKRs, PRDs |
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+ | `qa-engineering` | Test strategy, automation, quality gates |
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  | `utility-agent` | AI agent utilities, context management |
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  | `documentation` | Technical writing, API docs, ADRs |
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package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "agentic-team-templates",
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- "version": "0.8.3",
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+ "version": "0.9.0",
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  "description": "AI coding assistant templates for Cursor IDE. Pre-configured rules and guidelines that help AI assistants write better code. - use at your own risk",
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  "keywords": [
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  "cursor",
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+ # Stakeholder Communication
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+
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+ Guidelines for effective communication across audiences.
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+
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+ ## Core Principles
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+
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+ ### Know Your Audience
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+
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+ Different stakeholders need different information:
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+
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+ | Audience | Cares About | Avoid |
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+ |----------|-------------|-------|
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+ | Executives | Business impact, risks, resources | Technical details |
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+ | Engineering | Technical feasibility, context | Vague requirements |
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+ | Sales | Competitive advantage, timelines | Uncertainty |
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+ | Customer Success | User impact, training needs | Internal politics |
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+ | Customers | Value, reliability | Internal roadmap details |
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+
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+ ### Communication Hierarchy
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+
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+ ```text
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+ Why (Strategy) → Executives, Leadership
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+ What (Features) → Cross-functional teams
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+ How (Implementation) → Engineering, Design
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+ When (Timelines) → Everyone (appropriate detail level)
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+ ```
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+
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+ ## Roadmap Communication
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+
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+ ### Roadmap Formats by Audience
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+
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+ **Executive Roadmap (Strategic)**
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+ ```text
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+ Q1 2025 Q2 2025 Q3 2025
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+ ┌─────────────────────────┬─────────────────────────┬─────────────────────────┐
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+ │ THEME: Enterprise │ THEME: Platform │ THEME: Growth │
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+ │ Growth │ Expansion │ Acceleration │
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+ │ │ │ │
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+ │ • SSO & Security │ • API v2 │ • Self-serve │
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+ │ • Team Management │ • Integrations │ • Viral Features │
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+ │ │ │ │
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+ │ Target: 50 Enterprise │ Target: 100+ Partners │ Target: 2x User Growth │
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+ │ Accounts │ │ │
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+ └─────────────────────────┴─────────────────────────┴─────────────────────────┘
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+ ```
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+
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+ **Team Roadmap (Tactical)**
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+ ```text
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+ January February March
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+ Week 1-2: SSO Design Week 1-2: SSO Dev Week 1-2: SSO QA/Launch
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+ Week 3-4: SSO Spike Week 3-4: Team Mgmt Week 3-4: Team Mgmt Dev
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+ ```
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+
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+ **Customer Roadmap (External)**
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+ ```text
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+ Coming Soon In Progress Recently Shipped
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+ ─────────────────────────────────────────────────────────────
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+ • Enterprise SSO • Team dashboards • Dark mode
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+ • Advanced export • Performance • Mobile app v2
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+ improvements
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+ ```
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+
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+ ### Roadmap Presentation Structure
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+
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+ ```markdown
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+ ## Roadmap Review: [Quarter/Period]
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+
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+ ### 1. Context (5 min)
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+ - Recap of company/product goals
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+ - Key learnings from last period
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+ - Market/competitive changes
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+
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+ ### 2. Strategy Alignment (5 min)
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+ - How roadmap connects to company OKRs
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+ - Key themes and rationale
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+
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+ ### 3. Roadmap Walkthrough (15 min)
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+ - Major initiatives with expected outcomes
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+ - Dependencies and risks
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+ - What's NOT on the roadmap and why
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+
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+ ### 4. Discussion (20 min)
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+ - Questions and concerns
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+ - Trade-off discussions
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+ - Feedback incorporation
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+
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+ ### 5. Alignment (5 min)
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+ - Confirm understanding
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+ - Document decisions
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+ - Agree on next steps
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+ ```
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+
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+ ### Managing Roadmap Expectations
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+
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+ | Situation | Response |
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+ |-----------|----------|
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+ | "Can you commit to this date?" | "Our target is [date], but I'll keep you updated if anything changes. Here are the key risks..." |
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+ | "Why isn't X on the roadmap?" | "Here's how we prioritized: [RICE/other framework]. X scored [N] because [reasons]. We can revisit if [conditions]." |
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+ | "Customer needs this by [date]" | "Let me understand the context. What happens if we deliver by [alternative date]? What's the impact of not having it?" |
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+ | "Can we add one more thing?" | "Yes, but here's what we'd need to deprioritize. Are you comfortable with that trade-off?" |
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+
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+ ## Status Updates
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+
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+ ### Weekly Update Template
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+
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+ ```markdown
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+ ## Product Weekly Update: [Date]
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+
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+ ### TL;DR
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+ [2-3 bullet summary of the most important items]
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+
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+ ### Shipped This Week 🚀
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+ - [Feature 1]: [Brief description and impact]
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+ - [Feature 2]: [Brief description and impact]
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+
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+ ### In Progress 🔄
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+ | Initiative | Status | ETA | Notes |
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+ |------------|--------|-----|-------|
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+ | [Project 1] | On Track | [Date] | [Any callouts] |
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+ | [Project 2] | At Risk | [Date] | [Blocker/mitigation] |
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+
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+ ### Key Metrics 📊
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+ | Metric | This Week | Change | Target |
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+ |--------|-----------|--------|--------|
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+ | [KPI 1] | X | +Y% | Z |
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+ | [KPI 2] | X | -Y% | Z |
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+
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+ ### Decisions Needed 🤔
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+ 1. [Decision]: [Context and options]
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+
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+ ### Looking Ahead 👀
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+ - Next week: [Focus areas]
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+ - Upcoming: [What to expect]
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+ ```
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+
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+ ### Executive Summary Format
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+
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+ **One-pager for leadership:**
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+
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+ ```markdown
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+ ## [Project/Initiative] Status
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+
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+ ### Status: 🟢 On Track | 🟡 At Risk | 🔴 Off Track
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+
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+ ### Summary
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+ [2-3 sentences: What, Why, Current State]
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+
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+ ### Key Metrics
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+ | Metric | Baseline | Current | Target |
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+ |--------|----------|---------|--------|
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+ | [KPI] | X | Y | Z |
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+
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+ ### Accomplishments
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+ • [Key milestone 1]
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+ • [Key milestone 2]
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+
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+ ### Risks & Mitigations
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+ | Risk | Impact | Mitigation |
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+ |------|--------|------------|
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+ | [Risk] | [Impact] | [Action] |
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+
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+ ### Resources Needed
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+ [Any asks from leadership]
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+
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+ ### Next Milestones
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+ | Milestone | Target Date |
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+ |-----------|-------------|
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+ | [Next step] | [Date] |
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+ ```
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+
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+ ## Meeting Facilitation
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+
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+ ### Meeting Types and Cadence
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+
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+ | Meeting | Frequency | Duration | Attendees |
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+ |---------|-----------|----------|-----------|
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+ | Daily Standup | Daily | 15 min | Product trio + team |
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+ | Sprint Planning | Bi-weekly | 2 hours | Product trio + team |
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+ | Backlog Grooming | Weekly | 1 hour | Product trio |
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+ | Stakeholder Sync | Weekly | 30 min | Cross-functional leads |
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+ | Roadmap Review | Monthly | 1 hour | All stakeholders |
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+ | Strategy Review | Quarterly | 2 hours | Leadership |
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+
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+ ### Meeting Best Practices
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+
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+ **Before:**
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+ - [ ] Clear agenda shared in advance
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+ - [ ] Required pre-reading identified
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+ - [ ] Right attendees invited
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+ - [ ] Decision-makers identified
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+
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+ **During:**
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+ - [ ] Start on time
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+ - [ ] State meeting goal upfront
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+ - [ ] Keep discussion focused
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+ - [ ] Capture decisions and action items
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+ - [ ] End on time
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+
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+ **After:**
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+ - [ ] Share notes within 24 hours
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+ - [ ] Action items have owners and dates
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+ - [ ] Follow up on blockers
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+
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+ ### Decision-Making Frameworks
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+
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+ **RAPID:**
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+ | Role | Responsibility |
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+ |------|----------------|
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+ | **R**ecommend | Proposes the decision |
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+ | **A**gree | Must agree for decision to proceed |
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+ | **P**erform | Implements the decision |
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+ | **I**nput | Provides input to inform decision |
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+ | **D**ecide | Has final authority |
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+
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+ **Disagree and Commit:**
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+ 1. Everyone voices concerns
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+ 2. Decision-maker decides
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+ 3. Everyone commits to execution
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+ 4. Revisit only with new information
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+
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+ ## Written Communication
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+
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+ ### Email Best Practices
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+
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+ ```markdown
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+ Subject: [Action Required] [Topic] - [Deadline if applicable]
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+
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+ Hi [Name],
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+
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+ **TL;DR**: [One sentence summary]
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+
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+ **Context**: [2-3 sentences of background]
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+
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+ **Ask**: [Specific request with deadline]
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+
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+ **Options** (if applicable):
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+ 1. Option A: [Description] - [Pros/Cons]
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+ 2. Option B: [Description] - [Pros/Cons]
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+
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+ **Recommendation**: [Your recommendation and why]
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+
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+ **Next Steps**:
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+ - [ ] [Action] - [Owner] - [Date]
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+
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+ Thanks,
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+ [Your name]
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+ ```
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+
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+ ### Slack/Chat Guidelines
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+
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+ | Use For | Avoid |
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+ |---------|-------|
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+ | Quick questions | Complex discussions |
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+ | Time-sensitive updates | Decisions that need documentation |
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+ | Informal check-ins | Anything needing a paper trail |
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+ | FYIs | Long-form explanations |
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+
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+ ### Documentation Standards
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+
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+ | Document Type | Purpose | Update Frequency |
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+ |---------------|---------|------------------|
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+ | PRD | Feature requirements | As needed during development |
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+ | Roadmap | Strategic direction | Monthly |
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+ | Release Notes | Customer communication | Per release |
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+ | Decision Log | Track key decisions | Per decision |
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+ | Meeting Notes | Capture discussions | Per meeting |
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+
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+ ## Conflict Resolution
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+
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+ ### Handling Disagreements
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+
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+ ```markdown
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+ ## Framework for Resolving Conflicts
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+
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+ 1. **Seek Understanding**
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+ - "Help me understand your perspective..."
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+ - "What would need to be true for your position to be wrong?"
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+
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+ 2. **Find Common Ground**
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+ - "We both agree that [shared goal]..."
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+ - "Where we differ is [specific point]..."
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+
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+ 3. **Focus on Data**
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+ - "What data would help us decide?"
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+ - "Can we run an experiment to test both hypotheses?"
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+
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+ 4. **Escalate Constructively**
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+ - Define the decision clearly
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+ - Present both perspectives fairly
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+ - Recommend a path forward
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+ - Accept the decision and commit
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+ ```
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+
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+ ### Escalation Path
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+
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+ ```text
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+ 1. Direct conversation between parties
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+ 2. Facilitated discussion with shared manager
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+ 3. Decision escalation to leadership
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+ 4. Document decision and rationale
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+ ```
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+
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+ ## Release Communication
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+
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+ ### Internal Release Notes
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+
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+ ```markdown
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+ ## Release: [Version/Name] - [Date]
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+
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+ ### What's New
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+ - **[Feature 1]**: [Description and user benefit]
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+ - **[Feature 2]**: [Description and user benefit]
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+
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+ ### Bug Fixes
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+ - Fixed [issue] that caused [problem]
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+
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+ ### Known Issues
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+ - [Issue]: [Workaround if applicable]
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+
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+ ### Metrics to Watch
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+ - [Metric 1]: Expecting [change]
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+ - [Metric 2]: Expecting [change]
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+
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+ ### Rollout Plan
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+ - [Date/Time]: [Percentage] of users
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+ - [Date/Time]: [Percentage] of users
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+
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+ ### Rollback Criteria
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+ If [metric] drops by more than [threshold], roll back.
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+ ```
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+
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+ ### Customer Release Notes
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+
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+ ```markdown
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+ ## What's New in [Product] - [Month Year]
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+
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+ ### [Feature Name] ✨
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+ [Customer-friendly description of the benefit]
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+
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+ **How to use it:**
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+ 1. [Step 1]
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+ 2. [Step 2]
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+
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+ ### Improvements
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+ - [Improvement 1]: [Benefit]
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+ - [Improvement 2]: [Benefit]
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+
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+ ### What's Coming Next
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+ We're working on [preview of upcoming features]. Stay tuned!
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+
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+ ### Questions?
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+ [Contact information or link to support]
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+ ```
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+ # Product Discovery
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+
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+ Guidelines for continuous customer discovery and research.
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+
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+ ## Core Principles
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+
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+ ### Continuous Discovery Habits
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+
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+ Discovery is not a phase—it's an ongoing practice. Product teams should:
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+
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+ - **Interview customers weekly** - Minimum one conversation per week
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+ - **Synthesize learnings regularly** - Update opportunity trees weekly
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+ - **Test assumptions constantly** - Validate before building
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+
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+ ### The Product Trio
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+
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+ Discovery is a team sport. The product trio (PM, Designer, Engineer) should:
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+
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+ - Attend customer interviews together
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+ - Co-create opportunity solution trees
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+ - Share ownership of discovery outcomes
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+
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+ ## Opportunity Solution Trees
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+
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+ ### Structure
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+
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+ ```text
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+ [Desired Business Outcome]
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+
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+ ┌────────────────┼────────────────┐
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+ ▼ ▼ ▼
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+ [Opportunity 1] [Opportunity 2] [Opportunity 3]
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+ (Customer Need) (Customer Need) (Customer Need)
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+ │ │ │
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+ ┌────┼────┐ ┌────┼────┐ ┌────┼────┐
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+ ▼ ▼ ▼ ▼ ▼ ▼ ▼ ▼ ▼
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+ [Sol] [Sol] [Sol] [Sol] [Sol] [Sol] [Sol] [Sol] [Sol]
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+
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+
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+ [Assumption Tests]
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+ ```
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+
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+ ### Building the Tree
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+
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+ 1. **Start with outcome**: What business metric are we trying to move?
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+ 2. **Map opportunities**: What customer needs, if addressed, would drive the outcome?
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+ 3. **Generate solutions**: What are multiple ways to address each opportunity?
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+ 4. **Test assumptions**: What must be true for each solution to work?
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+
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+ ### Opportunity Evaluation
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+
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+ | Criteria | Questions |
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+ |----------|-----------|
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+ | Frequency | How often does this problem occur? |
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+ | Intensity | How painful is this problem? |
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+ | Reach | How many customers experience this? |
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+ | Strategic Fit | Does this align with our strategy? |
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+
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+ ## Customer Interviews
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+
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+ ### Interview Types
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+
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+ | Type | Purpose | When to Use |
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+ |------|---------|-------------|
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+ | Exploratory | Understand problem space | Early discovery |
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+ | Problem | Validate specific problems | Opportunity assessment |
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+ | Solution | Test solution concepts | Before building |
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+ | Usability | Evaluate existing solutions | During/after building |
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+
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+ ### Interview Structure
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+
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+ ```markdown
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+ ## Interview Guide
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+
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+ ### Opening (2 min)
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+ - Thank participant for their time
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+ - Explain purpose: "We're trying to learn, not sell"
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+ - Get consent for recording
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+ - Clarify there are no wrong answers
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+
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+ ### Context Setting (5 min)
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+ - Tell me about your role
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+ - Walk me through a typical day/week
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+ - What are your main responsibilities?
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+
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+ ### Problem Exploration (15 min)
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+ - Tell me about the last time you [relevant behavior]
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+ - What happened? Walk me through it step by step
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+ - What was frustrating about that experience?
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+ - How did you work around it?
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+ - How often does this happen?
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+ - What have you tried to solve this?
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+
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+ ### Impact Assessment (5 min)
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+ - What does this problem cost you?
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+ - Time: How much time do you spend on this?
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+ - Money: What's the financial impact?
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+ - Emotion: How does it make you feel?
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+ - If this were solved tomorrow, what would change?
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+
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+ ### Closing (3 min)
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+ - Is there anything else I should have asked?
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+ - Who else should I talk to about this?
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+ - Can we follow up if we have more questions?
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+ ```
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+
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+ ### Interview Anti-Patterns
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+
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+ | Anti-Pattern | Problem | Better Approach |
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+ |--------------|---------|-----------------|
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+ | Leading questions | Biases responses | Ask open-ended questions |
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+ | Pitching solutions | Skews feedback | Focus on problems first |
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+ | Asking about future behavior | Unreliable | Ask about past behavior |
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+ | Long interviews | Participant fatigue | Keep to 30 minutes |
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+ | Only talking to happy customers | Selection bias | Include churned/frustrated users |
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+
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+ ### The Mom Test
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+
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+ Questions your mom could answer honestly:
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+
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+ ```markdown
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+ ❌ Bad: "Would you use a product that does X?"
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+ (Everyone says yes to hypotheticals)
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+
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+ ✅ Good: "Tell me about the last time you dealt with X"
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+ (Past behavior reveals truth)
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+
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+ ❌ Bad: "Do you think this is a good idea?"
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+ (Opinions are cheap)
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+
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+ ✅ Good: "What have you tried to solve this?"
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+ (Actions reveal priorities)
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+
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+ ❌ Bad: "Would you pay $50/month for this?"
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+ (Commitment is easy when hypothetical)
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+
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+ ✅ Good: "What are you currently paying to solve this?"
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+ (Actual spend reveals value)
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+ ```
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+
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+ ## Research Methods
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+
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+ ### Qualitative Methods
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+
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+ | Method | Best For | Sample Size |
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+ |--------|----------|-------------|
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+ | User Interviews | Deep understanding | 5-15 |
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+ | Contextual Inquiry | Workflow observation | 3-8 |
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+ | Diary Studies | Longitudinal behavior | 10-20 |
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+ | Focus Groups | Exploring reactions | 6-10 per group |
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+
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+ ### Quantitative Methods
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+
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+ | Method | Best For | Sample Size |
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+ |--------|----------|-------------|
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+ | Surveys | Broad validation | 100+ |
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+ | A/B Tests | Feature validation | Statistical significance |
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+ | Analytics | Usage patterns | Full user base |
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+ | Card Sorting | Information architecture | 15-30 |
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+
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+ ### When to Use Each
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+
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+ ```text
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+ Discovery Stage Method
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+ ───────────────────────────────────────
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+ Early exploration → Interviews, observation
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+ Problem validation → Surveys, analytics
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+ Solution ideation → Interviews, workshops
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+ Concept testing → Prototype tests, surveys
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+ Launch validation → A/B tests, analytics
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+ ```
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+
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+ ## Assumption Testing
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+
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+ ### Assumption Types
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+
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+ | Type | Definition | Example |
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+ |------|------------|---------|
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+ | Desirability | Will customers want this? | "Users want to track habits daily" |
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+ | Viability | Will this work for the business? | "Users will pay $10/month" |
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+ | Feasibility | Can we build this? | "We can integrate with their calendar" |
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+ | Usability | Can users figure it out? | "Users can complete setup in < 5 min" |
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+
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+ ### Testing Framework
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+
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+ ```markdown
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+ ## Assumption Test
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+
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+ **Assumption**: [Statement we believe to be true]
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+
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+ **Type**: Desirability | Viability | Feasibility | Usability
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+
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+ **Risk Level**: High | Medium | Low
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+
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+ **Test Method**: [How we'll test this]
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+
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+ **Success Criteria**: [What would validate/invalidate]
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+
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+ **Timeline**: [How long to get signal]
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+
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+ **Results**: [Outcome once tested]
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+
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+ **Decision**: [What we'll do based on results]
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+ ```
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+
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+ ### Test Methods by Risk
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+
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+ | Risk Level | Investment | Methods |
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+ |------------|------------|---------|
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+ | High | Low | Fake door tests, landing pages, interviews |
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+ | Medium | Medium | Prototypes, wizard of oz, concierge |
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+ | Low | High | MVPs, betas, full builds |
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+
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+ ## Synthesis and Documentation
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+
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+ ### Interview Notes Template
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+
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+ ```markdown
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+ ## Interview: [Participant ID/Name]
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+ **Date**: [Date]
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+ **Interviewer**: [Name]
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+ **Duration**: [Time]
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+
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+ ### Participant Background
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+ - Role:
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+ - Company size:
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+ - Experience level:
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+
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+ ### Key Quotes
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+ > "[Verbatim quote 1]"
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+ > "[Verbatim quote 2]"
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+
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+ ### Pain Points Mentioned
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+ 1. [Pain point 1]
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+ 2. [Pain point 2]
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+
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+ ### Current Solutions/Workarounds
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+ - [Solution 1]
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+ - [Solution 2]
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+
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+ ### Opportunities Identified
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+ - [Opportunity 1]
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+ - [Opportunity 2]
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+
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+ ### Surprises/Insights
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+ - [Unexpected finding 1]
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+
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+ ### Follow-up Needed
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+ - [ ] [Action item 1]
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+ ```
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+
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+ ### Weekly Synthesis Ritual
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+
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+ 1. Review all interviews from the week
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+ 2. Identify patterns across conversations
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+ 3. Update opportunity solution tree
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+ 4. Update/invalidate assumptions
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+ 5. Share key learnings with team