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Project scoping cheatsheet

We use this cheatsheet to help us scope projects in a consistent way.

What is this

  • What's the elevator pitch for the feature? What's the user value?
  • What are the most exciting tasks/stories we can tell for this feature?
  • Who is the primary audience?
  • Any docs deliverables you already have in mind?


  • What are you working on right now?
  • When does this "release" (limited preview, public preview, or general availability)?
  • If limited preview, how many customers and do they need docs?


  • Who will write first drafts?
  • Do you need any templates?
  • Does this need a liaison?


  • Is there a test account/is this in staging?
  • Are there mockups or other resources?
  • Do you have any other collateral to share?


  • Who is the primary reviewer (and backups)?
  • Who is product manager?
  • Who is lead dev?
  • Who is the designer?
  • Who is program manager?
  • Who is the researcher? Are we doing any user research?
  • Who is the PMM?
  • Who is the support point person?

Before meeting ends

  • Who is writing?
  • When is it due?
  • Do we need tickets?
  • Who is following up with who?
← Appendix: Ticket best practices
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