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The right way to Write Helpful Epics. Many product managers and their groups… | by Lisa Mo Wagner | Jun, 2023


Picture by Kaleidico on Unsplash

Many product managers and their groups use epics as a class or container to gather consumer tales within the hopes of organizing their backlog higher. What if I instructed you epics may very well be far more highly effective than that?

Through the years, I’ve created a private template that works very nicely for me. You should use it or replace it to suit your wants.

Person Profit

Person = Describe your consumer/persona.

When ___________ (scenario)
I need to ___________ (motivation)
So I can ___________ (anticipated end result)

Extra Context

Purpose/Goal: To which goal does it relate?

Measure of Success/Key Outcome: How can we measure success right here? On which key outcomes ought to it transfer the needle?

Are there some other intriguing insights your workforce would possibly need to know? Is that this primarily based on consumer insights? Describe your analysis outcomes briefly and hyperlink to the main points. Are there rules we have to adjust to?

Person Journey

Describe the high-level consumer journey in a couple of steps and/or hyperlink an current consumer journey.

Excessive-Stage Characteristic Specs

Describe the specified capabilities in brief bullet factors.

Design

Person Flows and UI Designs

[Screenshot + Link]

I all the time add screenshots as a result of it’s simpler to have a look at shortly when they’re proper there.

Copy

Normally, it is a desk. You may also hyperlink to an current copy deck. I don’t suggest having your copy “within the designs.”

Tech Notes

  • API and/or Third-party documentation
  • Code snippets
  • “Good-to-knows”

Take a look at Notes

  • Credentials for various take a look at customers
  • Edge instances
  • “Don’t-forget-abouts”

Writing an epic needs to be a joint effort between product, tech and design. I’ve had improbable working periods with tech leads or function champions, QA individuals, designers, typically stakeholders working very intently with us, SMEs (material consultants), and/or product entrepreneurs.

Normally, we begin on a whiteboard — actual or digital — and gather all the data we have already got: Person want or a hunch (discovery wanted) and the way it connects to our enterprise targets, if potential, an issue assertion, assumptions made and potential dangers.

Collectively, we provide you with all of the open questions now we have. Usually, we will divide and conquer. Everybody takes away a couple of assumptions and validates them to lower dangers. I lean on Marty Cagan for categorizing the dangers: viability, worth, feasibility, and usefulness. The primary two are normally mine to evaluate as a product particular person, however everybody can and may problem me, so assumptions change into obvious.

One session is just not sufficient. We’ll schedule a follow-up, and the individuals concerned will collect once more as soon as they’ve answered their assigned open questions, not less than most of them. How lengthy this takes is dependent upon how a lot consumer analysis has been performed upfront and the way intently you normally work along with your engineers.

After you have all the data, you’ll be able to fill out the template. I like to arrange as a lot as potential after which appropriate and add-on to it within the group setting. If everyone seems to be pleased with the data on the “why” and “what” and feels assured, they’ve an thought of how to do that excessive stage, it’s time to break the epic down into consumer tales.

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