Open
Description
Epic Objective
User Story
Definition of Done
External Dependencies / Blockers
Epic Scope
Whats Not in Scope
Timing
Related OCTO Goals
Discovery Task (feature discovery)
Discovery task (i.e. conversation with another team, review of past research, collaboration with engineering, etc)
Key Takeaways
Project Checklist
Product Checklist
- Link to Product Brief / Step 0
- Link to Product Canvas / Step 1 (if available)
- Link to Github page
- Link to Implementation Strategy
- Implementation Plan
- UAT Plan Yes / No
- Release Plan
- Metrics identified (what metrics are we capturing, how do they tie into stakeholder OKRs, etc)
- Pre-Production Readiness
- Associate Readiness
- Update product guide
- Coordinate with contact center support teams
- What’s New Content Y/ N
- App Store/In App messaging (if applicable)
- Coordinate with Release coordinator
- Associate Readiness
- App store Content changes required? Y/N
- App store images needed? Y/N
- QA Signed off
- UAT complete
- Obtain Go/No Go decision from PO
- Feature Go Live
- Add functionality in demo mode
- Ensure Waygate/Feature toggle release ticket submitted w/engineering & QA
- Coordinate with content & release coordinator if what’s new is required
Design/UX Checklist
- Add questions and assumptions to product brief
- Add research links to product brief
- Note any related icebox tickets
- Document high-level research/design plans
- Create lo/hi fi wireframes & user flows & error handling
- Add links to Epic & applicable GitHub folders
- Socialize designs internally
- Socialize designs with POs
- Sign off received by POs
- Complete Design QA
- Component review (if applicable)
- Accessibility review
- Update internal documentation
- Add Hi Res files to Figma in Shipped Files
- Docusaurous update
Research Checklist
- Is there a research need for this feature
- Research plan
- Recruitment needs with Perigean
- Qual sessions
- Synthesize data
- Share findings report
Content Checklist
- Discovery work - review / audit / sitewide discussions
- Document content recommendations
- Complete content QA
Engineering Checklist
- Are UI designs/ specs available/ready?
- If yes, they should be attached to attach specs. (We are assuming the design specs have been approved)
- What is the roll out plan? (Do we need a feature toggle? is this going to be available to every user immediately or do we want to roll out to a few users first)
- Update / create engineering documentation
- Does this project require api integration?
- if yes, what api endpoints are we integrating with and what is the expected response body?
Analytics Checklist
- Do we want to capture analytics for this projects (i.e. update GA, add logs to grafana/datadog etc)?
- If yes, what metrics would we like to capture?
- Creation of an engineering ticket with what events and their naming convention
- Dashboard creation / modification to include future changes
QA Checlist
- Create test plan
- Test accounts needs
- List of what staging test accounts will be used
- QA Complete
- Waygate tasks complete
Activity