Thursday, June 20, 2019

The Anatomy of an Effective Product Definition Document

Imagine a tool that not only organizes your team's thoughts but also becomes the cornerstone of collaboration and debate in product development. That's the power of a well-crafted product definition document. As a Vice President of Product Management, I've seen firsthand how this crucial artifact serves dual purposes. It's not just about gathering ideas; it's a platform for engaging discussions with customer success managers, professional services teams, and the product team itself.

Empowering Product Managers with a Structured Approach

During each quarterly planning stage, I encourage every product manager, especially the newcomers, to craft a product definition document. For those unfamiliar with this process, I provide a structured framework. This framework is designed to:

  1. Develop empathy for the user.
  2. Garner inputs from customer success and professional services.
  3. Foster collaboration with technical architects during the definition phase.
  4. Shift the mindset from 'inventor' to 'custodian' of the solution.
  5. Encourage the development and defense of a unique point of view.
  6. Build credibility in proposing solutions.

Distinguishing the Product Definition Document

It's crucial to understand that a product definition document is distinct from a vision document. Its primary function is to outline functionalities achievable within a planning period, typically a quarter or 3 months.

Key Characteristics of an Effective Product Definition Document

  1. Meaningful Title: The title should be clear and understandable across the organization. A well-chosen title, like "Contact Center Agent Experience for Web Chat - Phase 1," indicates thoughtful consideration of the problem's nature and scope.
  2. Date: Including the creation and last updated dates provides valuable context, especially when the document is revisited months later
  3. Authors and Contributors: This section should reflect a diverse range of inputs, highlighting the collaborative nature of the project.
  4. Document Purpose: Clearly articulate whether the document is for collaboration, development readiness, or requires legal or clinical review. This reflects the product manager's awareness of the document's audience and its multi-stage development process.
  5. Key Word Explanation: Define key terms in simple language to avoid confusion and facilitate clear, concise discussions. For example, explaining terms like "Sweepstakes" or "Call Disposition" ensures everyone is on the same page.
  6. Executive Summary: This is not just for executives; it's a concise overview for all readers, outlining the user persona, their challenges, and the proposed solutions. A well-written summary is often a hallmark of an experienced product manager. The executive summary should explain the JOB the customer is trying to get done. The PAIN they will experience, if they do not have a solution and the GAIN. The gain is the solution and its value proposition for the user. For example, a tenant in an apartment wants to get a broken faucet fixed quickly by explaining the problem to the customer service person of the property manager. In this case the JOB is to resolve the problem fast. The PAIN is wasted time and a flooded apartment. The GAIN: Attaching a picture of the leaking faucet to her text message to the customer service team will explain the problem better and will lead to faster resolution.
  7. User Interaction Diagram: Include a persona description, a simple, abstract diagram showing how the user will interact with the product or feature. This visual element can be more effective than lengthy descriptions. Figure: Sometimes all it takes is a hand drawn diagram.
  8. Feature Details: Use sentences and diagrams to describe the feature. This section evolves with each work session, often containing links to detailed use cases, mocks or prototypes.
  9. Risks, Assumptions, and Limitations: A transparent discussion of these aspects shows a realistic understanding of the project scope.
  10. Acceptance Criteria: Define what criteria will be used to verify the completion of work.

Conclusion: The Art of Conciseness and Clarity

The best product definition documents are concise, typically starting as a 2-page document and potentially extending up to 5 pages. Anything more comprehensive is better suited for a prototype or can be broken down into multiple phases. As a product manager, your goal is to convey your vision clearly and succinctly, setting the stage for successful development and collaboration.



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