Contact List
- **OCTO Product Leads:** Rachel Han and Ryan Thurlwell
- **PM:** Rachel Han
- **Ad Hoc PM:** Meko Hong
- **Engineering:** Jayson Perkins and Jon Bindbeutel
- **Design:** Lauren Russell
- **External Team 1 & Role:**
- **External Team 1 & Role:**
OKR and Analytic Metrics
Metrics
|What we are measuring | Why | Event Name
|-------| ---------| ----- |
| | | |
| | | |
Checklist
Toggle Product Checklist
**Project Kickoff & Requirements Gathering**
- [ ] Project Kickoff session
- [ ] Initiative Scope finalized
- [ ] Link Product Brief - [Sprint 0 ](https://docs.google.com/document/d/1WHDJ1iCt9J-acLx8_DSL4tkRKoVYqJGaRUqXuFf7ceg/edit# )
- [ ] Link to Implementation Strategy
- Implementation Plan
- UAT Plan
- 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
- [ ] App Store/In App messaging (if applicable)
- [ ] Coordinate with Release coordinator
- [ ] App store Content changes required? Y/N
- [ ] App store images needed? Y/N
- [ ] QA Signed off
- [ ] UAT complete
- [ ] Obtain Go/No Go decision
**Feature Go Live**
- [ ] Ensure Waygate/Feature toggle release ticket submitted w/engineering & QA
- **Template: Turn on Waygate/Turn off feature flag**
- [ ] Coordinate with content & release coordinator if what’s new in app is required
Toggle Team Collaboration Checklist
- [ ] Design Intent & Feasibility discussions
- [X] Research needed? No
- [ ] UAT Needed? Yes/No
- [ ] Ticket creation
- [ ] Demo feature (mid check, end of development)
Toggle Design/UX Checklist
- [ ] Review problem/opportunity statement
- [ ] Add questions and assumptions to product brief
- [ ] Add research links to product brief
- [ ] Document high-level research/design plans
- [ ] Create lo/hi fi wireframes & user flows if applicable
- [ ] Add links to Epic & applicable GitHub folders
- [ ] Socialize designs
- [ ] Sign off received
- [ ] Complete Design QA
- [ ] Does it require component review?
- [ ] Accessibility review needed?
Toggle Content Checklist
- [ ] Review product brief and surface any questions, assumptions & risks
- [ ] Participate in project discovery and kickoff activities/ceremonies
- [ ] Complete comparative analysis/content research activities for net-new content
- [ ] Review current content and determine where app may need to differ and potential improvements to share with web
- [ ] Review past VA research and decisions documentation
- [ ] Support Research & UX Design in research sessions and synthesis
- [ ] Make content recommendations for lo-/hi-fi wireframes in collaboration with UX Design
- [ ] Collaborate with Sitewide Content team for alignment, improvements, and sign-off
- [ ] Participate in FE hand off
- [ ] Complete content QA
- [ ] Write copy for What's New In App
- [ ] Write copy for app stores' What's New sections.
- [ ] Write copy for updated screenshots in app stores
Toggle 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)
- [ ] Are there any deadlines that need to be met?
- [ ] 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)
- [ ] Does this project require api integration? if yes, what api endpoint are we integrating with and what is the expected response body?
- [ ] 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?
Toggle QA Checklist
- [ ] Create test plan
- **Template: QA Test Plan**
- [ ] Identify test data needs
- [ ] Gotten & incorporated test plan review
- [ ] QA Complete
- [ ] Waygate tasks complete
- [ ] Added new feature cases to the RC in TestRail
- [ ] Added feature cases to appropriate section of active cases in TestRail
- [ ] Spun up a (future) UI automation ticket for new feature
Project Status Overview
Project Objective:
Current Dependencies / Blockers
Blockers
|Blocker | Team / Owner | Est to Resolution | |-------|---------|-------| | | | | | | | | |Project Timeline
Milestones
|Step | Timing | |-------| ---------| |Sprint 0 - Discovery | | |Step 1 - Strategy | | |Step 2 - Design | | |Step 3 - Building / Implementing | | | 100% Release | | |Step 4 - Post Verification| |Monthly Update
Updates
|Month| Project Health | Progress & Key Accomplishments| Issues/Risks/Blockers| |-------| ---------|--------|---------| |July '23| |Aug '23| ..... |Sep '23| |Oct '23|Detailed Project Scope
Problem Statement
Assumptions
Risks
Definition of Done
Following needs to be true
|Item | Completed | |-------| ---------| | | | | | |Project Scope
Items in and out of scope
|In Scope | Out of Scope| |-------| ---------| | | | | | |Important Project Links
Links
- [Github](url) - [Product Brief](url) - [Product Canvas](url) - Design - [Discovery](url) - [Mockups](url) - [Final Design](url) - [Figma File](url) - Research - [Document 1](url) - [Document 2 ](url) -Analytics - [Document 1](url)Team Members
Contact List
- **OCTO Product Leads:** Rachel Han and Ryan Thurlwell - **PM:** Rachel Han - **Ad Hoc PM:** Meko Hong - **Engineering:** Jayson Perkins and Jon Bindbeutel - **Design:** Lauren Russell - **External Team 1 & Role:** - **External Team 1 & Role:**OKR and Analytic Metrics
Metrics
|What we are measuring | Why | Event Name |-------| ---------| ----- | | | | | | | | |Checklist
Toggle Product Checklist
**Project Kickoff & Requirements Gathering** - [ ] Project Kickoff session - [ ] Initiative Scope finalized - [ ] Link Product Brief - [Sprint 0 ](https://docs.google.com/document/d/1WHDJ1iCt9J-acLx8_DSL4tkRKoVYqJGaRUqXuFf7ceg/edit# ) - [ ] Link to Implementation Strategy - Implementation Plan - UAT Plan - 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 - [ ] App Store/In App messaging (if applicable) - [ ] Coordinate with Release coordinator - [ ] App store Content changes required? Y/N - [ ] App store images needed? Y/N - [ ] QA Signed off - [ ] UAT complete - [ ] Obtain Go/No Go decision **Feature Go Live** - [ ] Ensure Waygate/Feature toggle release ticket submitted w/engineering & QA - **Template: Turn on Waygate/Turn off feature flag** - [ ] Coordinate with content & release coordinator if what’s new in app is requiredToggle Team Collaboration Checklist
- [ ] Design Intent & Feasibility discussions - [X] Research needed? No - [ ] UAT Needed? Yes/No - [ ] Ticket creation - [ ] Demo feature (mid check, end of development)Toggle Design/UX Checklist
- [ ] Review problem/opportunity statement - [ ] Add questions and assumptions to product brief - [ ] Add research links to product brief - [ ] Document high-level research/design plans - [ ] Create lo/hi fi wireframes & user flows if applicable - [ ] Add links to Epic & applicable GitHub folders - [ ] Socialize designs - [ ] Sign off received - [ ] Complete Design QA - [ ] Does it require component review? - [ ] Accessibility review needed?Toggle Content Checklist
- [ ] Review product brief and surface any questions, assumptions & risks - [ ] Participate in project discovery and kickoff activities/ceremonies - [ ] Complete comparative analysis/content research activities for net-new content - [ ] Review current content and determine where app may need to differ and potential improvements to share with web - [ ] Review past VA research and decisions documentation - [ ] Support Research & UX Design in research sessions and synthesis - [ ] Make content recommendations for lo-/hi-fi wireframes in collaboration with UX Design - [ ] Collaborate with Sitewide Content team for alignment, improvements, and sign-off - [ ] Participate in FE hand off - [ ] Complete content QA - [ ] Write copy for What's New In App - [ ] Write copy for app stores' What's New sections. - [ ] Write copy for updated screenshots in app storesToggle 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) - [ ] Are there any deadlines that need to be met? - [ ] 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) - [ ] Does this project require api integration? if yes, what api endpoint are we integrating with and what is the expected response body? - [ ] 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?Toggle QA Checklist
- [ ] Create test plan - **Template: QA Test Plan** - [ ] Identify test data needs - [ ] Gotten & incorporated test plan review - [ ] QA Complete - [ ] Waygate tasks complete - [ ] Added new feature cases to the RC in TestRail - [ ] Added feature cases to appropriate section of active cases in TestRail - [ ] Spun up a (future) UI automation ticket for new feature