① Start here: project name, client, a...
③ Fill in the elevator pitch (questio...
④ Do (what makes the pitch of ③ real)
⑤ Don't do (question 4, the not-list)
⑥ Decide later (cannot judge yet)
⑦ Ask the client about notes you doub...
⑧ Write this round's scope in one sen...
⑨ Worries that keep you up at night (...
⑩ Trade-off slider (question 9): rank...
⑪ Neighbors (question 5, stakeholders...
⑫ First step (the first 2 weeks)
⑬ Four more questions to add (answer ...
⑭ Actions for the first 2 weeks (owne...
⑮ Next meeting and the signal to revi...
Inception Deck Ki...
How to use (4 pag...
What to do, the goal
Decisions, owners...
What not to do, w...
Decide later, ins...
1/4
Say why we are here
Ctrl+F / ⌘F : 2/4...
→ 2/4
2/4
Decide the not-list
↙ 3/4
Project name e.g. Sales Daily Report App Project Client and members e.g. Client: sales director (joins today) Members: 2 in sales, 3 in development Timeline and how today runs e.g. Timeline: 3 months from October Half a day to answer 6 questions ② Why are we here...
Your own words (one each) e.g. I want to stop spending time on reports after I get back One note each, 3 minutes. Do not share until everyone is done Everyone's words (overlap) e.g. "Finish it while out" came up for 4 of 6 people Read them out in turn and copy down words that 2 or more peop le wrote Merge into one sentence e.g. So sales can finish reports while out and use the evenin g to prepare for deals Done when the client reads it and says "exactly" Template wording ...
Our answer
Audience and need
For [target people] who want to solve [problem], e.g. For sales reps who need to file reports from the road, Name and category
[Product name] is a [kind of thing] e.g. "Quick Report" is an internal reporting app you can write on a smartphone Main benefit
It lets you [main benefit] e.g. It lets you file a report in 5 minutes while traveling Key difference
Unlike [today's way], it has [the deciding point] e.g. Unlike today's paper and Excel reports, the director's comments arrive the same day e.g. Write and file reports on a smartphone e.g. The director replies with comments the same day e.g. Search past reports by date Write what the main benefit in ③ needs e.g. No attendance or expense requests e.g. No screens made only for PCs e.g. No sales summary tables Even "someday" ideas go here if you will not do them this time e.g. Whether to allow photo attachments e.g. Whether to pick client names from a list e.g. Whether notices go by email or by chat Write the day to decide in ⑮ What you doubt
Client's answer
Frame to move to
Doubt 1
e.g. Whether to save drafts of reports e.g. Needed, since phone calls interrupt mid-way e.g. ④ Do Doubt 2
e.g. Whether people besides the director can comment e.g. Only the director this time e.g. ⑤ Don't do Doubt 3
e.g. Whether to import old paper reports e.g. Want to decide at the year-end meeting e.g. ⑥ Decide later This round's scope (one sentence) e.g. Build it so sales can write and file reports while out and the director can reply the same day How to check Can the client read it and say "that works"? If not, go back to ④ to ⑥ Handling the decide-later items (⑥) Do not start work until they are decided Pick the day to discuss them in ⑮ 3/4
Rank what matters
→ 4/4
4/4
Take the first step
Likely problem
What happens
What you can do now
Problem 1
e.g. Weak signal outside, so reports will not send e.g. Written reports vanish and must be redone e.g. Keep a draft on the device when sending fails Problem 2
e.g. Sales is not used to it and goes back to paper e.g. The director has to check two places e.g. Let one sales rep try it for the first 2 weeks Problem 3
e.g. A developer is pulled onto other work e.g. It will not finish in 3 months e.g. Decide today who covers when someone leaves Problem 4
e.g. The client director is busy and checks late e.g. Decisions stall and work stops e.g. Get 15 minutes in the weekly meeting for checks Rank (1 to 4, no ...
Why you chose it
Quality
e.g. 3rd e.g. Reports must never vanish, but polishing the look can wait Deadline
e.g. 1st e.g. Want everyone using it from January, 3 months out Scope
e.g. 2nd e.g. Keep the scope of ⑧. If short, push items from ⑥ back Budget
e.g. 4th e.g. No extra spending, built by the members we have e.g. IT team: confirm the smartphone use rules e.g. General affairs: discuss the day to end paper reports Write who, what, and how you will tell them, one by one e.g. Show a draft of the entry screen to 2 sales reps e.g. Write out every item on today's paper report Pick at least one to move to the table in ⑭ Design the product box (question 3) and sketch the solution (q uestion 6) Size up the timeline (question 8) and what is needed and how m uch (question 10) e.g. Discuss together with the decide-later items from ⑥ What to do
Owner
Due
Done signal
Action 1
e.g. Draft the entry screen Owner: ____ Due: __/__ e.g. 2 sales reps looked and gave feedback Action 2
e.g. Write out the paper report items Owner: ____ Due: __/__ e.g. Everyone can see the list of items Action 3
e.g. Tell the people in ⑪ the ranking and scope Owner: ____ Due: __/__ e.g. The IT team has replied Action 4
e.g. Carry out one "what you can do now" f rom ⑨ Owner: ____ Due: __/__ e.g. Tried a way to keep drafts Next meeting Date: __/__ To discuss: the four questions of ⑬ and the decide-later items of ⑥ Signal to revisit the ranking in ⑩ e.g. When the client brings a new request e.g. When it looks like the deadline will be missed → 2/4
Decide the not-list
↙ 3/4
Rank what matters
→ 4/4
Take the first step
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