"Typically, the scope is a project that spans no more than four months and is worked by a subset of the members of the Team."
- Is the typical project duration consistent with past data?
Phase 0: New Initiative
- Roughly speaking, what percentage of its time does the team allocate to planning new initiatives versus implementing existing ones and maintaining them?
"The first step is for the proposer of the initiative to draft an initial OKR to demonstrate the goal of the initiative and the impacts that it will have. This will help also to understand the work in the context of team and org objectives."
- Is there a template available for OKRs?
- Where could we see an example?
- Is there a review process for OKRs before the planning meeting?
"The second step is to attend a Core Platform Team Planning Meeting to declare the desire to begin planning the new initiative."
- For product initiatives, would it be worth adding design thinking steps to empathize, to define, and to ideate, before the planning meeting?
- What does the proposer need to prepare before the planning meeting?
- Which types of questions should the proposer expect to answer about the new initiative during the planning meeting?
- what data should the proposer present to help make the case for a new initiative?
"If the Core Platform Team agrees that the initiative is aligned with the Core Platform Team Product Development Principles, the initiative may move forward to Phase 1."
- Are there guidelines to help the team select initiatives?
- Is the initiative submitted to a vote to move to Phase 1?
- How does the team track new initiatives that the team rejected?
- Are there rules for resubmitting initiatives?
"Prior to entering this phase, the initiative proposer should have done some preliminary research into the viability of the idea and, for product initiatives, the market for the product. This research should be made available to those reviewing the initiative in the later stages of this process."
- Is there a template and example that the team could refer to?
"In this phase, the initiative proposer will create a vision table, which is a concise overview of the vision and strategy of the initiative. The vision appears at the top of the table, and the strategy appears in the columns at the bottom of the table. The contents of the vision table should be supported by the preliminary research."
- Where does a proposer create the vision table?
"The initiative proposer should schedule a facilitated brainstorming meeting, inviting the full Team to discuss the initiative. A facilitator will ensure that no voices dominate the conversation and that quiet voices are empowered to contribute."
- Is there an agenda template for this type of meeting?
- Are there guidelines to help facilitate these meetings?
"In addition, the initiative must be circulated to the full Team electronically, giving a deadline for receiving feedback"
- Should it be an email, a message on a Slack or IRC channel or something else?