We use this cheatsheet to help us scope projects in a consistent way.
What is this
- What's the elevator pitch for the feature? What's the user value?
- What are the most exciting tasks/stories we can tell for this feature?
- Who is the primary audience?
- Any docs deliverables you already have in mind?
Dates
- What are you working on right now?
- When does this "release" (limited preview, public preview, or general availability)?
- If limited preview, how many customers and do they need docs?
Scope
- Who will write first drafts?
- Do you need any templates?
- Does this need a liaison?
Resources
- Is there a test account/is this in staging?
- Are there mockups or other resources?
- Do you have any other collateral to share?
People
- Who is the primary reviewer (and backups)?
- Who is product manager?
- Who is lead dev?
- Who is the designer?
- Who is program manager?
- Who is the researcher? Are we doing any user research?
- Who is the PMM?
- Who is the support point person?
Before meeting ends
- Who is writing?
- When is it due?
- Do we need tickets?
- Who is following up with who?