Project playbook

The parent project wiki home page template for aggregating team information, scope, team rituals, and responsibilities.

Introduction

This project playbook provides a repository and overview of all project related material for CUSTOMER PROJECT. Its structure follows the Customer Obsessed Engineering Delivery Playbook.

This playbook is organized in sections corresponding to the Delivery Playbook chapters, activities and subway map.

Organization

ResourceDescription
IndexComprehensive index of project assets.
JIRAProject work item tracking (includes epics, stories, and acceptance criteria and links directly to test outcomes). Work items are cross linked to Confluence.
ConfluenceThis project wiki. Contains all project documentation. Documents are cross linked to JIRA.
GitHubSource code repository (all project source code and IaC/CI/CD code).
SlackProject comms. Join the #LAUNCH channel and #WaterCooler to get started.

Statement of work

We are engaging to provide DESCRIPTION OF GOALS AND WORK PRODUCT, working collaboratively on the following joint objectives:

GoalsWork Product
Current state assessmentAssess the current state versus target state, and make recommendations regarding cloud-native architecture. Implement [specific product features], etc.
Service ItemDescription of service item.
Delivery ReportA summary report documenting the application/architecture disposition and key areas of improvement, the project roadmap, resourcing plan and delivery plan.

Initial scope

Per discussion during DISCOVERY KICKOFF LINK an initial scope was determined:
Observability dashboard. Real-time telemetry driven by integrated event-based OpenTelemetry will surface business events, DORA metrics and operational status.
Itemize key features / specific business capabilities agreed during onboarding here.
If “stretch goals” were discussed, go ahead and mention them here being sure to call out each as a “stretch” or identify any potential limitations.

Engagement roadmap

Product vision, strategy & capabilities

Product Vision

The product vision and strategy establishes our aspirational targets with the vision, specific achievable strategic initiatives, and actionable outcomes that can be measured.
Write a description of the product vision. It should define the future and inspire the team to work toward that vision and future state. It describes a product on the 3-5 year horizon, and needs to have complete buy-in from all participants. The statement is intended to provide clear direction and inspiration to the team, and encompasses project goals at a very high level.
See: Product vision, 1.3.

Product Strategy

QuestionResponse
Who are the customers?
  • Describe the customer or specific market segment.
How does the product address their needs?
  • Itemize specific needs that are met by the product.
  • Additional need this product addresses.
What are our business objectives?

Examples:

  • Reduce infrastructure cost by at least 35%.
  • Deliver a fully mobile, self-service financial banking platform.
  • Deliver a user interface optimized for visual accessibility needs, including screen reader and ARIA support.
  • Allow customers to completely self-manage their spending, savings, and loan finance accounts (with minimal to no bank intervention required).
  • Provide seamless, very low-barrier (e.g.: “one-click”) integration with merchants to support purchase financing.
  • Build a scalable platform that is highly responsive at all times.

Team organization & rituals

Our combined team is led by the product trio — product manager, product designer and tech lead — plus domain experts, architects, engineers and quality. The team’s composition, working cadence and decision authority each have a dedicated template:

  • Team roster — who’s on the team, their responsibilities, and other key stakeholders
  • Team activity matrix — team rituals, communication cadence and who attends what
  • Decision rights — who decides what (one decision, one owner), plus the supporting RACI matrix
  • Exception log — deviations from the team’s own rules, on the record