BMAD-METHOD/.claude/checklists/pm-checklist.md

10 KiB

Product Manager (PM) Requirements Checklist

Purpose

Comprehensive framework for the Product Manager to ensure the Product Requirements Document (PRD) and Epic definitions are complete, well-structured, and appropriately scoped for MVP development before handoff to architecture and development teams.

Required Artifacts

Before proceeding, ensure access to:

  • docs/prd.md - Product Requirements Document
  • User research findings and market analysis documents
  • Business goals and strategy documentation
  • Epic definitions and user stories
  • Competitive analysis (if applicable)

Project Type Detection

Business Application: [ ] Yes [ ] No Consumer Product: [ ] Yes [ ] No
Technical Platform: [ ] Yes [ ] No Integration Project: [ ] Yes [ ] No


1. Problem Definition & Context

Business Problem Validation

  • Clear, specific problem statement articulated
  • Target user segments specifically identified (not "everyone")
  • Problem impact quantified with data or estimates
  • Competitive differentiation clearly explained
  • Business opportunity sized appropriately

Success Framework

  • SMART business objectives defined (Specific, Measurable, Achievable, Relevant, Time-bound)
  • Key performance indicators (KPIs) established
  • Success metrics directly tied to user and business value
  • Baseline measurements identified where possible
  • Timeline for achieving goals realistic and specific

Market Context

  • User research findings documented and synthesized
  • Target personas detailed with specific characteristics
  • User needs and pain points clearly mapped
  • Competitive landscape analyzed with specific examples
  • Market timing and opportunity validated

Notes: {{problem_context_notes}}


2. MVP Scope Definition

Core Functionality Assessment

  • Essential features clearly distinguished from nice-to-haves
  • Each feature directly addresses the core problem statement
  • Feature set represents true minimum for viability testing
  • User value delivery prioritized over technical elegance
  • Dependencies between features identified and managed

Scope Boundaries Management

  • Explicit "out of scope" items documented with rationale
  • Future enhancement roadmap outlined
  • Scope decisions justified with clear reasoning
  • MVP complexity minimized while maximizing learning potential
  • Scope reviewed and refined through multiple iterations

Validation Strategy

  • Clear method for testing MVP success defined
  • User feedback collection mechanisms planned
  • Criteria for transitioning beyond MVP established
  • Learning hypotheses for MVP explicitly stated
  • Success/failure decision framework defined

Notes: {{mvp_scope_notes}}


3. User Experience Requirements

User Journey Mapping

  • Primary user flows documented end-to-end
  • All entry and exit points identified
  • Critical decision points and branches mapped
  • Happy path and alternative flows defined
  • Edge cases identified (even if deferred)

Usability Standards

  • Accessibility requirements documented (WCAG 2.1 AA minimum)
  • Platform and device compatibility requirements specified
  • Performance expectations from user perspective defined
  • Error state handling and user recovery planned
  • User feedback and help mechanisms identified

Interface Requirements

  • Information architecture outlined clearly
  • Critical UI components and interactions identified
  • Content requirements and sources specified
  • Navigation structure and patterns defined
  • Responsive design requirements documented

Notes: {{user_experience_notes}}


4. Functional Requirements

Feature Completeness

  • All MVP features documented with clear descriptions
  • Features written from user perspective (not technical implementation)
  • Feature criticality and priority levels indicated
  • Requirements are testable and verifiable
  • Cross-feature dependencies explicitly mapped

Requirements Quality

  • Requirements specific and unambiguous
  • Focus maintained on WHAT, not HOW
  • Consistent terminology used throughout
  • Complex requirements broken into manageable components
  • Technical jargon minimized and explained where necessary

User Stories & Acceptance Criteria

  • Stories follow consistent format ("As a [user], I want [goal] so that [benefit]")
  • Acceptance criteria are specific and testable
  • Stories appropriately sized for development sprints
  • Stories maintain independence where possible
  • Sufficient context provided for implementation teams

Notes: {{functional_requirements_notes}}


5. Non-Functional Requirements

Performance Standards

  • Response time requirements defined with specific metrics
  • Throughput and capacity expectations documented
  • Scalability requirements appropriate for user base
  • Resource utilization constraints identified
  • Load handling expectations realistic and measurable

Security & Compliance Framework

  • Data protection requirements specified
  • Authentication and authorization needs clearly defined
  • Regulatory compliance requirements documented
  • Security testing approach outlined
  • Privacy considerations and GDPR compliance addressed

Reliability & Operations

  • System availability requirements defined
  • Backup and disaster recovery needs documented
  • Fault tolerance expectations established
  • Error handling and logging requirements specified
  • Maintenance and support operational considerations included

Technical Constraints

  • Platform and technology constraints documented
  • Third-party service dependencies identified
  • Integration requirements clearly outlined
  • Infrastructure and hosting requirements specified
  • Development environment needs documented

Notes: {{non_functional_notes}}


6. Epic & Story Structure

Epic Organization

  • Epics represent cohesive business value delivery
  • Epic goals clearly articulated and measurable
  • Epics appropriately sized for incremental delivery
  • Epic sequence and dependencies logically organized
  • Each epic contributes to overall MVP success

Story Breakdown Quality

  • Stories broken down to appropriate development size
  • Each story delivers independent, demonstrable value
  • Acceptance criteria comprehensive and testable
  • Story dependencies minimize blocking relationships
  • Stories aligned with broader epic and product goals

Implementation Readiness

  • First epic includes all necessary project setup
  • Development environment setup addressed early
  • Core infrastructure and scaffolding planned
  • Local development and testing capabilities established
  • Deployment pipeline considerations included

Notes: {{epic_structure_notes}}


7. Technical Guidance

Architecture Direction

  • High-level architecture approach recommended
  • Critical technical constraints communicated clearly
  • Key integration points and APIs identified
  • Performance-critical areas highlighted
  • Security requirements translated to technical needs

Technical Decision Framework

  • Criteria for technology selection decisions provided
  • Key architectural trade-offs articulated
  • Rationale for recommended approaches documented
  • Non-negotiable technical requirements emphasized
  • Areas requiring detailed technical investigation flagged

Implementation Considerations

  • Development methodology and approach guidance provided
  • Testing strategy requirements clearly articulated
  • Deployment and DevOps expectations established
  • Monitoring and observability needs identified
  • Technical documentation requirements specified

Notes: {{technical_guidance_notes}}


8. Cross-Functional Requirements

Data Architecture

  • Core data entities and relationships identified
  • Data storage and persistence requirements specified
  • Data quality and validation requirements defined
  • Data retention and archival policies addressed
  • Data migration needs documented (if applicable)

Integration Requirements

  • External system integrations clearly identified
  • API requirements and specifications documented
  • Authentication mechanisms for integrations defined
  • Data exchange formats and protocols specified
  • Integration testing approach outlined

Operational Requirements

  • Deployment frequency and process expectations set
  • Development, staging, and production environment needs defined
  • Monitoring, alerting, and observability requirements identified
  • Support and maintenance operational requirements documented
  • Performance monitoring and analytics approach specified

Notes: {{cross_functional_notes}}


9. Communication & Documentation Quality

Documentation Standards

  • Clear, jargon-free language used consistently
  • Documents well-structured with logical flow
  • Technical terms defined in glossary or context
  • Diagrams and visual aids included where helpful
  • Version control and change tracking implemented

Stakeholder Alignment

  • Key stakeholders identified with roles defined
  • Stakeholder feedback incorporated and documented
  • Potential disagreement areas proactively addressed
  • Communication plan for ongoing updates established
  • Clear approval process and sign-off requirements defined

Notes: {{communication_notes}}


Final Validation Summary

Overall Assessment

PRD Completeness Score: {{completeness_score}}/10 MVP Scope Assessment: {{scope_assessment}} (Focused/Appropriate/Over-Scoped) Implementation Readiness: {{readiness_level}} (Ready/Nearly Ready/Needs Work)

Critical Issues Identified

  1. {{critical_issue_1}}
  2. {{critical_issue_2}}
  3. {{critical_issue_3}}

Recommendations

[ ] APPROVED - PRD ready for architecture and development [ ] APPROVED WITH CONDITIONS - Address listed issues before proceeding [ ] REQUIRES REVISION - Significant gaps need resolution before handoff

Next Steps

  1. {{next_step_1}}
  2. {{next_step_2}}
  3. {{next_step_3}}

Sign-off

Product Manager: {{pm_name}} Date: {{validation_date}} PRD Version: {{prd_version}}

Final Notes: {{final_validation_notes}}