BMAD-METHOD/docs/pm-task-library.md

542 lines
16 KiB
Markdown

# Product Manager (John) - Task Library
## Overview
This comprehensive task library provides Product Managers with structured, actionable tasks for effectively using the BMAD Method. Each task includes clear objectives, inputs, outputs, and step-by-step execution guidance.
## Core Product Management Tasks
### PM-001: Create Product Requirements Document (PRD)
**Objective**: Transform business requirements into comprehensive product specifications
**Inputs**:
- Business requirements from stakeholders
- Market research data
- User feedback and analytics
- Technical constraints from architects
**Outputs**:
- Complete PRD document
- User story backlog
- Acceptance criteria definitions
- Risk assessment matrix
**Execution Steps**:
1. **Requirements Analysis**
- Review all input materials
- Identify gaps and ambiguities
- Conduct stakeholder interviews if needed
- Document assumptions and constraints
2. **Market Context Development**
- Analyze competitive landscape
- Define target user personas
- Identify market opportunities
- Document business value proposition
3. **Feature Definition**
- Break down requirements into features
- Define functional specifications
- Specify non-functional requirements
- Create feature prioritization matrix
4. **User Story Creation**
- Write user stories with clear acceptance criteria
- Map stories to business objectives
- Estimate story complexity
- Define story dependencies
5. **Stakeholder Review**
- Present PRD to key stakeholders
- Collect and incorporate feedback
- Obtain formal approval
- Document any scope changes
**Quality Checklist**:
- [ ] All business requirements addressed
- [ ] User stories follow INVEST criteria
- [ ] Acceptance criteria are testable
- [ ] Technical feasibility confirmed
- [ ] Stakeholder sign-off obtained
### PM-002: Conduct Stakeholder Requirements Elicitation
**Objective**: Gather comprehensive requirements from all relevant stakeholders
**Inputs**:
- Stakeholder list and contact information
- Initial project brief or business case
- Previous project documentation (if applicable)
- Market research data
**Outputs**:
- Stakeholder requirements matrix
- Requirements traceability document
- Conflict resolution plan
- Prioritized requirements list
**Execution Steps**:
1. **Stakeholder Mapping**
- Identify all relevant stakeholders
- Categorize by influence and interest
- Plan engagement strategy
- Schedule elicitation sessions
2. **Requirements Gathering**
- Conduct structured interviews
- Facilitate requirements workshops
- Use elicitation techniques (user story mapping, etc.)
- Document requirements in real-time
3. **Requirements Analysis**
- Identify conflicts and dependencies
- Assess feasibility and impact
- Prioritize using MoSCoW or RICE
- Create requirements traceability matrix
4. **Validation and Approval**
- Review requirements with stakeholders
- Resolve conflicts through negotiation
- Obtain formal approval
- Establish change control process
**Quality Checklist**:
- [ ] All stakeholders consulted
- [ ] Requirements are clear and unambiguous
- [ ] Conflicts identified and resolved
- [ ] Priorities established and agreed upon
- [ ] Traceability maintained
### PM-003: Create Product Roadmap
**Objective**: Develop strategic product roadmap aligned with business objectives
**Inputs**:
- Business strategy and objectives
- Market analysis and competitive intelligence
- Technical architecture constraints
- Resource availability and capacity
- Stakeholder priorities
**Outputs**:
- Strategic product roadmap
- Release planning timeline
- Feature prioritization rationale
- Resource allocation plan
**Execution Steps**:
1. **Strategic Alignment**
- Review business objectives and strategy
- Identify key market opportunities
- Define product vision and goals
- Establish success metrics
2. **Feature Prioritization**
- Apply prioritization frameworks (RICE, Value vs Effort)
- Consider technical dependencies
- Assess market timing factors
- Balance stakeholder needs
3. **Timeline Development**
- Create high-level release schedule
- Account for technical constraints
- Include buffer time for risks
- Align with business milestones
4. **Stakeholder Communication**
- Present roadmap to leadership
- Gather feedback and iterate
- Communicate to development teams
- Establish regular review cycles
**Quality Checklist**:
- [ ] Aligned with business strategy
- [ ] Technically feasible timeline
- [ ] Stakeholder buy-in achieved
- [ ] Regular review process established
- [ ] Success metrics defined
### PM-004: Manage Product Backlog
**Objective**: Maintain and prioritize product backlog for optimal value delivery
**Inputs**:
- User stories and requirements
- Stakeholder feedback
- Market changes and opportunities
- Technical debt and constraints
- Sprint retrospective insights
**Outputs**:
- Prioritized product backlog
- Sprint-ready user stories
- Backlog refinement notes
- Stakeholder communication updates
**Execution Steps**:
1. **Backlog Grooming**
- Review and update existing stories
- Add new stories from requirements
- Remove obsolete or duplicate items
- Ensure stories meet Definition of Ready
2. **Prioritization**
- Apply consistent prioritization criteria
- Consider business value and urgency
- Account for technical dependencies
- Balance new features with technical debt
3. **Story Refinement**
- Break down large stories (epics)
- Add detailed acceptance criteria
- Estimate story points with team
- Identify and resolve dependencies
4. **Stakeholder Communication**
- Communicate priority changes
- Explain prioritization rationale
- Gather feedback on upcoming features
- Manage expectations on delivery
**Quality Checklist**:
- [ ] Stories meet Definition of Ready
- [ ] Priorities clearly communicated
- [ ] Dependencies identified and managed
- [ ] Stakeholder expectations aligned
- [ ] Backlog size manageable
## Strategic Planning Tasks
### PM-005: Conduct Market Analysis
**Objective**: Analyze market conditions and competitive landscape for informed product decisions
**Inputs**:
- Market research reports
- Competitive intelligence
- Customer feedback and surveys
- Industry trend analysis
- Sales and marketing data
**Outputs**:
- Market analysis report
- Competitive positioning matrix
- Market opportunity assessment
- Strategic recommendations
**Execution Steps**:
1. **Market Research**
- Gather industry reports and data
- Analyze market size and growth trends
- Identify key market segments
- Study regulatory and economic factors
2. **Competitive Analysis**
- Identify direct and indirect competitors
- Analyze competitor features and positioning
- Assess competitive strengths and weaknesses
- Identify market gaps and opportunities
3. **Customer Analysis**
- Review customer feedback and surveys
- Analyze user behavior and preferences
- Identify unmet customer needs
- Segment customers by value and behavior
4. **Strategic Synthesis**
- Synthesize findings into actionable insights
- Identify strategic opportunities
- Recommend product positioning
- Propose go-to-market strategies
**Quality Checklist**:
- [ ] Comprehensive market data collected
- [ ] Competitive analysis thorough
- [ ] Customer insights validated
- [ ] Strategic recommendations actionable
- [ ] Findings clearly communicated
### PM-006: Define Success Metrics and KPIs
**Objective**: Establish measurable success criteria for product initiatives
**Inputs**:
- Business objectives and goals
- User behavior data and analytics
- Market benchmarks and standards
- Technical performance metrics
- Stakeholder success definitions
**Outputs**:
- KPI framework and dashboard
- Success criteria definitions
- Measurement plan and timeline
- Reporting and review schedule
**Execution Steps**:
1. **Objective Alignment**
- Map metrics to business objectives
- Identify leading and lagging indicators
- Define success thresholds
- Establish baseline measurements
2. **Metric Selection**
- Choose relevant and actionable metrics
- Balance quantitative and qualitative measures
- Ensure metrics are measurable and timely
- Avoid vanity metrics
3. **Measurement Framework**
- Design data collection processes
- Set up tracking and analytics tools
- Create reporting dashboards
- Establish review and analysis cycles
4. **Stakeholder Alignment**
- Present metrics framework to stakeholders
- Obtain agreement on success criteria
- Establish reporting responsibilities
- Create escalation procedures
**Quality Checklist**:
- [ ] Metrics aligned with objectives
- [ ] Data collection feasible
- [ ] Stakeholder agreement obtained
- [ ] Regular review process established
- [ ] Action plans for metric improvement
## Communication and Collaboration Tasks
### PM-007: Facilitate Cross-Functional Collaboration
**Objective**: Enable effective collaboration between product, engineering, design, and business teams
**Inputs**:
- Team structures and responsibilities
- Project requirements and constraints
- Communication preferences and tools
- Collaboration challenges and blockers
- Stakeholder expectations
**Outputs**:
- Collaboration framework
- Communication plan and schedule
- Conflict resolution procedures
- Team alignment documentation
**Execution Steps**:
1. **Team Assessment**
- Map team structures and roles
- Identify collaboration touchpoints
- Assess current communication effectiveness
- Document existing processes and tools
2. **Framework Design**
- Define collaboration principles
- Establish communication protocols
- Create decision-making processes
- Design conflict resolution procedures
3. **Implementation**
- Roll out collaboration framework
- Train teams on new processes
- Implement supporting tools and systems
- Monitor adoption and effectiveness
4. **Continuous Improvement**
- Gather feedback from teams
- Identify and address pain points
- Refine processes based on learnings
- Scale successful practices
**Quality Checklist**:
- [ ] All teams included in framework
- [ ] Clear roles and responsibilities
- [ ] Effective communication channels
- [ ] Conflict resolution mechanisms
- [ ] Regular improvement cycles
### PM-008: Manage Stakeholder Communication
**Objective**: Maintain clear, consistent communication with all product stakeholders
**Inputs**:
- Stakeholder mapping and analysis
- Product status and progress updates
- Key decisions and changes
- Risk and issue information
- Success metrics and performance data
**Outputs**:
- Stakeholder communication plan
- Regular status reports and updates
- Decision documentation
- Feedback collection and analysis
**Execution Steps**:
1. **Communication Planning**
- Map stakeholder information needs
- Define communication frequency and format
- Choose appropriate communication channels
- Create communication calendar
2. **Content Development**
- Prepare regular status updates
- Document key decisions and rationale
- Create executive summaries
- Develop presentation materials
3. **Delivery and Engagement**
- Deliver communications on schedule
- Facilitate stakeholder meetings
- Collect feedback and questions
- Address concerns and issues promptly
4. **Feedback Integration**
- Analyze stakeholder feedback
- Incorporate insights into planning
- Adjust communication approach as needed
- Close the feedback loop
**Quality Checklist**:
- [ ] All stakeholders included
- [ ] Communication timely and relevant
- [ ] Feedback actively collected
- [ ] Issues addressed promptly
- [ ] Communication effectiveness measured
## Risk and Issue Management Tasks
### PM-009: Conduct Risk Assessment and Mitigation Planning
**Objective**: Identify, assess, and mitigate risks that could impact product success
**Inputs**:
- Project scope and requirements
- Technical architecture and constraints
- Market conditions and competitive landscape
- Resource availability and constraints
- Historical risk data and lessons learned
**Outputs**:
- Risk register and assessment matrix
- Risk mitigation strategies and plans
- Contingency plans for high-impact risks
- Risk monitoring and reporting procedures
**Execution Steps**:
1. **Risk Identification**
- Brainstorm potential risks with team
- Review historical project risks
- Analyze external market factors
- Consider technical and resource constraints
2. **Risk Assessment**
- Evaluate probability and impact
- Prioritize risks using risk matrix
- Identify risk interdependencies
- Assess current risk exposure
3. **Mitigation Planning**
- Develop mitigation strategies
- Create contingency plans
- Assign risk owners and responsibilities
- Establish monitoring procedures
4. **Implementation and Monitoring**
- Implement risk mitigation measures
- Monitor risk indicators regularly
- Update risk assessments as needed
- Communicate risk status to stakeholders
**Quality Checklist**:
- [ ] Comprehensive risk identification
- [ ] Accurate risk assessment
- [ ] Effective mitigation strategies
- [ ] Clear ownership and accountability
- [ ] Regular monitoring and updates
### PM-010: Manage Scope Changes and Requirements Evolution
**Objective**: Control scope changes while allowing for necessary requirements evolution
**Inputs**:
- Original project scope and requirements
- Change requests from stakeholders
- Market changes and new opportunities
- Technical discoveries and constraints
- Resource and timeline impacts
**Outputs**:
- Change control process and procedures
- Impact assessment documentation
- Approved scope changes
- Updated project documentation
**Execution Steps**:
1. **Change Control Setup**
- Define change control process
- Establish change approval authority
- Create change request templates
- Set up tracking and documentation
2. **Change Evaluation**
- Assess change request validity
- Analyze impact on scope, time, cost
- Evaluate alignment with objectives
- Consider alternative solutions
3. **Decision Making**
- Present impact analysis to stakeholders
- Facilitate decision-making process
- Document decisions and rationale
- Communicate changes to all teams
4. **Implementation**
- Update project documentation
- Adjust plans and schedules
- Reallocate resources as needed
- Monitor implementation progress
**Quality Checklist**:
- [ ] Clear change control process
- [ ] Thorough impact analysis
- [ ] Stakeholder approval obtained
- [ ] Documentation updated
- [ ] Teams informed of changes
## Integration with BMAD Method
### Workflow Integration Points
- **From Business Analyst**: Receive validated business requirements
- **To UX/UI Architect**: Provide detailed product specifications
- **To System Architect**: Share technical requirements and constraints
- **To Product Owner**: Hand off refined backlog and priorities
### Collaboration Patterns
- **Requirements Workshops**: Facilitate cross-persona requirements sessions
- **Design Reviews**: Participate in UX/UI design validation
- **Architecture Reviews**: Provide product perspective on technical decisions
- **Sprint Planning**: Collaborate with PO on sprint goals and priorities
### Quality Gates
- **Requirements Completeness**: Ensure all business needs addressed
- **Stakeholder Alignment**: Verify stakeholder agreement on priorities
- **Technical Feasibility**: Confirm technical viability with architects
- **User Value**: Validate user value proposition for all features
## Best Practices
### Documentation Standards
- Use consistent templates and formats
- Maintain version control and change logs
- Include rationale for all major decisions
- Create searchable and linkable content
### Stakeholder Management
- Regular communication and updates
- Clear escalation paths and procedures
- Transparent decision-making processes
- Active feedback collection and integration
### Collaboration Excellence
- Foster cross-functional team alignment
- Facilitate effective meetings and workshops
- Promote shared understanding and goals
- Address conflicts promptly and fairly
---
*This task library provides comprehensive guidance for Product Managers using the BMAD Method. Each task includes detailed execution steps, quality criteria, and integration points with other personas.*