Templates, checklists and primary sources
The reference material we keep going back to. Everything here is either free or the official source — no affiliate links.
Quick reference
The tables worth pinning above your desk.
Prioritisation scoring, side by side
| Model | Formula | Use it when | Its blind spot |
|---|---|---|---|
| RICE | (Reach × Impact × Confidence) ÷ Effort | Mixed backlog, many request types | Favours broad and shallow work |
| ICE | Impact × Confidence × Ease | Fast triage, growth experiments | Every input is an opinion |
| WSJF | Cost of Delay ÷ Job Size | Deadline-driven or compounding work | False precision from stacked estimates |
| Value / Effort | Two axes, four quadrants | Workshops, quick alignment | "Value" means something different to everyone |
Full breakdown in prioritisation frameworks and where each one lies to you.
Metric definitions worth agreeing on
| Metric | Usually means | Ask before trusting it |
|---|---|---|
| Activation | User reached first real value | What counts as value, and who decided? |
| Retention | Still active after N periods | Cohort or snapshot? Snapshots hide leaks |
| DAU / MAU | Engagement intensity ratio | Does daily use actually make sense for this product? |
| Churn | Customers lost in a period | By count or by revenue? They tell different stories |
| NPS | Willingness to recommend | Who responded — and who didn't? |
| Feature adoption | Share of users who used it | Used once, or came back? Only the second counts |
Write down what each metric excludes — internal accounts, trials, bots. Six months on nobody remembers, and someone will decide on a number that never meant what they think.
Scrum event timeboxes
| Event | One-month sprint | Two-week sprint | Your job in it |
|---|---|---|---|
| Sprint Planning | 8 hours | 4 hours | Bring the goal and the why |
| Daily Scrum | 15 min | 15 min | Listen; unblock decisions |
| Sprint Review | 4 hours | 2 hours | Bring stakeholders, change the backlog |
| Retrospective | 3 hours | 90 min | Attend as a peer, not a manager |
| Refinement | Not an event — roughly 10% of capacity | Your highest-leverage hour | |
Steal these templates
Copy the text straight out. No download, no email required.
Discovery interview opener
"Tell me about the last time you [did the job]." Then: what happened just before? What did you try first? What did you do afterwards? Never ask whether they would use a thing you are about to describe.
Acceptance criteria skeleton
Given [starting state], when [action], then [observable outcome]. One scenario for the happy path, one for the likeliest error, one for the boundary.
Opportunity, not solution
An opportunity is phrased in the customer's words and came from a real conversation: "I have to check three places before I can answer my manager." If it names a feature, walk it back up until you find the need underneath.
Roadmap item card
Outcome · horizon (Now / Next / Later) · confidence (high / medium / low) · the metric that should move. Confidence on the card does more for stakeholder trust than any format change.
Job statement
When [situation], I want to [motivation], so I can [expected outcome]. If the "when" is generic, you have not talked to enough people about specific incidents yet.
Retrospective agenda (60 min)
5 min set the stage · 15 min gather data · 15 min generate insight · 15 min decide what to do · 10 min close. One action, one owner, one sprint.
Worth reading
The short list, if you only get through a few.
- Continuous Discovery Habits, Teresa Torres — the clearest treatment of opportunity solution trees and weekly customer contact.
- Inspired and Empowered, Marty Cagan — how strong product organisations are actually structured, and why most are not.
- The Scrum Guide — nineteen pages, free, and the definitive answer to most "is this still Scrum?" arguments. At scrumguides.org.
- The Agile Manifesto and its twelve principles — a single page from 2001 that still settles more arguments than most frameworks do.
- Escaping the Build Trap, Melissa Perri — on the difference between shipping features and delivering outcomes.