Resources

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

ModelFormulaUse it whenIts 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

MetricUsually meansAsk before trusting it
ActivationUser reached first real valueWhat counts as value, and who decided?
RetentionStill active after N periodsCohort or snapshot? Snapshots hide leaks
DAU / MAUEngagement intensity ratioDoes daily use actually make sense for this product?
ChurnCustomers lost in a periodBy count or by revenue? They tell different stories
NPSWillingness to recommendWho responded — and who didn't?
Feature adoptionShare of users who used itUsed 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

EventOne-month sprintTwo-week sprintYour job in it
Sprint Planning8 hours4 hoursBring the goal and the why
Daily Scrum15 min15 minListen; unblock decisions
Sprint Review4 hours2 hoursBring stakeholders, change the backlog
Retrospective3 hours90 minAttend as a peer, not a manager
RefinementNot an event — roughly 10% of capacityYour 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.

The full question set →

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.

See worked examples →

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.

Building the tree →

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.

Roadmap formats →

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.

Getting it right →

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.

Seven formats to fill it →

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.