Note Templates

Template 1

Request Details*

What is the customer requesting? Please provide details on the request so we can better understand why this is important to them.

Your Answer:

 

Use Case*

How will they use this feature? In what business scenarios will they do this?

Your Answer:

 

Pain Points*

Without this feature what issues is the customer currently facing? Be detailed and explain why this causes pain for the customer.

Your Answer:

 

Benefits*

Justify this request. Why/How does this improve the user’s experience? Back up this request with real benefits that the feature will deliver.

Your Answer:

Template 2

Use Case

What does the user need this for?

Problem:

what is the user trying to solve?

Can you provide an example:

How do you do this now:

Template 3 Delta-Next template for discovery interviews

🔗 Links

(e.g. a recording)

🏢 Customer context

(who’s the customer, their role, how they currently use the functionality in question, or what kinds of problems they need to solve etc.)

✅ We were right about

(which assumptions or hypotheses were confirmed? what parts of our solution worked well?)

❌ We were wrong about

(which assumptions or hypotheses were disproved? what parts of our solution didn’t work?)

🤔 We didn’t know about

(things to consider that we haven’t previously)

🔍 We want to learn more about

(what do we need to discover further?)

✨ New ideas

(any ideas for our solutions based on the interview)

📜 Raw notes

Feature Templates

Template 1

💡 Problem


📖 User Story


🎨 Design


🙈 Analytics


🛑 Out of scope

⛓ Dependencies


🉑 Acceptance Criteria

🎯 Measuring Success

🛳 Release Strategy


Template 2

What is this?

Provide a short description about the "feature" - help us understand the customer need to the business problem it would solve

Add text here

Hypothesis

State your hypothesis

Add text here

Success metrics

How will we know if the need/problem has been solved?

Add text here

Open questions or limitations

What open questions do you still have, if any?

Add text here

Timebox

How much time would you be willing to invest to solve this need/problem? (state in weeks)

Add text here

Template 3

Solution Brief

[Link] to a long-form detailed brief, including:

🙋‍♀️ User Story

As a user, I want to…

📝 Design

Link:

ABC:

🙋‍♂️ Acceptance criteria

Objective Template

🎯 Tag line of the objective

Link to Product Brief (optional)

🤔 Problem

🔗 Connected Goals

📣 Persona/Segment

🎯 Measuring Success

💥Initiatives/Milestones

😨 Risks