Files
BMAD-METHOD/BETA-V3/checklists/pm-checklist.txt
2025-05-11 20:34:33 -05:00

239 lines
8.9 KiB
Plaintext

# Product Manager (PM) Requirements Checklist
This checklist serves as a comprehensive framework to ensure the Product Requirements Document (PRD) and Epic definitions are complete, well-structured, and appropriately scoped for MVP development. The PM should systematically work through each item during the product definition process.
## 1. PROBLEM DEFINITION & CONTEXT
### 1.1 Problem Statement
- [ ] Clear articulation of the problem being solved
- [ ] Identification of who experiences the problem
- [ ] Explanation of why solving this problem matters
- [ ] Quantification of problem impact (if possible)
- [ ] Differentiation from existing solutions
### 1.2 Business Goals & Success Metrics
- [ ] Specific, measurable business objectives defined
- [ ] Clear success metrics and KPIs established
- [ ] Metrics are tied to user and business value
- [ ] Baseline measurements identified (if applicable)
- [ ] Timeframe for achieving goals specified
### 1.3 User Research & Insights
- [ ] Target user personas clearly defined
- [ ] User needs and pain points documented
- [ ] User research findings summarized (if available)
- [ ] Competitive analysis included
- [ ] Market context provided
## 2. MVP SCOPE DEFINITION
### 2.1 Core Functionality
- [ ] Essential features clearly distinguished from nice-to-haves
- [ ] Features directly address defined problem statement
- [ ] Each Epic ties back to specific user needs
- [ ] Features and Stories are described from user perspective
- [ ] Minimum requirements for success defined
### 2.2 Scope Boundaries
- [ ] Clear articulation of what is OUT of scope
- [ ] Future enhancements section included
- [ ] Rationale for scope decisions documented
- [ ] MVP minimizes functionality while maximizing learning
- [ ] Scope has been reviewed and refined multiple times
### 2.3 MVP Validation Approach
- [ ] Method for testing MVP success defined
- [ ] Initial user feedback mechanisms planned
- [ ] Criteria for moving beyond MVP specified
- [ ] Learning goals for MVP articulated
- [ ] Timeline expectations set
## 3. USER EXPERIENCE REQUIREMENTS
### 3.1 User Journeys & Flows
- [ ] Primary user flows documented
- [ ] Entry and exit points for each flow identified
- [ ] Decision points and branches mapped
- [ ] Critical path highlighted
- [ ] Edge cases considered
### 3.2 Usability Requirements
- [ ] Accessibility considerations documented
- [ ] Platform/device compatibility specified
- [ ] Performance expectations from user perspective defined
- [ ] Error handling and recovery approaches outlined
- [ ] User feedback mechanisms identified
### 3.3 UI Requirements
- [ ] Information architecture outlined
- [ ] Critical UI components identified
- [ ] Visual design guidelines referenced (if applicable)
- [ ] Content requirements specified
- [ ] High-level navigation structure defined
## 4. FUNCTIONAL REQUIREMENTS
### 4.1 Feature Completeness
- [ ] All required features for MVP documented
- [ ] Features have clear, user-focused descriptions
- [ ] Feature priority/criticality indicated
- [ ] Requirements are testable and verifiable
- [ ] Dependencies between features identified
### 4.2 Requirements Quality
- [ ] Requirements are specific and unambiguous
- [ ] Requirements focus on WHAT not HOW
- [ ] Requirements use consistent terminology
- [ ] Complex requirements broken into simpler parts
- [ ] Technical jargon minimized or explained
### 4.3 User Stories & Acceptance Criteria
- [ ] Stories follow consistent format
- [ ] Acceptance criteria are testable
- [ ] Stories are sized appropriately (not too large)
- [ ] Stories are independent where possible
- [ ] Stories include necessary context
- [ ] Local testability requirements (e.g., via CLI) defined in ACs for relevant backend/data stories
## 5. NON-FUNCTIONAL REQUIREMENTS
### 5.1 Performance Requirements
- [ ] Response time expectations defined
- [ ] Throughput/capacity requirements specified
- [ ] Scalability needs documented
- [ ] Resource utilization constraints identified
- [ ] Load handling expectations set
### 5.2 Security & Compliance
- [ ] Data protection requirements specified
- [ ] Authentication/authorization needs defined
- [ ] Compliance requirements documented
- [ ] Security testing requirements outlined
- [ ] Privacy considerations addressed
### 5.3 Reliability & Resilience
- [ ] Availability requirements defined
- [ ] Backup and recovery needs documented
- [ ] Fault tolerance expectations set
- [ ] Error handling requirements specified
- [ ] Maintenance and support considerations included
### 5.4 Technical Constraints
- [ ] Platform/technology constraints documented
- [ ] Integration requirements outlined
- [ ] Third-party service dependencies identified
- [ ] Infrastructure requirements specified
- [ ] Development environment needs identified
## 6. EPIC & STORY STRUCTURE
### 6.1 Epic Definition
- [ ] Epics represent cohesive units of functionality
- [ ] Epics focus on user/business value delivery
- [ ] Epic goals clearly articulated
- [ ] Epics are sized appropriately for incremental delivery
- [ ] Epic sequence and dependencies identified
### 6.2 Story Breakdown
- [ ] Stories are broken down to appropriate size
- [ ] Stories have clear, independent value
- [ ] Stories include appropriate acceptance criteria
- [ ] Story dependencies and sequence documented
- [ ] Stories aligned with epic goals
### 6.3 First Epic Completeness
- [ ] First epic includes all necessary setup steps
- [ ] Project scaffolding and initialization addressed
- [ ] Core infrastructure setup included
- [ ] Development environment setup addressed
- [ ] Local testability established early
## 7. TECHNICAL GUIDANCE
### 7.1 Architecture Guidance
- [ ] Initial architecture direction provided
- [ ] Technical constraints clearly communicated
- [ ] Integration points identified
- [ ] Performance considerations highlighted
- [ ] Security requirements articulated
- [ ] Known areas of high complexity or technical risk flagged for architectural deep-dive
### 7.2 Technical Decision Framework
- [ ] Decision criteria for technical choices provided
- [ ] Trade-offs articulated for key decisions
- [ ] Rationale for selecting primary approach over considered alternatives documented (for key design/feature choices)
- [ ] Non-negotiable technical requirements highlighted
- [ ] Areas requiring technical investigation identified
- [ ] Guidance on technical debt approach provided
### 7.3 Implementation Considerations
- [ ] Development approach guidance provided
- [ ] Testing requirements articulated
- [ ] Deployment expectations set
- [ ] Monitoring needs identified
- [ ] Documentation requirements specified
## 8. CROSS-FUNCTIONAL REQUIREMENTS
### 8.1 Data Requirements
- [ ] Data entities and relationships identified
- [ ] Data storage requirements specified
- [ ] Data quality requirements defined
- [ ] Data retention policies identified
- [ ] Data migration needs addressed (if applicable)
- [ ] Schema changes planned iteratively, tied to stories requiring them
### 8.2 Integration Requirements
- [ ] External system integrations identified
- [ ] API requirements documented
- [ ] Authentication for integrations specified
- [ ] Data exchange formats defined
- [ ] Integration testing requirements outlined
### 8.3 Operational Requirements
- [ ] Deployment frequency expectations set
- [ ] Environment requirements defined
- [ ] Monitoring and alerting needs identified
- [ ] Support requirements documented
- [ ] Performance monitoring approach specified
## 9. CLARITY & COMMUNICATION
### 9.1 Documentation Quality
- [ ] Documents use clear, consistent language
- [ ] Documents are well-structured and organized
- [ ] Technical terms are defined where necessary
- [ ] Diagrams/visuals included where helpful
- [ ] Documentation is versioned appropriately
### 9.2 Stakeholder Alignment
- [ ] Key stakeholders identified
- [ ] Stakeholder input incorporated
- [ ] Potential areas of disagreement addressed
- [ ] Communication plan for updates established
- [ ] Approval process defined
## PRD & EPIC VALIDATION SUMMARY
### Category Statuses
| Category | Status | Critical Issues |
|----------|--------|----------------|
| 1. Problem Definition & Context | PASS/FAIL/PARTIAL | |
| 2. MVP Scope Definition | PASS/FAIL/PARTIAL | |
| 3. User Experience Requirements | PASS/FAIL/PARTIAL | |
| 4. Functional Requirements | PASS/FAIL/PARTIAL | |
| 5. Non-Functional Requirements | PASS/FAIL/PARTIAL | |
| 6. Epic & Story Structure | PASS/FAIL/PARTIAL | |
| 7. Technical Guidance | PASS/FAIL/PARTIAL | |
| 8. Cross-Functional Requirements | PASS/FAIL/PARTIAL | |
| 9. Clarity & Communication | PASS/FAIL/PARTIAL | |
### Critical Deficiencies
- List all critical issues that must be addressed before handoff to Architect
### Recommendations
- Provide specific recommendations for addressing each deficiency
### Final Decision
- **READY FOR ARCHITECT**: The PRD and epics are comprehensive, properly structured, and ready for architectural design.
- **NEEDS REFINEMENT**: The requirements documentation requires additional work to address the identified deficiencies.