Hi everyone! I shared this with a group today, and they thought it was helpful, so figured I’d share here as well. Our discussion was centered around how to get new processes off the ground when working around red tape or multiple stakeholders needing to provide input or approval.
To circumvent this issue, I created this spec template that I use for our team to create a build plan. This means that when we do meet to get approval or to ideate, we already have a clear picture of what needs to be done and have a fast time to approval.
The flow for us is as follows:
- Requester fills out the request portion of this template (if there isn’t a person raising the request, you could use this section for ideation or the broad workflow/problem statement that is easier to digest for a broad group and not just Gainsight admins)
- CS Ops fills out the build plan: this is where I go in and fill out everything I will need to do to uplift the idea in Gainsight. This helps our leadership team understand all of the moving parts, ensures that I have understood the desired workflow, and allows me to express the expected outcome. We also use this to make sure each of our new items are aligned with an outcome.
- Approval meeting: we go through and review the build plan, get feedback on any items, and ultimately get approval from the necessary parties
Hope this helps! Let me know if you have questions, and if anyone has additional ideas on building on this process please let me know!
