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Whenever thinking of an Engagement, start with (you could even create a calendar, see pic below):

  1. Objective/ Problem Statement (Why)
  2. Metrics Improved (Why)
  3. Storyboard/ Engagement Type (What)
  4. Audience (Who)
  5. Duration (When)
Using this Framework has the following benefits:

  • Objectivises the need of an Engagement hence eliminating the ones not really needed
  • Quanitfies the desired impact of an engagement
  • Simplifies defining the audience criteria and rules
  • Provides visibility to multiple teams into the planned engagements
  • Enables various teams plan engagements in a way to avoid duplication/ overwhleming users with too many engagements



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