Unpacking the prob­lem


The Product Designer is the key fa­cil­i­ta­tor of the scop­ing phase, and is as­sisted by a Software Developer, a Customer Success Consultant, and the Product Owner. Other par­ties in­clud­ing the Account Manager and other ex­ter­nal stake­hold­ers will need to be in­volved at cer­tain pe­ri­ods for their ex­per­tise.

Product Designer
  • Facilitates and guides the team through the scop­ing process.
  • Applies de­sign-think­ing to val­i­date the cor­rect prob­lem state­ment is ex­plored.
  • Ideates on pos­si­ble so­lu­tions to the prob­lem.
  • Delivers high-qual­ity de­signs and pro­to­types to ar­tic­u­late the so­lu­tion.
Software Developer
  • Ensures the de­fined so­lu­tion is fea­si­ble to de­velop within de­fined time­frames.
  • Explore and de-risk rel­e­vant tech­nolo­gies re­quired for the so­lu­tion.
  • Write and man­age the prod­uct back­log and re­lated ac­cep­tance cri­te­ria.
Product Owner (plus Stakeholders)
  • Explain their busi­ness and users to the scop­ing team.
  • Provide ac­cess to users for test­ing and val­i­da­tion pur­poses.
  • Attend, par­tic­i­pant and pro­vide key in­sights into the com­pa­ny’s sub­ject mat­ter dur­ing meet­ings.
  • Confirm and ex­plore spe­cific re­quire­ments as­so­ci­ated with the so­lu­tion.
Customer Success Consultant
  • Manage cus­tomer ex­pec­ta­tions and con­tribute in­sights from a com­mer­cial per­spec­tive.
  • Increase their un­der­stand­ing of what the cus­tomer’s key per­for­mance in­di­ca­tors will be for this pro­ject.
  • Clearly de­fine im­por­tant met­rics as­so­ci­ated with the suc­cess of the prod­uct.
Account Manager
  • Translate the learn­ings from the brief to the client and scop­ing team.
  • Manage the clien­t’s ex­pec­ta­tions from a com­mer­cial per­spec­tive.
  • Facilitate any con­trac­tual or fi­nan­cial dis­cus­sions.
Scope participants infographic

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