# 🚩 Epic Template
<!-- Document Title: [EPIC NAME] -->

| Metadata | Details |
| :--- | :--- |
| **Epic Name** | [EPIC_NAME] |
| **ID** | [EPIC_ID] |
| **Owner** | [OWNER_NAME] |
| **Status** | [STATUS] |
| **Quarter** | [TARGET_QUARTER] |
| **Start Date** | [START_DATE] |
| **Target Completion** | [TARGET_DATE] |

<!-- Example:
| **Epic Name** | Revamp User Onboarding Experience |
| **ID** | EPIC-001 |
| **Owner** | Sarah Chen |
| **Status** | `Planning` / `In Progress` / `Done` / `On Hold` |
| **Quarter** | Q2 2026 |
| **Start Date** | 2026-04-01 |
| **Target Completion** | 2026-06-30 |
-->

---

## 1. Overview
*A high-level summary of this initiative.*

### 1.1 Objective
*What is the big goal?*

[OBJECTIVE_DESCRIPTION]

<!-- Example: \"Revamp the User Onboarding experience to increase activation rate by 10% and reduce time-to-value from 15 minutes to under 5 minutes.\" -->

### 1.2 Hypothesis
*If we do X, then Y will happen.*

[HYPOTHESIS_STATEMENT]

<!-- Example: \"If we simplify the signup form from 8 fields to 2 fields and add a progress indicator with contextual tips, users will feel less overwhelmed and more motivated to complete the setup, resulting in a 10% increase in activation rate.\" -->

### 1.3 Strategic Alignment
*How does this support our Product Vision?*

-   **Strategic Pillar**: [STRATEGIC_PILLAR]
-   **Business Goal**: [BUSINESS_GOAL]
-   **Persona Impact**: [PERSONA_IMPACT]

<!-- Example:
-   **Strategic Pillar**: Growth & User Acquisition
-   **Business Goal**: Increase MAU by 25% in 2026
-   **Persona Impact**: Primary focus on \"The Busy Manager\" who values speed and simplicity
-->

---

## 2. Scope & Phasing

### Phase 1: MVP (Must Have)
*The bare minimum to ship value.*

-   [ ] [MVP_FEATURE_1]
-   [ ] [MVP_FEATURE_2]
-   [ ] [MVP_FEATURE_3]
-   [ ] [MVP_FEATURE_4]

<!-- Example:
-   [ ] Simplified Signup Form (Email + Password only, remove company size, industry, etc.)
-   [ ] "Welcome" Email trigger on successful signup
-   [ ] Basic "Getting Started" checklist (3 items: Create Project, Invite Team, Complete First Task)
-   [ ] Progress indicator showing steps completed
-->

### Phase 2: Enhanced (Should Have)
*Fast follows that add significant value.*

-   [ ] [ENHANCED_FEATURE_1]
-   [ ] [ENHANCED_FEATURE_2]
-   [ ] [ENHANCED_FEATURE_3]

<!-- Example:
-   [ ] Social Login (Google/GitHub OAuth)
-   [ ] Interactive product tour with tooltips
-   [ ] Personalized onboarding based on use case selection
-->

### Phase 3: Delight (Could Have)
*Nice to haves that enhance experience.*

-   [ ] [DELIGHT_FEATURE_1]
-   [ ] [DELIGHT_FEATURE_2]

<!-- Example:
-   [ ] Gamification (badges for completing onboarding tasks)
-   [ ] Video tutorials embedded in the flow
-   [ ] Collaborative onboarding (invite team during setup)
-->

### Out of Scope
*What we're explicitly NOT doing.*

-   [OUT_OF_SCOPE_1]
-   [OUT_OF_SCOPE_2]

<!-- Example:
-   Enterprise SSO integration (requires separate security audit)
-   Custom branding during onboarding (Phase 4 consideration)
-->

---

## 3. Key User Stories (The "What")
*Link to individual PRDs or list high-level stories.*

| ID | User Story | Priority | Related PRD |
| :--- | :--- | :--- | :--- |
| [STORY_ID_1] | As a [PERSONA], I want to [ACTION], so that [BENEFIT]. | [PRIORITY_1] | [PRD_LINK_1] |
| [STORY_ID_2] | As a [PERSONA], I want to [ACTION], so that [BENEFIT]. | [PRIORITY_2] | [PRD_LINK_2] |
| [STORY_ID_3] | As a [PERSONA], I want to [ACTION], so that [BENEFIT]. | [PRIORITY_3] | [PRD_LINK_3] |

<!-- Example:
| ID | User Story | Priority | Related PRD |
| :--- | :--- | :--- | :--- |
| US-001 | As a new user, I want to sign up with one click using Google, so I can get started fast. | P0 | prd-social-login.md |
| US-002 | As a new user, I want to see a progress indicator, so I know how far along I am in setup. | P0 | prd-onboarding-flow.md |
| US-003 | As a PM, I want to track drop-off at each onboarding step, so I can optimize the funnel. | P1 | prd-analytics.md |
| US-004 | As a new user, I want contextual help tips, so I understand what to do next. | P1 | prd-onboarding-flow.md |
-->

---

## 4. Success Metrics
*How do we measure the success of this Epic?*

### 4.1 Primary Metrics (North Star)

| Metric | Definition | Current Baseline | Target | Timeline |
| :--- | :--- | :--- | :--- | :--- |
| [PRIMARY_METRIC_1] | [DEFINITION_1] | [BASELINE_1] | [TARGET_1] | [TIMELINE_1] |
| [PRIMARY_METRIC_2] | [DEFINITION_2] | [BASELINE_2] | [TARGET_2] | [TIMELINE_2] |

<!-- Example:
| Metric | Definition | Current Baseline | Target | Timeline |
| :--- | :--- | :--- | :--- | :--- |
| **Activation Rate** | % of signups who complete the onboarding checklist | 30% | 40% | 3 months post-launch |
| **Time to Value** | Avg time from signup to first key action (creating a task) | 15 mins | < 5 mins | 3 months post-launch |
-->

### 4.2 Secondary Metrics

-   [SECONDARY_METRIC_1]: [TARGET_1]
-   [SECONDARY_METRIC_2]: [TARGET_2]
-   [SECONDARY_METRIC_3]: [TARGET_3]

<!-- Example:
-   Drop-off rate at signup: Reduce from 45% to 30%
-   Support tickets related to onboarding: Reduce by 50%
-   User satisfaction (CSAT): Increase from 3.5 to 4.0 (out of 5)
-->

### 4.3 Leading Indicators
*Early signals that we're on track.*

-   [LEADING_INDICATOR_1]
-   [LEADING_INDICATOR_2]

<!-- Example:
-   Week 1: Signup completion rate improves by 5%
-   Week 2: Time on signup page decreases by 20%
-->

---

## 5. Dependencies & Risks

### 5.1 Dependencies
*What needs to be completed before or during this Epic?*

| Dependency | Type | Owner | Status | Notes |
| :--- | :--- | :--- | :--- | :--- |
| [DEPENDENCY_1] | [TYPE_1] | [OWNER_1] | [STATUS_1] | [NOTES_1] |
| [DEPENDENCY_2] | [TYPE_2] | [OWNER_2] | [STATUS_2] | [NOTES_2] |

<!-- Example:
| Dependency | Type | Owner | Status | Notes |
| :--- | :--- | :--- | :--- | :--- |
| Marketing landing page copy update | External | Marketing Team | ⚪ Not Started | Need new messaging by Feb 1 |
| OAuth provider setup (Google) | Technical | Engineering | 🟡 In Progress | Waiting on API approval |
| User research findings | Data | Research Team | ✅ Complete | Report shared Jan 15 |

Types: Technical, External Team, Data/Research, Design, Legal/Compliance
-->

### 5.2 Risks

| Risk | Impact | Probability | Mitigation | Owner |
| :--- | :--- | :--- | :--- | :--- |
| [RISK_1] | [IMPACT_1] | [PROBABILITY_1] | [MITIGATION_1] | [OWNER_1] |
| [RISK_2] | [IMPACT_2] | [PROBABILITY_2] | [MITIGATION_2] | [OWNER_2] |

<!-- Example:
| Risk | Impact | Probability | Mitigation | Owner |
| :--- | :--- | :--- | :--- | :--- |
| Reducing signup fields might lower lead quality for Sales | Medium | High | Track lead quality metrics; add progressive profiling later | Product |
| OAuth integration delays launch | High | Medium | Start with email/password MVP; add OAuth in Phase 2 | Engineering |
| Users skip onboarding checklist | Medium | Medium | Make checklist persistent; add incentives (discount/badge) | Product |
-->

### 5.3 Assumptions
*What are we assuming to be true?*

-   [ASSUMPTION_1]
-   [ASSUMPTION_2]
-   [ASSUMPTION_3]

<!-- Example:
-   Users prefer faster signup even if it means less personalization
-   Current onboarding metrics are accurate (not affected by bots)
-   Engineering can complete OAuth integration in 2 sprints
-->

---

## 6. Stakeholders & Team

### 6.1 Core Team

| Role | Name | Responsibility |
| :--- | :--- | :--- |
| **Product Owner** | [NAME] | [RESPONSIBILITY] |
| **Engineering Lead** | [NAME] | [RESPONSIBILITY] |
| **Design Lead** | [NAME] | [RESPONSIBILITY] |
| **QA Lead** | [NAME] | [RESPONSIBILITY] |

<!-- Example:
| Role | Name | Responsibility |
| :--- | :--- | :--- |
| **Product Owner** | Sarah Chen | Overall Epic success, requirements, prioritization |
| **Engineering Lead** | David Kumar | Technical architecture, team coordination |
| **Design Lead** | Emily Wong | UX flows, visual design, user testing |
| **QA Lead** | Michael Brown | Test strategy, quality gates |
-->

### 6.2 Stakeholders

-   **[STAKEHOLDER_ROLE_1]**: [NAME_1] - [INVOLVEMENT_1]
-   **[STAKEHOLDER_ROLE_2]**: [NAME_2] - [INVOLVEMENT_2]
-   **[STAKEHOLDER_ROLE_3]**: [NAME_3] - [INVOLVEMENT_3]

<!-- Example:
-   **Marketing**: Lisa Park - Landing page updates, launch campaign
-   **Sales**: James Wilson - Lead quality validation, feedback on progressive profiling
-   **Customer Success**: Amanda Lee - Onboarding best practices input
-   **Data Analytics**: Robert Kim - Metrics tracking, dashboard setup
-->

---

## 7. Timeline & Milestones

| Milestone | Target Date | Status | Deliverables |
| :--- | :--- | :--- | :--- |
| [MILESTONE_1] | [DATE_1] | [STATUS_1] | [DELIVERABLES_1] |
| [MILESTONE_2] | [DATE_2] | [STATUS_2] | [DELIVERABLES_2] |
| [MILESTONE_3] | [DATE_3] | [STATUS_3] | [DELIVERABLES_3] |

<!-- Example:
| Milestone | Target Date | Status | Deliverables |
| :--- | :--- | :--- | :--- |
| Discovery Complete | 2026-04-15 | ✅ Done | User research findings, competitive analysis |
| Design Review | 2026-04-30 | 🟡 In Progress | Figma mockups, prototype |
| Phase 1 Dev Complete | 2026-05-31 | ⚪ Not Started | Working MVP in staging |
| Phase 1 Launch | 2026-06-15 | ⚪ Not Started | 100% rollout, docs updated |
| Success Validation | 2026-08-15 | ⚪ Not Started | Metrics hit targets |
-->

---

## 8. Resources & Budget

### 8.1 Team Allocation
-   **Engineering**: [ALLOCATION]
-   **Design**: [ALLOCATION]
-   **QA**: [ALLOCATION]

<!-- Example:
-   **Engineering**: 3 FTE for 8 weeks (Phase 1), 2 FTE for 4 weeks (Phase 2)
-   **Design**: 1 FTE for 4 weeks
-   **QA**: 1 FTE for 3 weeks
-->

### 8.2 External Costs
-   [COST_1]
-   [COST_2]

<!-- Example:
-   User research sessions: $5,000
-   Third-party analytics tools: $500/month
-->

---

**Epic Version**: [EPIC_VERSION] | **Last Updated**: [LAST_UPDATED_DATE]
<!-- Example: Epic Version: 1.2.0 | Last Updated: 2026-01-02 -->
