Deliverables

Artifacts your board can read.

Every deliverable opens with the same five lines: decision, why this, expected impact, key risks, next step. The rest supports those five.

PRD+5pp over 8 weeks

PRD — Onboarding redesign v1

Decision
Replace 7-step wizard with 2-step setup + in-product checklist.
Why this
Wizard drop-off concentrated at step 4 (config). Checklist preserves discovery without blocking value.
Risks
Sales-assist accounts may need bypass; build admin override.
Next step
Eng scoping by Friday; instrumentation event spec attached.
KPI designFoundational

Activation instrumentation plan

Decision
Define activation as 3 of 5 events within 7 days of signup.
Why this
Five events correlate with day-30 retention at r=0.71 across last 6 cohorts.
Risks
Backfill for last 90 days needed; data team capacity.
Next step
Ship Segment plan; review weekly cohort by week 2.
Strategy memoQualitative

Product thesis — FY26

Decision
Three bets: dispatch AI, renewal-risk workflows, partner network.
Why this
Each maps to a board-level metric; each is a thin slice we can prove in one quarter.
Risks
Sales pressure to add ad-hoc requests; need exec air cover.
Next step
Lock thesis at next exec offsite; cascade to squad OKRs.
Opportunity map-4 days

AI opportunity map — Dispatch

Decision
Pilot AI route-suggestion for new ops accounts in first 7 days.
Why this
Highest-friction step in TTFV is initial route configuration; ML signal is strong from existing data.
Risks
Quality variance on small fleets; gate behind volume threshold.
Next step
Spike for 2 weeks; success = 30% of pilots accept suggestion.
Weekly note

Weekly executive note — Week 14

Decision
Move PRD review from async to one 30-min sponsor call.
Why this
Two days lost waiting on activation-event question; faster to resolve live.
Risks
None.
Next step
Call scheduled Thursday; PRD locked Friday.
Executive brief

Board prep — Product reset memo

Decision
Lead with the thesis; show one thin slice already in flight.
Why this
Board reads three pages, not thirty. Decision-first format.
Risks
Weak proof if dispatch pilot slips; have fallback metric ready.
Next step
Sponsor walkthrough Monday; final to board Wednesday.

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