Manage Document Templates
The PM Agent comes with all sets of templates so that you can get started with creating documents without having to search and build a doc from scratch.
This article covers:
a. How to Navigate to the Templates?
b. How to Use the Custom Templates
How to Navigate to the Templates?
- Go to the dashboard on the left and click on the Templates under the PM Agent
- A host of templates are at your disposal
Following is the list of templates available in the library:
Lean & Agile PRD
A PRD focused on core details of the project, user understanding and prioritization of features.
The sections it covers are market analysis, user stories, technical requirements, design and user experience, project management and more.
Comprehensive PRD
This covers all the aspects of product development.
Sections: Project Overview, functional and non-functional requirements, design and UX, evaluation and metrics, OKRs, etc.
User-Centric PRD
If user satisfaction is paramount to you, this template is your go-to. Some of the sections that are included in this template are: understanding the user, product requirements, UX, etc.
Technical Focused PRD
Best suited for complex technical projects with a strong emphasis on engineering. The sections are, system architechture, API integration, data flow and processing, security and compliance, monitoring and logging, deployment and maintenance.
Innovation & Experimentation PRD
Ideal for teams exploring new ideas or markets. Experimentation, concept development, user insights, feature development, design and testing, iteration and learning, etc.
GTM Plan
Covers planning and execution of product launches and analysis, upto the success metrics. This templates includes sections like product, customer and market analysis, go-to market strategy, metrics and KPIs.
Competitive Analysis
Best for identifying the competitive advantages and opportunities. Some of the sections you’ll get are company background, competitor analysis and market positioning.
Customer Journey Map
A visual tool that highlights entire customer experience, from emotions to the improvement opportunity. You’ll get sections such as customer persona, customer journey stages, opportunities for improvement, and action plan, etc.
Product Go-Live Checklist
A checklist that ensures all the tasks are completed and validated before the product or service is live for the audience. Some of the sections are customer persona, customer journey stages, opportunities for improvement, and action plan.
Product Strategy Playbook
A strategic framework that outlines plans for implementation of the product.
Sections: Product vision and mission, market analysis, OKRs, product strategies, and product roadmap.
Release/Rollout Plan
A structured framework for planning product releases. Release objectives and scope, stakeholders and responsibilities, timeline and milestones, resource allocation, risks and mitigation and measurement and success criteria are some of the sections you’ll find in this template.
Engineering Design Document
This is a technical blueprint for Engineering projects covering product requirements, implementation plans, etc. Some of the sections include design details, testing and deployment plan.
API Documentation
This template has all the API endpoints needed by an Engineering team. API authentication, error messages, API endpoints and operations among others are included as sections.
- Click on any template and get an overview of the contents present in those templates
How to Use the Custom Templates
- Customize your templates by selecting the Create New Template button
2. Give a title, description and add any additional sections
3. Drag and drop the sections as per your order of preference