📃 Master your next integration project with our complete scoping guide
Get a behind-the-scenes look at our scoping process and a free template for your next project. ✨
Hey friends 👋🏿
Today’s issue includes a freebie: the template we use for scoping new integrations at Lunch Pail Labs. We’ve refined this template through our experience building integrations used by thousands. We're sharing the love so you can use it to gain clarity on requirements for your next integration project.
How to use this template
To get started, follow this link and duplicate the template to your Notion workspace. If you’re not a Notion user, no worries – you can copy and paste the contents into a text editor or your preferred project management tool.
Once you have the template in your Notion workspace, you can tailor it to your project. Look for any 'tk-' variables; these are placeholders for you to customize.
What’s Included
Here’s a glimpse of the sections of the template:
Introduction: Briefly overview the project.
Problem & Target User: Identify the problem or opportunity, who the integration is for, and any existing alternatives.
User Stories: Define the target user's needs using standard format stories, e.g., "As [a user persona], I want [to perform this action] so that [I can accomplish this goal].”
Design Considerations: Include design elements, Figma files, or color palettes needed for the project.
Technology: List any tools used in the integration, with costs.
Milestones: Break the project into manageable milestones.
Success Criteria: Determine what must happen for success, including any measurements.
Real-world example
If the above explanations have you feeling that this is all a bit abstract, no worries. We have a real-world example to share. View the full version of the scope for an internal integration project at Lunch Pail Labs, the Notion Widget.
And that's a wrap! What do you think? How do you approach scoping? I’d love to hear from you! Feel free to send over a tweet or reply to this email.
Lola