Welcome to “Let’s Collaborate on an Agile Epic Creation!” In this tutorial video, we embark on an exciting journey of epic creation using the Agile methodology. Whether you’re a seasoned product manager or just starting out, this step-by-step guide will help you define and document your epics effectively.

Create 3 Types of Agile Epics Using Chat GPT Prompt Templates

 

Feature Expansion Agile Epic Prompt

A feature expansion agile epic outlines a significant enhancement or extension of an existing product or feature.

ChatGPT Prompt Template:

[Product Name] that expands on [Feature Name]. The epic should cater to [User Persona] and address their need for [Specific Functionality/Outcome]. The goal is to achieve [Business Objective], with a target metric of [Measurable Outcome]. Consider [Market Trend/Competitor Analysis] and ensure the solution aligns with [Company Value/Principle]

ChatGPT Prompt Example:

“Create an epic for ‘QuickCart Mobile App’ that expands on the existing checkout feature. The epic should cater to busy professionals and address their need for a more streamlined, rapid purchasing process. The goal is to achieve a 20% increase in checkout completion rates, with a target metric of reducing the average checkout time by 30 seconds. Consider the latest trend of one-click purchases and ensure the solution aligns with our commitment to user-friendly experiences.”

 

User Retention Agile Epic Prompt

A user retention epic is aimed at improving and maintaining customer or user retention rates. It involves a set of related user stories and tasks focused on enhancing the overall user experience to keep existing customers engaged and satisfied with a product or service.

ChatGPT Prompt Template:

“Develop an epic that focuses on improving user retention for [Product Name]. Analyze the user drop-off points and create solutions for [User Pain Point]. The epic should contribute to [Strategic Goal] and aim for a [Measurable KPI], taking into account [User Feedback/Engagement Data]. Prioritize features that resonate with [Core User Group] and uphold [Brand Promise]. Suggest user stories to prioritize.

ChatGPT Prompt Example:

“Develop an epic that focuses on improving user retention for ‘StudyBuddy Online Learning Platform.’ Analyze the user drop-off points during course selection and create solutions for simplifying the navigation process. The epic should contribute to our strategic goal of enhancing user engagement and aim for a 15% decrease in course abandonment rates, taking into account recent user feedback on course discoverability. Prioritize features that resonate with lifelong learners and uphold our brand promise of making education accessible. Suggest user stories to prioritize.

 

Process Optimization Agile Epic Prompt

A Process Optimization Epic Prompt is a high-level initiative in agile project management aimed at improving and streamlining an existing process within an organization.

ChatGPT Prompt Template:

“Construct an epic that optimizes the [Internal Process/Procedure] for [Product Name]. The epic should address the needs of [Internal Team/Department] by incorporating [Desired Improvement/Area for Efficiency]. Align this with our objective to [Business Goal], targeting an improvement of [Specific Metric]. Integrate insights from [Internal Audit/Process Review] to ensure comprehensive coverage of the issue.”

ChatGPT Prompt Example:

“Construct an epic that optimizes the onboarding process for ‘GlobalTech CRM Software’. The epic should address the needs of the sales team by incorporating automated data entry features. Align this with our objective to reduce time-to-productivity for new sales staff, targeting an improvement of 25% in onboarding efficiency. Integrate insights from our last internal audit to ensure comprehensive coverage of the onboarding challenges currently faced.”

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Here is the output I got from ChatGPT when I entered the Process Optimization Agile Epic Prompt example above:

 

ChatGPT Output: (Process Optimization Agile Epic Prompt)

To construct an agile epic aimed at optimizing the onboarding process for ‘GlobalTech CRM Software’, we should start by defining the goal, user stories, and acceptance criteria. The epic will focus on incorporating automated data entry features to meet the needs of the sales team and align with the objective of reducing time-to-productivity for new sales staff. The target is to achieve a 25% improvement in onboarding efficiency.

Epic Title:

“Automated Data Entry Onboarding Optimization for GlobalTech CRM Software”

Epic Goal:

To enhance the onboarding process for new sales staff using GlobalTech CRM Software by incorporating automated data entry features, thereby reducing the time-to-productivity by 25%.

Background and Insight from Internal Audit:

The internal audit highlighted the following challenges in the current onboarding process:

  • Time-consuming data entry tasks.
  • Inconsistent data handling across new hires.
  • Difficulty in navigating the CRM interface for new users.
  • Lack of integration with other sales tools and databases.
  • Inadequate initial training leading to prolonged ramp-up times.

User Stories:

  1. Automated Data Entry Integration:

    • As a new sales staff member, I want the CRM to automatically fill in customer data fields where possible, so I can save time on manual data entry and focus more on sales activities.
  2. User Interface Simplification:

    • As a new user of GlobalTech CRM, I need a simplified and intuitive interface, so that I can navigate the software easily without extensive training.
  3. Integration with Sales Tools:

    • As a sales team member, I want seamless integration of the CRM with other sales tools, to ensure smooth data flow and reduce the need for duplicate data entry.
  4. Comprehensive Initial Training:

    • As a newcomer to the sales team, I need comprehensive training on the CRM software, focusing on its key features and best practices for efficient use.
  5. Progress Monitoring Dashboard:

    • As a sales manager, I want to monitor the onboarding progress of new staff through a dashboard, to provide timely support and feedback.

Acceptance Criteria:

  • The CRM software should reduce the time spent on data entry by new sales staff by at least 25%.
  • User satisfaction with the CRM interface among new hires should increase by 20%.
  • Integration with at least two other primary sales tools used by the team.
  • Reduction in average time-to-productivity for new sales staff by 25%.
  • Positive feedback from 80% of new hires on the effectiveness of the initial training program.

Implementation Steps:

  1. Automated Data Entry Feature Development:

    • Collaborate with the software development team to integrate AI-based data entry automation.
  2. User Interface Redesign:

    • Work with UI/UX designers to simplify and enhance the CRM’s user interface for easier navigation.
  3. Tool Integration:

    • Coordinate with the IT department for API integrations with other sales tools.
  4. Training Program Development:

    • Develop a comprehensive training module, including interactive sessions and hands-on activities.
  5. Feedback Mechanism:

    • Establish regular feedback loops with new hires to refine the onboarding process continuously.

Monitoring and Evaluation:

  • Conduct regular reviews with the sales team and new hires.
  • Analyze performance metrics pre and post-implementation.
  • Adjust the epic based on ongoing feedback and performance data.

By addressing these elements, the epic will comprehensively cover the challenges identified in the internal audit and align with the objective of enhancing onboarding efficiency for the sales team at GlobalTech.