Scoping Opportunities, Fleshing Out Concepts, and Doing Customer Research

July 27, 2022

Created inside publicly-traded companies, this short PowerPoint deck collects worksheets, templates, and “cheat sheets” related to evaluating opportunities, fleshing out concepts, and conducting customer research.

The deck includes:

• Guide to elaborating on an opportunity

• Worksheet on fleshing out concepts

• Typical project charter elements for scoping

• Research methods — definitions and cheat sheet.


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