Shared objectives

In this foundational guide for project and product managers, we outline how to effectively manage projects by refining a project's vision, incorporating RAID (Risks, Assumptions, Issues, and Decisions), and conducting a final review, all on a single board. We argue that getting these foundational elements right leads to more streamlined and productive planning, tracking, and collaboration.

The first step is to break down a high-level vision statement into smaller, more manageable objectives. We demonstrate this by showing how to create and prioritize objectives directly on the board. These objectives serve as the source of truth for what needs to be delivered and are refined in preparation for quarterly planning meetings. This ensures that everyone is aligned on the work that needs to be done.

Next, the video addresses how to manage RAID items at the portfolio level. We show how project managers can use the same board to log and track risks, issues, assumptions, and decisions. By applying filters, teams can easily review only the relevant items, making project check-in meetings more efficient. This practice also ensures that all project information is documented and accessible in one place, serving as both the agenda and minutes for meetings.

Finally, the video briefly touches on the review process, explaining how to mark objectives as "done" once all key results are completed. We show that while some of this is done manually, the next video will delve into how to nest key results under objectives, which will help track progress and streamline the review process even further. The main takeaway is that by using a single, unified tool, project and product managers can gain better visibility and control over their work.