7-day TPM Interview Course

1. Establish a process

• Define an intake path for input in a project charter to gather any relevant information about customer acquisition initiatives and onboarding product features in one location.
• Review data points that help you understand the biggest areas for customer acquisition improvements and a better customer onboarding experience.
• Explain how you prioritize initiatives from the project charter (e.g., by leveraging qualitative arguments from your data analysis) to convince stakeholders that you have a consistent process for prioritization.

2. Collect requirements

• Conduct expert interviews with functional heads to learn more about the customer acquisition cost drivers. What is the perspective of the Head of Finance; what does the Chief Marketing Officer have to say?
• Review documents (e.g., Quarterly Reports) to identify trends and potential bottlenecks in your company’s customer acquisition funnel and enrich your requirements with data points.
• Document the requirements in one matrix and prioritize them with clear criteria (e.g., potential cost reduction, potential increase in revenue, etc.)

3. Collect requirements

Input

Project Charter

Project Management Plan

Project Documents

EEF

OPA

Tools

Expert Judgement

Date Analysis

Decision Making

Skills

Product Analysis

Output

Project Scope Statements

Project Documents Updates

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• Leverage the requirements you collected to write your project scope statement. Don’t forget to review this document with your manager and key stakeholders to get feedback and reach alignment.

4. Create your roadmap

• Create one overall roadmap that summarizes the in-scope elements that made it through your prioritization process. Quantify the impact of each feature/initiative and allocate resources against it. For instance, you can justify higher investments in a new product feature that helps customers to sign up within seconds if you can show a high projected impact (e.g., increase in onboarded customers by 25% MoM).
• Maintain sub-roadmaps for smaller workstreams (e.g., one roadmap for customer acquisition initiatives, one roadmap for onboarding time initiatives) to ensure the individual work streams remain manageable.

5. Get buy-in on the roadmap and manage the scope throughout the execution phase

• Conduct monthly roadmap reviews to ensure stakeholders understand if anything in your prioritization approach changes. And don’t forget to actively manage your scope during the execution phase!

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