Lead magnet

The Non-Project Manager’s Guide to Launching Software Changes

A two-page checklist that shows a standard business lead how to articulate a software bug or feature request in plain text. Download it, fill what you know, then join the waitlist for guided intake.

The best project management process is the one that doesn’t require a project manager to translate it.

Page 1 — Describe what is broken

Do not start with the screen you want. Start with the week you are living. Write in the words you already use at work.

  1. 1

    What happens today?

    Name the current path, including email, spreadsheets, and workarounds.

  2. 2

    Who is stuck?

    People, roles, customers, or volunteers—not “the business.”

  3. 3

    What goes wrong?

    Time, errors, cost, risk, or people giving up. Be specific.

  4. 4

    What should be different when this works?

    An outcome. “I am not sure how” is a valid answer.

  5. 5

    Who can answer follow-up questions?

    A reachable owner. This is not a project-manager field.

Page 2 — Make it launchable

These five lines turn a complaint into a request someone can estimate. Leave a line blank rather than inventing a date or a vendor.

  1. 1

    What timing window already applies?

    A busy season, a freeze, or a reason—not a fake go-live.

  2. 2

    What cannot move?

    Vendors, policies, systems, or people who are already maxed out.

  3. 3

    Who must learn a new way of working?

    Training and rollout are part of the size. Write names or roles.

  4. 4

    How will you know it worked?

    One sentence the same owner can check after launch.

  5. 5

    What are you not asking for?

    Say what is out. A shorter first change is easier to say yes to.

When the checklist is filled, stop rewriting it

Guided intake asks the same questions and keeps the answers on one living record. Join the waitlist, then hand the next request to the people closest to the work.